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AI Workflows

Leads

Score leads. Route the hot ones to WhatsApp.

Hot leads to your WhatsApp. Cold leads to nurture. First reply drafted in your voice.

A multiple-choice form gives you three buckets. AI reads the message field, the page they came from, and the time of day — and tells you which leads are actually moving.

What happens

Step 1

Connect your existing forms (qualifier, contact, booking).

Step 2

Workflow scores each submission across fit and urgency, flagging anything the multiple-choice missed.

Step 3

Hot leads route to your WhatsApp with context. Warm leads enter nurture. Cold leads get a guide.

Step 4

First reply for hot leads is drafted in your voice. You approve in seven seconds.

Included

  • Two-dimensional score (fit + urgency), not one generic number
  • Drafted first reply pulled from your last six months of messages
  • Works with the forms you already have — no platform migration

When this becomes bigger

If this workflow starts touching inventory, staff, dashboards, customer history, or several locations, move into a custom AI system.

Questions

Plain answers before we build.

Does it auto-reply?

Only if you opt in. Default is approve-first — warm-feeling replies matter more than 30-second response time.

Will it misclassify someone serious?

Edge cases happen. The workflow shows you why it scored a lead the way it did, so you can override and the system learns.

Does it work with my CRM?

Yes — most CRMs and even spreadsheets work as the destination. We start where your data already lives.