Core Workflows
Updated Mar 28, 2026
Lead Intelligence
Understand how AI inquiry qualification and structured lead insights work together without turning the product into heavy CRM software.
The two parts of lead intelligence
Agent for WhatsApp separates lead understanding into two layers:
AI inquiry qualification
This answers:
- is this contact worth following up now
- how strong is the buying signal
- what is the likely next step
Structured lead information
This answers:
- who the customer likely is
- where they are from
- what kind of customer they might be
- what the recent intent looks like
Why this is intentionally lightweight
The product is not trying to become a heavy CRM. For most small teams and solo operators, the real priority is:
- know who matters
- know what to say next
- avoid missing important follow-ups
That is why the UI is optimized around action, not data entry.
Best practice
Treat AI analysis as a starting point, not permanent truth.
The best workflow is:
- AI generates a first pass
- user edits if needed
- user locks the result when it becomes operational truth
Related Docs
Batch Sender
Select contacts, segment the audience, and send consistent outreach without rebuilding the message every time.
Sales Workflows for Small Teams
Use Agent for WhatsApp as a lightweight sales copilot instead of a heavy CRM.
Troubleshooting
Resolve the most common issues with login, license binding, connectors, scheduled messages, and paid feature access.