Turn WhatsApp and social media messages into booked consultations

An AI assistant answers sales questions on WhatsApp, Facebook, and Instagram, then books qualified leads onto your calendar.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"prospect sends a message"]:::trig s0[("look up existing contact")]:::store s1["answer questions from knowledge base"]:::task s2["qualify lead and check calendar"]:::task s3["book consultation and update record"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"consultation booked automatically"/]:::out pay{{"no lead goes unanswered"}}:::pay s3 --> out 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 stepAn outside serviceA record or sheetResultPayoff
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 PipelineLead Generation & ProspectingSocial Media ManagementMessaging & NotificationsSpreadsheet & Database OpsScheduling & Calendar
Connects
WhatsAppFacebook MessengerInstagramOpenAIAirtableSupabase

The problem it solves

You're juggling sales conversations across WhatsApp, Facebook, and Instagram, and every unanswered message is a lead going cold. Manually qualifying each person and finding a time to book them eats into the day, especially outside business hours.

Who it fits

Service businesses and sales teams that field leads through WhatsApp, Facebook, or Instagram messaging.

How it works

  1. A prospect messages you on WhatsApp, Facebook Messenger, Instagram, or your website chat
  2. The assistant looks up whether they're already a known contact
  3. It answers questions about your services using your stored knowledge base
  4. It qualifies the lead and checks your calendar for open times
  5. A booked consultation and updated lead record appear automatically
What you get

Consultations booked straight from chat

You get qualified leads from WhatsApp, Facebook, and Instagram booked straight onto your calendar.

What you get

A qualified, booked consultation and an updated CRM record for every conversation.

What you need

An OpenAI API key, a WhatsApp Business/Facebook/Instagram messaging setup, an Airtable account, and a Supabase database.

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

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