Sales & CRM · Lead qualification

Qualified leads, not just enquiries.

ACT asks your qualifying questions in the chat, fills in the lead, and scores it with your rules. Ready buyers go to an online rep with a brief. The rest get a follow-up or a polite no.

Your questions, asked the same way every timeA score you can explainHot leads to an online rep in seconds
Sales rep reading a qualified lead on her laptopQUALIFIED · SCORED · ASSIGNED
84Wanjiku M.Click-to-WhatsApp ad
Looking for
2019 SUV, automatic
Budget
Up to KES 3.2M
Paying with
Bank financing
Test drive
Saturday 10am
Assigned to Grace · Sales
Budget captured · “up to 3.2M”Score 84 · Grace alertedNot ready until January · follow-up startedOutside your area · politely declinedDuplicate found · merged with last month’s leadTest drive booked · Saturday 10amBrief ready for the rep

Running customer conversations for WhatsApp-first businesses

  • Vsquared Networks
  • Bizflow
  • Kings Mabati
  • Wave Link Networks
  • Game Changer
Why qualifying by hand fails

Plenty of enquiries. Too few buyers found.

Your reps spend the day answering “how much?”, while the person ready to pay waits in the same queue.

A list of short enquiries asking for prices, with hours spent qualifying them by hand
PROBLEM 01Hours on tyre-kickers“How much?” “Tell me more.” Your reps answer every enquiry the same way, whether it’s a buyer or a browser.
ACTACT asks first. Reps only see the leads that answered like buyers.
An inbox where a ready buyer is buried among other messages and goes cold
PROBLEM 02The ready buyer waitsThe person ready to buy today sits behind ten casual questions, because nothing in the inbox says who is who.
ACTEvery lead is scored as the chat goes, and the top ones go to a rep straight away.
Three team members asking a customer different questions, leaving messy data
PROBLEM 03Every rep asks differentlyOne asks about budget, another about timing, a third forgets both. Your pipeline fills with half-answers.
ACTThe same questions, the same fields, filled in for every lead.
How it works

Ask, capture, score. Then the right next step.

Three enquiries, three different ends. Each answer lands on the lead as a field, and the score decides who sees it next.

Car buyer messaging a dealership about an SUV on her phoneRIDGEWAY MOTORS
Wanjiku M.Click-to-WhatsApp ad · SUV offers
  1. Hi, I saw your ad. Do you have SUVs around 3 million?
  2. We do. Is there a model or year you have in mind, and would you pay cash or with financing?
  3. A 2019, automatic. Up to 3.2M. My bank has approved a car loan.
  4. BudgetUp to KES 3.2M
  5. Paying withBank financing
  6. We have two 2019 automatics in that range. Would you like a test drive this week?
  7. Saturday morning works.
  8. Test driveSaturday 10am · booked
Lead record
84Lead scoreAbove your alert line
Budget
Up to KES 3.2M
Paying with
Bank financing
Test drive
Saturday 10am · booked
To a repSent to Grace, online nowRound-robin to the next online rep, with the chat and a brief on the lead.
Scores you can explain

Your rules set the score. You can see every point.

Give points for where a lead came from, what they said and what they did. Choose how much the AI’s read of the chat counts. Every score shows its working.

Scoring rulesSwitch rules on and off to rescore Wanjiku’s lead.
  • Came from a Click-to-WhatsApp ad+10
  • Budget captured+20
  • Wants to buy within 30 days+25
  • Booked a test drive+20
  • No reply for 3 daysDoesn’t apply to this lead−15
How much the AI counts
Your rules, plus a smaller AI read of the chat.
Wanjiku M. · score breakdown
84Hot: Grace is alertedAlert line set at 70
  • Came from a Click-to-WhatsApp ad+10
  • Budget captured+20
  • Wants to buy within 30 days+25
  • Booked a test drive+20
  • AI read of the chat+9“Asked about two specific cars and named a day for the test drive: ready to decide.”
  • Score84
The parts always add up to the score. Change a rule and the leads it affects are rescored.
What the rep gets

The next free rep. Already briefed.

Hot leads go round-robin to reps who are online, skipping anyone buried in overdue tasks. The rep opens the lead to the chat, the fields and a short brief, and picks up where ACT stopped.

Round-robinOverdue-task cap: 5
  • GGraceOnline · 1 overdue taskAssigned
  • BBrianOnline · 6 overdue tasks, over your cap of 5Skipped
  • AAkinyiOfflineSkipped
Grace: hot lead assigned to you · Wanjiku M. · 84
Copilot on Wanjiku’s dealAI · from this deal’s timeline
BriefWants a 2019 automatic SUV up to KES 3.2M with an approved bank loan. Test drive Saturday 10am on the two cars we offered.
RiskMentioned a quote from another dealer.
Next stepConfirm the test drive on Friday and send the bank’s valuation form.
Suggested updateTrade-in · 2012 hatchbackFrom the chat: “I could trade in my 2012 hatchback too.”ApplyDismiss
You stay in control

Settings, not code. Change them any time.

Your questions and fieldsChoose what to ask and which fields ACT may fill in. Each value keeps the message it came from.
Scoring rulesPoints for source, answers and activity, like a booked visit or days without a reply.
How much the AI countsRules only, Balanced or AI-led. The breakdown always adds up to the score.
RoutingRound-robin across online reps, skipping anyone over your overdue-task cap. Or by team or branch.
AlertsReps hear about hot leads straight away, and about leads that have gone quiet.
Clean recordsDuplicates are matched by phone, email and company and merged, keeping every conversation.
FAQ

Qualification questions.

What sales teams ask before they let ACT qualify their leads.

ACTStill have a question?

Ask ACT, running on this site, or bring your qualifying questions to a 20-minute Workflow Review.

Yes. You choose the fields ACT collects and write the scoring rules: points for where a lead came from, what they answered and what they did, like booking a visit. You also choose how much the AI’s read of the chat counts: Rules only, Balanced or AI-led.

Yes. Every score comes with a breakdown: the points from each rule and the AI’s points with its reason. The parts always add up to the score, and changing a rule rescores the leads it affects.

By default, the next online rep in a round-robin, skipping anyone with more overdue tasks than your cap. You can also route by team or branch. The rep gets the chat, the captured fields and a short brief.

They stay in your pipeline and can join a follow-up sequence that runs on the schedule you set. When they reply, the conversation goes back to a person.

No. ACT asks one thing at a time, inside a helpful answer, and skips questions the customer has already answered.

Start with one workflow

Hand ACT your next 100 enquiries.

Tell us what makes a lead worth a call. We’ll set up the questions, the scoring and the routing, and show you who it sends to your reps.

Free trialNo card requiredOfficial WhatsApp Business Platform
ACT · completed actions0 of 4 done
“Do you have SUVs around 3 million?”ACT is on it
“Grade 4 fees for January?”
“Can I get a loan as a non-member?”
“Price for 40 iron sheets?”