Customer Support and Voice AI
AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
WhatsApp Agents
WhatsApp AI Lead Qualification
Inbound WhatsApp leads asked the right questions, scored, and routed to sales while the chat is still warm.
Inbound WhatsApp leads cool off quickly, and reps waste time chasing people who were never going to buy. This agent asks every lead the qualifying questions you choose, scores the answers against your criteria, and sends hot leads to a rep or your CRM while the chat is still active. It does not pitch or close. Your team does that.
- Every WhatsApp lead asked the same qualifying questions
- Hot leads routed to a rep while the chat is active
- Scores and reasoning recorded so reps know who to call first
$2,500
20–30 working days
Optional maintenance $249/mo
What it is
WhatsApp AI Lead Qualification is an AI agent that asks a WhatsApp lead the qualifying questions you choose, scores the answers against your criteria, and routes hot leads to a sales rep or your CRM right away. It qualifies; it does not pitch or close.
Why businesses buy it
Sales teams lose deals in the gap between an enquiry and a first reply, and lose hours on leads that were never a fit. When questions are asked inconsistently, nobody can tell which leads matter. This agent qualifies every inbound WhatsApp lead the same way, at any hour, and passes the good ones over with a score and the reasons behind it. The Scope Card records the questions, scoring and routing that will be built, so the decision rests on a clear written plan rather than a promise.
Problems this solves
WhatsApp leads sit waiting until a rep has time
The agent starts qualifying a WhatsApp lead as soon as they message. It asks the questions you choose while the lead is still engaged, rather than hours later.
Reps chase leads that were never going to buy
Answers are scored against your criteria, so only hot leads reach a sales rep. Cooler leads are recorded for later, and your team spends time where it counts.
Lead details from chats never make it into the CRM
Hot leads are routed to a rep or your CRM right away, with the answers attached. The record is complete before anyone picks up the lead.
Qualifying chats turn into premature sales pitches
This agent qualifies only; it does not pitch or close. Leads are not pushed before your sales team speaks with them. Your reps hold the sales conversation once a lead is ready.
A good fit if
Leads message your WhatsApp number from an ad, a click-to-WhatsApp button, or your website.
You already have a set of qualifying questions, such as budget, timeline or company size.
You want a lead score and the reasoning behind it in your CRM before a rep ever calls.
You want hot leads routed to a rep immediately, while cooler ones are nurtured on a slower track.
Not the right fit if
You want the same chat to also pitch and try to close, not just qualify. See WhatsApp AI Sales Agent.
You are sending qualifying questions out to a whole list, not answering leads who messaged first. See WhatsApp AI Campaign Agent.
The lead's question is really about support or troubleshooting, not fit. See WhatsApp AI Support Agent.
You are qualifying completed phone calls, not live WhatsApp chats. See AI Call Qualification Agent.
How it works
- A lead messages your WhatsApp Business number, opening a session so the agent can ask questions freely for 24 hours.
- The agent asks your qualifying questions in a natural order, adjusting the next question to what the lead already answered.
- Each answer is scored against the criteria you set, such as budget, authority, need and timeline.
- Leads that clear your threshold are routed to a sales rep or your CRM straight away, with the score and reasoning attached.
- Leads that do not clear the threshold are logged with the reason, so nothing is lost even if they are not routed to a rep.
- Template messages, pre-approved by Meta, follow up a lead who goes quiet once the 24-hour session window has closed.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your business information (company basics, hours and brand voice), shared during intake.
- Your WhatsApp Business Platform account, or help getting one set up if you do not have one yet.
- A verified Meta Business account, since Meta requires this before a number can send business messages.
- Your qualifying questions and the criteria that make a lead worth routing to a rep.
- The phone number the agent should use, and wording for any follow-up templates that need Meta's approval.
- The CRM or the person a qualified lead should reach, and how quickly it needs to get there.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker on your side who can approve the scoring criteria and sign off on launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your qualifying questions and scoring criteria agreed with you.
Weeks 1–2
Conversation flows, scoring logic and template messages are built.
Week 3
Your CRM and routing rules are connected, and templates go to Meta for approval.
Weeks 3–4
40 end-to-end test conversations run, with transcripts sent to you.
Week 4
Your review and two rounds of changes to the scoring.
Go-live
Live, with a recorded handoff session, and support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,500 |
| Express | 15–25 working days | $2,950 |
| Rush | 10–20 working days | $3,400 |
What you receive at handover
- WhatsApp AI Lead Qualification, configured and live on your WhatsApp Business number
- Workflow, prompt and guardrail configuration with your qualifying questions and scoring rules
- Up to five message templates submitted for Meta approval
- Connection to up to two agreed systems, such as your CRM
- A test report from 40 end-to-end test conversations
- An admin guide, recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- Leads can be qualified while they are still in the conversation.
- Reps can focus on leads that meet your criteria.
- Lead records can arrive in the CRM with answers already filled in.
- Time to qualification
- Compare time from first WhatsApp message to qualified status in your CRM, before and after launch.
- Hot leads routed per week
- Count leads the agent routes to reps, from the CRM, each week.
- Rep acceptance
- Ask reps to accept or reject routed leads, and track the acceptance rate monthly.
Before you start: Export a month of WhatsApp leads with first-contact times and outcomes. Note how many reps judged worth pursuing.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it is paid in your own accounts: WhatsApp conversation fees charged by Meta, plus roughly $30 to $150 a month for AI model usage and hosting.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship, including Meta's. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance, which covers monitoring, fixes and monthly change hours for things such as a new qualifying question or an updated scoring threshold. Maintenance starts after the 30 days of included support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A lead-qualification tool charges monthly per lead volume tier | A custom build gets quoted after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A lead-qualification tool ships a generic scoring model | An agency agrees scope during the project | Ours is built on the qualifying questions you already use |
| Speed | A lead-qualification tool often batches leads for later review | An agency build depends on what was agreed | Ours routes a qualified lead the moment it scores |
| Delivery | A lead-qualification tool needs weeks of scoring calibration | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| What it does | A lead-qualification tool rarely separates qualifying from pitching | An agency build depends on what was agreed | Ours only qualifies; selling is a separate, dedicated product |
Questions about this product
How much does WhatsApp AI Lead Qualification cost?
The fixed price for each delivery speed appears in the price and delivery panel on this page, before checkout. It pays for everything on the Scope Card: your qualifying questions and scoring rules built in, one WhatsApp number, up to two connected systems such as a CRM, 40 test conversations and 30 days of support after launch.
Does WhatsApp AI Lead Qualification try to close the sale itself?
No, it asks your qualifying questions, scores the answers, and routes a qualified lead to a rep or your CRM. It does not pitch or attempt to close. If you want the same chat to also sell, WhatsApp AI Sales Agent is built to qualify, pitch and close in one conversation, and you can compare the two side by side.
What does WhatsApp AI Lead Qualification cost to run each month?
Running costs include WhatsApp conversation fees charged directly by Meta, plus roughly $30 to $150 a month for AI model usage and hosting. You pay those providers directly, in your own accounts, so you keep ownership of every relationship, including your Meta Business account. We charge nothing per lead scored.
How fast are qualified leads routed to a rep?
As soon as a lead clears the scoring threshold you set, the score and the reasoning behind it are routed straight to your CRM or the rep you chose, while the conversation is still active. This is one of the scenarios covered in the 40 end-to-end test conversations run before launch.
What do we need from you to get WhatsApp AI Lead Qualification started?
We need your WhatsApp Business Platform account, a verified Meta Business account, the qualifying questions you want asked, how each answer should be scored, and where a qualified lead should go, such as your CRM or a named rep. Access to your CRM is shared by adding our team as a user or a key you control, never by email.
Will leads know they are being qualified by AI?
Yes, the conversation opens with a short disclosure in your own wording, so leads know before they answer any questions. Meta's WhatsApp Business Platform expects clarity about automated messaging. You approve the exact wording during intake, and it can be changed later through monthly maintenance.
Can we change the qualifying questions after launch?
Yes, adjusting an existing question or scoring rule fits inside the monthly change hours of maintenance. Adding a whole new qualification path, for example a separate set of questions for a different product line, comes through the Additional Workflow add-on, quoted before it starts.
Guides on this topic
All guides Qualify the lead before the chat goes cold.
Order WhatsApp AI Lead Qualification today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
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