Turn website and social media leads into sales automatically

An AI sales agent chats with leads on your website and social channels, then books meetings and updates your CRM.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"lead messages you online"]:::trig s0["AI reads lead message"]:::task s1["Answers questions and recommends products"]:::task s2["Offers discount to close deal"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ which closing actions needed"}:::gate s2 --> gx p00["Send payment link"]:::task gx -->|"Payment"| p00 p10["Book calendar meeting"]:::task gx -->|"Meeting"| p10 p20["Update CRM record"]:::task gx -->|"CRM"| p20 p00 --> out p10 --> out p20 --> out out[/"booked meeting or payment link sent"/]:::out pay{{"faster consistent follow-up across channels"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGCRM & Sales PipelineSocial Media ManagementSurvey & FeedbackFinance & Accounting
Connects
FacebookInstagramWhatsAppGoogle CalendarGoogle Gemini

The problem it solves

Leads message you at all hours across your website, WhatsApp, Instagram, and Facebook, and you can't always reply fast enough to close the deal. Slow responses mean prospects lose interest or buy from someone else. Keeping every conversation, quote, and follow-up organized across channels is a constant juggling act.

Who it fits

Sales teams and small businesses that get leads from multiple online channels and want faster, consistent follow-up.

How it works

  1. A lead messages you through your website chat, WhatsApp, Instagram, or Facebook
  2. AI reads your product and company information and responds like a real salesperson
  3. It answers questions, recommends products, and can offer a discount to close the deal
  4. It sends a payment link, books a meeting on your calendar, and updates your CRM
What you get

Leads that turn into booked sales calls

You get an AI sales agent that chats with every lead across your website and social channels, then books meetings and updates your CRM.

What you get

A qualified conversation that ends in a booked meeting, a sent payment link, or an updated CRM record.

What you need

Accounts for your website chat or social channels, a CRM, a calendar, a payment processor, and an AI provider.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook