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Lead Qualification & Follow-ups

How CP Goenka Automated Parent Engagement Engine on WhatsApp

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One Inbox for Faster Conversions

Stop missing messages spread across multiple apps. Watibot omnichannel inbox brings every channel into one place for faster replies, smart routing, and no context loss.

All Your Chats in One Inbox

WatiBot brings WhatsApp, web, and Instagram chats into one clean inbox, so your team can manage every conversation from one screen.

What your team sees

What your team can do on this screen

How this helps in real life

“Can I see WhatsApp chats and website messages in one place?”
Yes. Both land in the same inbox view, with a small channel label so your team knows where the chat started.

“What about Instagram DMs and replies?”
Those also appear in the same queue, so one agent can handle all three channels without logging into three different tools.

Welcome, Answer and Qualify with Chatbots

Watibot lets you put chatbots on WhatsApp, your website messenger and Instagram. The bot can welcome visitors, answer common questions and collect details, so your team only steps in when it really matters.

Show menus like Track my order, Talk to sales, View offers

Let users tap buttons instead of typing long messages

Ask a few essential questions to qualify a lead (name, phone, need, budget, timeline etc.)

Use the same basic flow on all channels, with small changes where needed

Let AI answer free-form questions using your own knowledge base and past chats

Suggest replies to agents inside the inbox so they can respond faster

Help with long or detailed answers where buttons are not enough

Always allow an agent to step in, continue the chat and correct or add details

The same chat thread shows both bot and human messages

Agents see everything the bot has already asked and collected

When an agent takes over, the bot pauses for that conversation

After the chat is closed, the data goes to tags, attributes and CRM as usual

Organise Your Chats by People, Teams and Outcomes

Instead of chats “floating around,” Watibot gives each conversation a clear owner and outcome. New messages go to the right person, handover from bot to human is smooth and your team can quickly mark what came out of the chat.

 

Route chats based on channel, topic or form answers

Send sales questions to sales, support issues to support, and so on

Balance work across agents so one person is not overloaded

Respect working hours, so chats go only to agents who are actually available

The bot asks the first few questions and collects key details

When the user wants a human, the chat moves to an agent in the same thread

The agent sees everything the bot has already asked and the answers given

No restart, no “please repeat” – the conversation simply continues

At the end of a chat, the agent marks what happened in one click

Use simple outcomes like Qualified lead, Not interested, Follow-up later

Dispositions help you see which chats turned into real opportunities

These outcomes can also update your CRM and trigger follow-up messages later

Tags and Customer Details That Travel With Every Chat

When a chat comes in, your team needs more than just the last message. Watibot keeps customer details and tags next to every conversation and can sync them to the tools where you track your leads or customers, so agents always know who they’re talking to and what has happened before.

Each chat shows basic details like name, phone and channel

You can also see past conversations and recent activity

Simple fields like location, order count or interest area can show up here

Agents don’t have to jump between tools to understand the person

Create your own tags like Hot lead, COD risk, IELTS – Canada, Repeat buyer

Apply tags during or after a chat in one click

Use tags later for campaigns, follow-ups or simple filtering inside the inbox

Keep tags clean and shared, so everyone on the team speaks the same language

Push key tags and fields to tools like your CRM or other lead / customer systems

Make sure sales, support or counselling teams all see the same information

Cut down on manual updates and double entry for your team

Keep reporting and pipelines more accurate because chat outcomes are synced

See How Your Team Is Doing, Not Just Your Chats

Watibot doesn’t just show you messages. It also shows how your team is handling them, who is replying fast, who is closing more chats and where things are getting stuck, so you can coach better and plan staffing with real data.

See how many new chats came in across all channels

Track how many were answered, how many are still waiting

Check how long, on average, it takes for your team to send the first reply

Spot busy days and hours so you know when you need more people online

View chats handled per agent across WhatsApp, web and Instagram

See who is closing more conversations and who has more pending

Compare reply times, so you can support agents who are falling behind

Use this data for coaching, rewards or planning shifts in a simple way

Break down chats by simple outcomes like Solved, Follow-up later, Sales lead

Notice which topics or types of chats take the longest to close

Understand which channels bring more serious leads versus basic questions

Use these patterns to improve bot flows, FAQs or handover rules over time

From Messy Inbox to Clear Priorities

When chats pile up, your team should not scroll endlessly. Watibot lets you filter conversations by person, channel, status or lead quality, and save those views, so everyone can focus on the chats that matter most to them.

How Different Teams Use the Omnichannel Inbox

Use cases for ecommerce

Use cases for Use cases for non-ecommerce

Product doubts and size / fit questions

Course, program or service enquiries

Order and delivery status updates
Application, case or service status updates
Shipping updates and COD → prepaid nudges
Class, session, fee or meeting reminders
Returns, exchanges and damaged product issues
Billing issues, schedule changes, service complaints
Store visit bookings, styling or product consult slots
Campus visits, counselling calls, site visits, clinic or demo appointments
Offer and launch replies from WhatsApp / Instagram campaigns
Event, webinar or admission campaign replies
VIP buyers, repeat customers, high order value customers
Key accounts, long-term patients/clients, high-potential students
Cart / browse abandonment follow-ups
Enquiry drop-offs and no-shows for visits or meetings
Loyalty, reorder and refill prompts
Ongoing engagement and renewal prompts
Internal IT, HR or operations support chats