Muda Paisagens
AI-powered commercial pre-sales automation over WhatsApp Business, focused on answering new leads, running initial qualification through structured questions and automatically recording the information in Pipefy, using Make as the integration platform.
My contribution
I developed the complete WhatsApp intake and lead qualification automation, including the Make workflow and Pipefy integration.
project screens
challenge
New leads arrived over WhatsApp and depended on manual replies, delaying qualification and leaving information unrecorded.
solution
Automated AI flow on WhatsApp Business that answers and qualifies the lead with structured questions, integrating with Pipefy via Make for automatic recording.
features
- ▹Automatic replies to new WhatsApp Business leads
- ▹Qualification through structured questions
- ▹Automatic recording of information in Pipefy
- ▹Integration via Make
Product capabilities
- ▹pre-sales with no manual intervention
- ▹leads qualified automatically
- ▹information recorded in the CRM
stack
From the first message to the CRM record
WhatsApp intake
The workflow receives new contacts through WhatsApp Business and starts the initial conversation.
Structured qualification
The automation asks structured questions to collect the lead’s information.
Pipefy registration
Make connects the steps and sends the information to Pipefy for registration.
Planning a similar project
Start by defining which conversations to automate and what information the team needs to receive.
- Map the qualification questions and the points at which a person should take over the conversation.
- Check access to the messaging channel, Make and Pipefy, including the fields and stages used by the team.
- Agree on how to test responses, record creation, failures and retries before extending the workflow.
Other ways to organize operations
- Passagens Europa
For customer conversations connected to a CRM with quotes and finance.
- Rei
For tracking tasks, owners and execution stages.
