- Qualification means asking a few questions, scoring the answers and acting on the score.
- Define hot, warm and cold in writing before you build.
- Handoff and CRM mapping decide whether the agent helps sales or creates noise.
Most pages about WhatsApp sales agents list features. A buyer needs something else: how the agent decides a lead is worth a person’s time, and what happens when it is wrong. Use this as an evaluation list for any provider, including us.
What the conversation should look like
Hi, do you handle website redesigns for a clinic?
Yes. Is this for a new site or an existing one, and in which city?
Existing site, Dubai. We want more bookings.
Got it. What is your rough budget range and when would you like to start?
Around 15,000 AED, next month.
Thank you. I will pass this to our team now. They will message you today to book a call.
Define hot, warm and cold
| Level | Typical signals | Action |
|---|---|---|
| Hot | Clear need, budget in range, start date within 30 days | Notify a person now, offer call times |
| Warm | Clear need, budget or timing unsure | Ask one more question, schedule a follow up |
| Cold | Early research, no budget or date | Send a helpful guide, check back later |
These are example signals. Your thresholds should come from your own closed deals.
CRM fields the agent should write
- Name, phone number and consent status
- Service interest and stated need
- Budget range and start timing
- Lead level and the reason for it
- Conversation link and handoff status
Ask any provider to show a sample record in your CRM, not only a screenshot of the chat.
Handoff that actually works
- The agent tells the customer a person will take over.
- The right salesperson is notified with the full summary.
- If nobody replies within a set time, it escalates and tells the customer honestly.
- Out of hours, it promises a specific next working time, not a vague one.
Quotes and bookings
The agent can send a standard quote or a booking link if the price rules are clear. For custom quotes it should gather inputs and let a person approve. Never let it invent a price.
Platform rules
Everything above must respect the 24 hour window, template categories and consent rules in our guide to WhatsApp Business API rules.
Buyer checklist
- Uses the official Business Platform
- Written hot, warm and cold rules
- Sample CRM record on request
- Human handoff with an escalation timer
- Full conversation logs you can export
- Clear pricing for build and message costs