Salesperson round-robin
The qualified customer goes to the next salesperson in the queue, who has 30 minutes to reply. With no reply, the lead moves on to the next one.
For physical and online stores
AI SDR on WhatsApp for stores: from ad to closed sale
Anyone who asks about a product gets a reply in seconds, at any hour. The AI finds out what the customer is looking for, by when, plus delivery and payment, then hands off to the next salesperson in line. Price, stock, and lead time come only from what's in the knowledge base.
- Replies in seconds, 24/7
- Salesperson round-robin
- Card details and passwords stay out of the chat
Where the sale slips away today
Product questions go unanswered, and the cart goes cold
“Do you have it in size M?” arrives at 11 p.m., and the reply goes out after the customer has already bought somewhere else.
A quote that's sent gets buried in the chat, and nobody remembers to follow up.
The manager doesn't know which ad brought in this month's sales.
The customer's journey
A straight line from ad to closed sale
Today, customer questions wait until a salesperson has a minute. Here, the AI answers right away with what's in the knowledge base and logs every step on the pipeline card.
- AdForm or click to WhatsApp
- AI repliesIn seconds, at any hour
- QualificationProduct, deadline, and delivery
- Round-robinThe next salesperson in the queue
- Salesperson30 min to reply
- QuoteProduct and amount on the card
- PaymentPayment link, never a card number in the chat
- Sale closedSyncs back to your system
Done in the dashboardSyncs back to your system
Built for retail
Every product question becomes a next step
The pipeline the store uses
New contact, qualified, in progress, quote sent, awaiting payment, and sale closed. The quote requires the product and amount; payment, the method and delivery.
Your system still knows everything
Qualified, sent to a salesperson, changed stage, or sold: your system gets an alert right away. And store orders can come into the dashboard so the AI knows what each customer has already bought.
From spend to sale
Upload your ad spend spreadsheet and see, by campaign, ad set, and ad, what each contact, each quote, and each sale cost, plus the return on revenue.
Teach your ads to bring in buyers
With conversions on, every qualified lead, quote, and sale is sent back to Meta, with the purchase value. Campaigns start looking for people similar to those who bought, not just those who clicked. Phone numbers and emails are sent encrypted.
Examples use fictional companies, people and numbers.
Ready on day one
During onboarding, the specialist sets up your account for the “Retail and stores” industry, and it starts out ready to go
This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.
The pipeline
- New contact
- Qualified
- In progress
- Quote sent
- Awaiting payment
- Sale closed
The qualification questions
- What they're looking for“What are you looking for today?”
- By when“By when do you need it?”
- Delivery or pickup“Would you rather pick it up at the store or have it delivered?”
- Payment“Would you rather pay with Pix or card?”
- Relationship with the store“Have you bought from us before?”
By the numbers
- Pipeline stages
- 6
- Deal fields
- 7
- Qualification items
- 5
- Re-engagement messages
- 3
Industry considerations: Quoted price and deadline bind the store: the AI only says what's in the knowledge base, and cards or passwords never go through the chat.
Book a demoHow it starts
In one afternoon, without replacing your store's system
Connect the store's WhatsApp
The official account, with approved templates. The customer gets the first reply within seconds.
Choose the Retail and stores template
In Pipeline → New board, the board comes with the stages, the order fields, and round-robin already on. Then just set up the salesperson queue.
Build the store's knowledge base
Products with price, stock, and lead time, payment methods, shipping, and exchange policy. The AI only answers what's in the knowledge base.
Does the AI confirm stock and price?
Only what's in the knowledge base, because what the AI says is binding for the store. Anything not in the knowledge base goes to the salesperson.
What about payment?
Through a payment link or in the store. Card numbers, passwords, and security codes never go through the chat.
What about exchanges and returns?
The AI explains the right of withdrawal when asked and never refuses an exchange on its own: the case goes to the salesperson.
Watch your next customer get a reply in seconds
We'll show you with your own ads and pipeline.