Run a 24/7 sales agent across WhatsApp, Instagram, and Facebook

One AI agent talks to leads on WhatsApp, Instagram, Facebook, Telegram, and your website, logs them in your CRM, and books meetings.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead sends a message"]:::trig s0["check message type"]:::task s1["answer using knowledge base"]:::svc s2[("update crm lead record")]:::store s3[("book appointment")]:::store trig --> s0 s1 --> s2 s2 --> s3 gx{"× is message voice or text"}:::gate s0 --> gx p00["transcribe voice note"]:::task gx -->|"voice message"| p00 p10["use text directly"]:::task gx -->|"text message"| p10 jn{"○ message ready"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"qualified lead logged and booked"/]:::out pay{{"no missed leads across channels"}}:::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 sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsVoice & PhoneKnowledge Base & RAGCRM & Sales PipelineSocial Media ManagementSpreadsheet & Database OpsScheduling & CalendarFile & Cloud Storage
Connects
WhatsAppInstagramFacebookTelegramAirtableGoogle CalendarGoogle Drive

The problem it solves

Leads message you across five different channels and someone has to be available to answer, qualify, and book them before they lose interest and go to a competitor. Keeping your CRM and calendar updated after every conversation is its own job on top of that.

Who it fits

Service businesses like agencies, consultants, and clinics that manage leads across multiple messaging channels.

How it works

  1. A lead messages you on WhatsApp, Instagram, Facebook, Telegram, or your website chat
  2. Voice notes are transcribed automatically so the assistant can read them
  3. AI answers using your own knowledge base of services, pricing, and process
  4. When needed, it creates or updates the lead in your Airtable CRM
  5. When the lead is ready, it books the appointment directly in Google Calendar
What you get

Leads greeted the instant they message you

You get one AI agent answering leads across WhatsApp, Instagram, Facebook, and Telegram, and booking meetings on your calendar.

What you get

Qualified leads logged in your CRM and appointments booked automatically, across every channel.

What you need

Accounts for the messaging channels you use, an Airtable account, a Google Calendar account, and a database for your knowledge base.

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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