Prospect engagement required scalable support from initial inquiries through sales qualification. Repetitive first-level questions consumed the team's time, prospect data was captured manually, and the sales process had limited traceability from first contact onward.
We built two complementary conversational AI agents. A web-based avatar engages prospects in natural conversation, answers financing and process questions using the company's official knowledge base, and captures prospect information with explicit consent. A second agent, available over WhatsApp and phone, profiles prospects, searches and updates records directly in Salesforce, and can schedule advisor appointments, closing the loop between engagement and follow-up.
Delivered as a proof-of-concept pilot, the solution provided multi-channel prospect engagement, direct integration with the sales CRM, and automated advisor scheduling, closing the gap between first contact and a booked conversation.
Web, WhatsApp & phone engagement
Lead creation & updates in Salesforce
Advisor appointment scheduling
For this project, we combined different technologies to deliver the full solution.
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