Prospecting Agent

It qualifies prospects on WhatsApp and the website 24 hours a day, answers sales inquiries, and schedules meetings directly on the sales representative's calendar.

• Responds in less than 30 seconds at any time.
• Applies the qualification criteria defined by the company.
• Creates contacts and deals in the CRM with the conversation context.
• Schedules the meeting and sends the invitation to the prospect.

No. Operations are governed by zero-retention agreements: data sent to the models is neither stored nor used for training.

• Enterprise APIs with contractual zero data retention.
• Data isolation by customer, with no shared context between instances.
• Encryption in transit and credentials managed in a secrets vault.
• Option to mask sensitive fields before sending them to the model.

It uses RAG with the company's own knowledge base, allowing information to be updated without retraining the model.

• RAG: retrieves documents, policies, and catalogs before responding.
• Immediate updates when a source document is uploaded or modified.
• Fewer hallucinations: every response is grounded in verifiable content.
• Fine-tuning is reserved for style or format adjustments.

We look for a solution that meets the initial requirements, whether by purchasing and/or configuring agents built by HubSpot, Treble, or Aircall, or by building a custom one using LLMs such as Gemini, Anthropic, or OpenAI that integrate with WhatsApp API Business or any other text or voice messaging tool.

• WhatsApp Business API with templates approved by Meta.
• HubSpot: contacts, deals, tasks, and meetings.
• Aircall / Intercom / Treble: continuity across channels for the same prospect.

The agent escalates the conversation to a human sales representative with a case summary and the full context.

• Configurable confidence threshold for escalation.
• Hard rules: special pricing, contracts, and complaints are always escalated.
• Notification in the CRM and the sales team's internal channel.

Yes. The agent identifies itself as a virtual assistant at the start of the conversation, in line with transparency best practices.

• Explicit identification in the first message.
• Option to request human assistance at any time.
• Tone and name aligned with the brand identity.

Between 4 and 6 weeks, including WhatsApp Business API activation and the controlled pilot.

• Weeks 1-2: script, qualification criteria, and knowledge base.
• Weeks 3-4: CRM and channel integration, internal testing.
• Weeks 5-6: pilot with live traffic and fine-tuning.

It is measured by meetings scheduled, qualification rate, and first response time compared with the previous baseline.

• Actual meetings generated per month.
• Percentage of conversations resolved without human intervention.
• Reduction in first response time outside business hours.