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Case Study • Sales Area on WhatsApp

No unanswered leads. Not even at 23 pm on Sunday.

A lean sales team was receiving leads via WhatsApp at any time, but could only respond during business hours, and each salesperson qualified leads in a different way. We turned the tables. ByteGPT ao KommoThe AI ​​responds instantly, qualifies the lead, and passes the entire conversation to the salesperson.

Let's talk about my service. See what has changed.
Canal
WhatsApp
Solution
ByteGPT No. Kommo
Secrecy
Name and numbers preserved.

Published updated on .

WhatsApp BusinessIllustrative conversation

Sunday, 23pm: new lead on WhatsApp

  1. RafaelHi! I'd like to understand how your service works.
  2. Customer Service · AIHi Rafael! I can help you. To give you the correct information: which company are you calling from and what do you need to resolve?
  3. RafaelDistributor in Campinas. We want to organize customer service, still this month.
  4. Customer Service · AINoted. The sales team will call you tomorrow at 9 am, already knowing what you need. Is that okay?Qualifying grade in Kommo

Qualified lead, scheduled follow-up.

ByteGPT No. Kommo, with the transfer to the seller.

The case in one minute

Case summary

Let's talk about my service.

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The entire case, organized by topic. Tap to open.

The starting point

The lead would arrive at night. The response, the next day.

Leads were coming in via WhatsApp at all hours, and the team could only respond during business hours. Meanwhile, interest waned, and the competitor responded first.

As the conversation progressed, each salesperson asked different questions and wrote them down in different places. Questions about price and conditions took up the whole day, and whoever switched salespeople had to recount everything again.

Answering quickly wasn't enough. You had to answer correctly.

  • WhatsApp · 23:14 PMOi
  • Seller's noteWhich company was the customer from Saturday again?
  • Monday, 8amResponding to weekend conversations
  • Leads of the weekPriority
Illustrative scene: customer service before AI.

What we build

AI does the screening. The salesperson makes the sale.

AI acts as the first filter: it attends to every lead, qualifies them with questions from the team, and knows when to call a person.

  1. Responds immediately.

    The AI ​​takes over the conversation as soon as the lead writes, introduces themselves, and adapts its tone to the person on the other end.

    Immediate response

  2. Qualifying

    Name, company, main need, and urgency – the same questions for everyone.

    Fields in Kommo

  3. Clear up any doubts

    Services, prices and conditions, based on the knowledge base that the company itself updates.

    Company base

  4. Pass it to the seller.

    With a clear intention to buy, the conversation goes to a salesperson, who provides the lead's history and profile score.

    Transfer with context

  5. Outside of business hours

    The AI ​​keeps the conversation going, answers questions, and schedules the team's return for the next business day.

    Scheduled return

How did we do it?

First, the rules of the sales team. Then, the AI.

The project went through all three layers of our methodology and used two of the five engineering fronts of... Bytebio.

  1. Strategy

    Qualification design

    We defined the qualification questions with the team, what the AI ​​can answer, and when it should call the salesperson.

  2. Engineering

    CRM and AI working together

    AI answers on WhatsApp and records everything on Kommo.

  3. Operation

    Adjustments without relying on IT.

    Tom, questions and limitations of AI change when business strategy changes, with previous versions being preserved.

What has changed

Five questions from customer service, then and now.

  • Who answers outside of business hours?

    Before, nobody: the lead was waiting for the next day.

    AgoraThe AI ​​responds at any time and schedules the team's return visit.

  • What questions qualify a lead?

    Before, each salesperson made their own.

    AgoraThe same questions for everyone, with the answers recorded on Kommo.

  • What does the seller know when they take over?

    Before , it was a short time, and the client would recount everything again.

    AgoraName, company, need, and full history, before the first sentence.

  • Who will answer price and terms?

    Before The seller

    AgoraAI, based on the company's foundation; the seller is left with whoever wants to buy.

  • Which lead should I approach first?

    Before, whoever the seller remembered.

    AgoraThe leads arrive sorted by qualification and urgency.

  • New questionWhere does the journey get stuck?

    AgoraThe reports show how many leads were qualified, how many converted, and at what point the conversation stopped.

AI with limitations

The AI ​​answers. The salesperson closes the deal.

The AI ​​works within clear boundaries, defined with the team.

  • Don't make things up.

    AI never makes claims that aren't in the company's knowledge base.

  • Let us know when you don't know.

    Always signal when you're unsure about something.

  • Call someone

    Whether the intention is to buy or make a commercial decision, the conversation moves to the seller.

That's why this case has no names or numbers.

We protect the client's identity, volumes, conversion rates, business rules, costs, and deadlines. Those who hire us expect the same care.

For whom it makes sense

When is it worth it, and when is it not yet the right time?

It makes sense when

  • The company receives a large volume of leads through WhatsApp.
  • The sales team is small and unable to respond to everyone quickly.
  • You need to answer outside of business hours.

It's not a priority yet when

  • The volume of leads is low.
  • The sales process is not yet even minimally structured.

Possible next steps

What can be connected in the same structure?

Paths that the same screening process leaves open.

  • Scheduling

    The AI ​​consults the salesperson's schedule and suggests times for the meeting.

  • Product qualification

    Different questions depending on the lead's interest.

  • Images

    The lead sends a screenshot or photo, and the AI ​​understands the content to better target them.

  • Other channels

    The same logic applies to Instagram, Telegram, and the website chat.

Keep exploring

Solutions involved

See all cases

Read also

Do your leads wait until business hours?

We begin by diagnosing your current sales flow and then create a short pilot program, using the questions and rules specific to your business.

  • Qualification questions for your team
  • ByteGPT e Kommo connected
  • Passage to the seller with context
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