AI Lead Qualifier — calling & WhatsApp
An Odoo-based qualification system that gives prospects consistent answers, then qualifies them by voice or WhatsApp before the sales team steps in.
- Sector
- Sales operations · Applied AI
- Duration
- Live system
- Scope
- RAG knowledge system · AI calling agent · WhatsApp
The problem
Inbound leads need fast, accurate answers before they are ready for a salesperson. The sales team was spending time on early conversations, repeating product information and chasing lead details across channels.
What we built
We built a retrieval-augmented generation (RAG) system over the business knowledge base, then connected it to an AI calling agent and WhatsApp workflow inside Odoo. The agents answer grounded questions, collect qualification details, record calls and chats, and pass qualified leads to the team with their conversation context.
The numbers
- Admissions tracked
- 10
- AI calls logged
- 14
- WhatsApp chats handled
- 5
- Qualification channels live
- 2
Client names are omitted where appropriate; project details reflect the work delivered.
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