Illustrative example · CRM Agent
WhatsApp Follow-up Agent
An example WhatsApp workflow for following up with interested leads and keeping sales informed.
WhatsApp Follow-up Agent
The challenge
Manual follow-up can be inconsistent. Some leads receive repeated messages while others wait for a reply because nobody has updated the spreadsheet.
The proposed approach
The workflow uses the CRM stage and recent conversation to time follow-ups. It answers common questions and alerts the sales team when a reply needs their attention.
The intended benefit
The aim is consistent follow-up with a clear record of each conversation. Reply quality, missed leads, and unwanted repeat messages would need monitoring.
Workflow
How this workflow could run.
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Step 01
Start a follow-up based on the lead source, CRM stage, or an unanswered message.
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Step 02
Send follow-ups that reflect the conversation and answer common questions.
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Step 03
Identify questions, concerns, and signs the lead is ready to talk.
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Step 04
Update the CRM and alert sales when a lead wants to take the next step.
Testing the idea
What to check in a working version.
This is a hypothetical workflow design. The steps and checks describe a possible build, and the intended benefits would need to be tested with real work.
The example problem
Manual follow-up can be inconsistent. Some leads receive repeated messages while others wait for a reply because nobody has updated the spreadsheet.
What to test
The aim is consistent follow-up with a clear record of each conversation. Reply quality, missed leads, and unwanted repeat messages would need monitoring.
Steps to automate
- Start a follow-up based on the lead source, CRM stage, or an unanswered message.
- Send follow-ups that reflect the conversation and answer common questions.
- Identify questions, concerns, and signs the lead is ready to talk.
Where people review the work
- Approve sensitive actions before they run
- Review uncertain or unusual cases
- Adjust rules when the workflow changes
Possible tools
Checks before launch
- Keep irreversible or sensitive steps behind approval.
- Log the inputs, output, and reason for each important decision.
- Send uncertain results to a person for review.
Results to measure
- Missed or repeated follow-ups
- Time taken to alert sales to interested leads
- Accuracy of CRM updates
What a working build should include
- A workflow map showing what starts a run, which sources it uses, and where the output goes.
- A review screen where a person can inspect the evidence, edit the output, and approve or reject an action.
- A run log showing the inputs, sources, output, and actions taken, including errors.
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