Real estate
Buy or rent, locality, budget range, move date and home loan need.
Read more about Real estate
Buy or rent, preferred locality, budget range, when they want to move, whether a home loan is needed.
Every new chat becomes a lead with its source and answers, so reps start informed.
A new number creates a lead, a known number joins its record, and every lead keeps the channel it came from.
In WhatsApp CRM, the first message from a new number creates a lead. If the number already belongs to a lead or a customer, the chat is matched to that record instead of creating a duplicate. When Desk is the CRM, its duplicate check compares phone numbers with the +91 and a 0 prefix normalised, so the same person written two ways is still one record.
We also record where the lead came from. A click-to-WhatsApp ad, a website chat button, a QR code on a brochure or a referral each carry a different source, which is what lets you later see which channel brings leads that close.
We write the questions with your sales team, not from a template.
Buy or rent, locality, budget range, move date and home loan need.
Buy or rent, preferred locality, budget range, when they want to move, whether a home loan is needed.
Treatment, new or returning patient, preferred day, time and branch.
Which treatment, new or returning patient, preferred day and time, which branch.
Company, need, team size, timeline and whether they decide.
Company name, what they need, team size, timeline, whether they are the decision maker.
Course, current class or degree, city and preferred batch.
Course of interest, applicant's current class or degree, city, preferred batch.

A model turns free-text replies into fields and a temperature, but never quotes prices or closes; off-script chats go to a rep.
People rarely answer in neat options. "Looking for 2BHK near OMR, maybe 60 to 70 lakhs, next year" contains a type, a location, a budget and a timeline in one line. A language model step reads free-text replies like this and fills in the fields, so the rep sees structured answers instead of a scroll of chat.
The AI can also give each lead a temperature, from cold to hot, based on the answers. It does not make promises, quote prices or close anything. When a question falls outside what it was set up for, or the customer asks for a person, the chat goes to a rep. WhatsApp's Business Messaging Policy expects that route to a human, and we would build it anyway.
Because chats can carry personal data, we keep only the fields your process needs and store them where your data protection obligations under the DPDP Act 2023, or UK GDPR for UK clients, say they should be.
The lead is still captured with whatever it has, marked as unqualified, and goes to a rep or onto a follow-up schedule, depending on your rules.
Yes. Questions and the fields they fill are configuration, not code we rewrite each time.
We recommend saying so in the first message. It sets expectations and makes the handover to a person feel natural.
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