What it does
- Ask your qualifying questions in conversation and capture the answers.
- Forward the qualified lead and the conversation to the right salesperson by email or WhatsApp.
- Route low-intent messages to a standard reply and keep a record.
- Design outbound qualification scripts with the Calling Agent template (simulation mode only; no real calls are made).
- Review every conversation and hand-over in the history.
How it works
- Connect your channels: WhatsApp Business numbers through the Meta WhatsApp Cloud API, and your shared mailbox through ERA.
- Describe in plain language the kinds of enquiry you receive and what should happen to each: reply, forward to a person, or both.
- Add your business information, and for knowledge-heavy answers attach a knowledge base, so the agent answers from facts you provide.
- Send test messages, set a fallback for anything that matches no route, then enable the workflow and review every message in the execution history.
Who it is for
Sales teams with a steady flow of enquiries of mixed quality: education admissions, real estate, travel packages, B2B services and manufacturing.
Control and safety
You decide what is automated. Each route can reply, forward the enquiry to a person, or do both, the agent can only use the destinations you saved, and every message and action is kept in the execution history so your team can review it.
Frequently asked questions
Does the calling agent make real calls?
In this release it runs in mock mode: simulated people answer and no real call, email or calendar event is made, so you can design and test a script.
Where do qualified leads go?
To the email address or WhatsApp number you saved. You can also create a ticket in your own CRM from ERA email enquiries when you connect one.
Does the agent replace my team?
No. It handles the repetitive first response and sends real enquiries to the right person with the details attached. Anything that needs judgement, such as a custom price or a complaint, is forwarded to your team.
Also known as
Lead Qualification Agent also covers what people search for as:
- AI Lead Qualification
- Lead Scoring Automation
- Sales Lead Triage
- Lead Response Automation
- Inbound Lead Qualification