Engagement overview
Automations that help respond, classify, and follow up.
Conversations today4782% handled
Qualified leads16+5 vs yesterday
Average response time1m 42s-38%
Follow-ups237 pending
Active flow
1. Message receivedDetect intent
2. ClassificationLead / support / appointment
3. Initial responseTemplate + context
4. ActionAssign / schedule / follow up
Common intents
Conversations
Centralized inbox with responses and statuses.
Ana TorresI’d like to know if this could work for me...
Martín LópezDo you have availability tomorrow?
Carla M.Perfect, thank you so much 🙌
Hi 👋 I found your website and wanted to ask something. I run a small studio, and lately it’s been getting pretty chaotic trying to answer messages, organize appointments, and remember to follow up with people 😅
Hi, Ana 😊 I get it. When everything comes through WhatsApp, it’s easy for some conversations to get buried.
To point you in the right direction, what’s the biggest issue right now: organizing appointments, answering the same questions repeatedly, or following up with people who ask about your services and then go quiet?
To point you in the right direction, what’s the biggest issue right now: organizing appointments, answering the same questions repeatedly, or following up with people who ask about your services and then go quiet?
2:31 PM · contextual automated reply
Honestly, all three 😅 But follow-up is the biggest one. Someone asks about pricing, I reply, and then I forget to message them again.
That already gives me a pretty clear picture 👍
In your case, the system could detect when someone asks about a service, save that person as a lead, and if 24 or 48 hours pass without a reply, remind you to follow up or send a message that you’ve already approved.
And if they want to book, we can guide them straight into an appointment without you having to copy the details manually.
In your case, the system could detect when someone asks about a service, save that person as a lead, and if 24 or 48 hours pass without a reply, remind you to follow up or send a message that you’ve already approved.
And if they want to book, we can guide them straight into an appointment without you having to copy the details manually.
2:32 PM · AI identifies the need and suggests a workflow
Would the AI answer messages on its own? That makes me a little nervous because I don’t want it saying anything weird 😅
That’s completely fair 😄 It doesn’t have to run without guardrails. We can define exactly what it can answer, what tone it should use, and when it needs to stop and hand the conversation to you.
For example, it can handle common questions, collect basic information, and help schedule an appointment. But if someone has an unusual request, a complaint, or asks something outside its rules, it can hand the conversation over to you.
For example, it can handle common questions, collect basic information, and help schedule an appointment. But if someone has an unusual request, a complaint, or asks something outside its rules, it can hand the conversation over to you.
2:33 PM · AI applies guardrails and escalation
That sounds much better. I’d want it to feel like people are talking to my team, not a robot.
Exactly. We can shape the tone around how you communicate: friendly, professional, concise, warm—whatever fits your business.
The goal isn’t to mislead anyone. It’s to make automated support feel natural and useful, while clearly handing things to a person whenever human judgment is needed—with the full conversation context intact.
The goal isn’t to mislead anyone. It’s to make automated support feel natural and useful, while clearly handing things to a person whenever human judgment is needed—with the full conversation context intact.
2:34 PM · personalized tone + human handoff
I really like that. How would you know exactly what I need, though?
First, we’d look at how you work today: the questions you receive, how you schedule, what information you need to save, and where most of your time is going.
From there, we design a workflow around your business. We can even show you a concept demo before defining the final version, so you can see how it would feel in practice.
Would you like to start by telling me what type of service you offer and roughly how many messages you receive each day?
From there, we design a workflow around your business. We can even show you a concept demo before defining the final version, so you can see how it would feel in practice.
Would you like to start by telling me what type of service you offer and roughly how many messages you receive each day?
2:35 PM · moves into business assessment
What this example shows: the AI keeps context, asks useful questions, adapts its tone, explains its limits, and knows when to hand off to a person. In a real project, responses and rules are configured for each business.
Rules
Events that trigger actions without repetitive manual work.
New lead
Send a welcome message + ask about the need.
Send a welcome message + ask about the need.
No reply after 24h
Send a friendly follow-up.
Send a friendly follow-up.
Appointment confirmed
Schedule a reminder.
Schedule a reminder.
Leads
Information organized from each conversation.
| Name | Source | Interest | Status | Owner |
|---|---|---|---|---|
| Ana Torres | Business service | Qualifying | Unassigned | |
| Martín López | Web | Appointment | Qualified | Paula |
| Carla M. | Information | Follow-up | Diego |
History
Traceability of automated actions.
Follow-up sent
Ana Torres · 14:32
CompletedAna Torres · 14:32
Lead assigned
Martín López → Paula · 13:58
CompletedMartín López → Paula · 13:58
Reminder scheduled
Appointment #A104 · 12:41
PendingAppointment #A104 · 12:41