An AI agent handles the first sales contact, qualifies leads, schedules demos and hands your team only opportunities with real buying potential — with full context logged in Salesforce.
Sales reps spend more time screening leads than closing deals.
Interested prospects arrive on WhatsApp constantly, but most ask the same initial questions.
The team spends hours screening and collecting information instead of negotiating and closing.
Leads with buying potential go cold due to slow response times.
Automated first sales contact, available 24 hours a day on WhatsApp, integrated with Salesforce.
Explains features, plans and differentiators instantly, with no wait queue.
Asks intelligent questions to understand what the prospect really needs.
Logs company size, industry, contact role and other relevant data to qualify the lead.
Recommends plans and features according to the profile and identified need.
When the lead shows interest, the agent automatically schedules a demo with the sales team.
All conversation and qualification data is logged in the CRM, with no manual data entry.
When the lead is qualified, the conversation is handed off to a sales rep with full context — no need for the customer to repeat anything.
Only qualified leads ready to move forward reach your sales team — the agent handles the rest. Your reps focus on negotiating and closing.
The company received a high volume of contacts interested in its products through WhatsApp, but the sales team spent too much time answering initial questions, collecting information and identifying which opportunities actually had buying potential. This meant sales reps spent less time on negotiations and closing.
With the chatt2.me Agent, it deployed an AI agent in charge of the first sales contact, serving potential customers automatically and personally on WhatsApp — answering questions, qualifying leads, presenting solutions, scheduling demos and logging all information directly into Salesforce.
The sales team started receiving only leads with higher conversion potential, already with the full conversation context. Reps focus on negotiating and closing new business while the agent handles the first contact 24 hours a day.
New prospects get an instant response, any day, any time — without depending on your team's availability.
The agent collects and organizes each lead's information before it reaches the sales rep.
Initial questions and screening stop eating up the sales team's day.
Reps dedicate their time to what drives results: negotiating and closing new business.
All conversations and qualification data are automatically logged in the CRM.
Only leads with higher conversion potential reach the sales team, ready to move forward.
During the conversation, the agent asks questions to understand the need, company profile and buying stage — and classifies the lead based on this information before handing it off to the sales team.
Yes. When the lead shows interest and meets the qualification profile, the agent automatically schedules a demo or meeting on the sales team's calendar.
The conversation is automatically handed off to a sales rep, with the full history and qualification data already logged. The customer never has to repeat anything.
The case on this page happens on WhatsApp, but chatt2.me is omnichannel — the same agent can operate on the platform's other channels, such as Telegram, Instagram and Messenger.
Conversation logging and lead qualification happen in Salesforce, and it is in this CRM-integrated scenario that the solution delivers the most value — with the full lead history at the sales team's fingertips.