Intake
AI-Powered WhatsApp Intake & Qualification Bot
Discover how we transformed their operations through intelligent automation.
Key Result
Instant 24/7 Lead Qualification
Timeline
4 weeks development
The Challenge
Managing a high volume of leads from social media ads was overwhelming the manual intake team. Response times were lagging, and many inquiries were unqualified, wasting valuable attorney time on non-viable cases.
Our Solution
We deployed a sophisticated n8n-powered WhatsApp chatbot using the official Business API. Featuring persistent memory and human-like interaction, the bot qualifies leads in real-time. Successful leads are automatically synced to Airtable, an intake email is dispatched, and consultations are scheduled via Outlook and Calendly integration. The system seamlessly escalates complex queries to the human team when necessary.
Results & Impact
- 100% instant response rate for all ad leads
- Zero manual hours spent on initial qualification
- 50% increase in scheduled intake appointments
- Seamless human escalation for high-value inquiries