Case 05 of 07 · a chain of 14 mobile phone stores
Fourteen stores, not one lost conversation.
After-hours messages went unanswered. The agent responds on WhatsApp and records the lead in the CRM so the salesperson can pick up with the conversation history.
AI-generated photo.
Scene · 22:47
What happens at 22:47
The store is closed for the night. The agent answers on WhatsApp, holds the phone for the customer, and the lead lands in the CRM with everything the salesperson needs in the morning.
Downtown Storeonline
- Customer: Hi! Do you still have the 256 GB phone in graphite? I’d like to see it tomorrow.22:47
- Company: Hi! We do, two units at the Downtown Store. If you bring your current phone, we can give you a trade-in offer on it. Shall I hold one for you?22:47
- Customer: Please do! I can stop by at 10.22:48
- Company: Done, it’s under your name. The salesperson already has a summary of our chat.22:48
Illustrative scene, with synthetic data.
In production
What we built
A sales agent on WhatsApp that answers, qualifies and leads the customer to an offer
Plans and promotions updated in real time while it talks to customers
Every conversation becomes a lead in the CRM
A dashboard of volume and conversion by store
Architectureat a glance
- Each store’s WhatsApp
- Sales agent with up-to-date plans and promotions
- Lead recorded in the CRM
- Volume and conversion dashboard by store
Governance
Where a person decides
A person in control
- The store team takes over the sale from a lead already in the CRM, with the whole conversation.
Risks handled
- Plans and promotions come from the live source, so the agent never offers an expired deal.
Technology · WhatsApp Business Platform, sales agent, CRM, per-store dashboards
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