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AI systems

An AI agent
in pre-sales.

Inbound arrives on WhatsApp at any hour. The agent holds the conversation, qualifies, sends the right material, routes to the rep for that region and, on the entry-level product, closes the deal with a payment link.

FrontAI systems
ChannelWhatsApp
Writes intoOwn CRM
StatusIn operation

The conversation

How it handles a lead.

A reproduction of the real flow, with fictional data. Watch what happens after the last message.

Under the hood

What holds this up.

The agent runs on a language model behind a signed webhook, with its behaviour configured through the admin interface rather than in code. Persona, materials, mode and limits change without a deploy, so the people who own the message keep owning the message.

Its limits are structural: a per-conversation kill switch, rate limiting per phone number, an allowlist, and a handoff that pauses the agent the moment a human takes over. It does not resume on its own after that.

And the part that usually gets forgotten: it writes into the CRM. The conversation does not end in a chat history. It becomes a scored lead, routed, with a task opened for a named person.

A trap worth writing down

Never derive the conversation ID from a typed number.

WhatsApp normalises phone numbers. The thread you start and the thread the reply lands in can differ by a single digit, and the agent, whose memory is keyed on that identifier, re-introduces itself to someone mid-conversation.

The rule that got documented: always use the identifier the provider resolved, never the one a person typed. That kind of detail is what separates an agent that works in a demo from one that works in production.