The problem of unqualified leads
When a lead arrives via WhatsApp, your sales team needs to know three things before investing time: if they have enough budget, if they need what you offer, and if they have decision-making power. Without that information, advisors spend hours in conversations with prospects who will never buy.
An AI sales chatbot solves exactly this. Receive the first contact, ask the right questions naturally and deliver to the advisor only the leads that pass the filter.
The questions a sales chatbot should ask first
The chatbot cannot look like a form. You should converse naturally, but with a clear objective: collect the information your sales team needs to evaluate the lead. The questions vary by industry, but there are four that are universal.
- What type of company or project are you writing to me for? (company vs natural person)
- When do you need the solution? (urgency)
- Do you have a defined budget for this or are you still evaluating options?
- Do you make the final decision or are there more people involved?
Qualification criteria: when to pass the lead to the advisor
Not all qualified leads are created equal. Define three levels before implementing the chatbot. Hot leads (all criteria met): go directly to the advisor with real-time alert. Warm leads (2 of 3 criteria): The bot schedules a call in the next 2 days. Cold leads (unqualified): The bot sends valuable content and adds them to a nurturing sequence.
This automatic segmentation can triple the efficiency of your sales team: instead of answering 50 queries, the advisor only works on the 15 that really have closing potential.
Turn this article into a technical decision
Tell us your context and we will send back the recommended next step for your business.
CRM Integration: The Step Most Skip
A chatbot that only chats but does not record is of limited usefulness. The real value appears when the bot automatically registers the lead in the CRM with all the collected data, assigns an advisor according to the profile and triggers the first step of the sales sequence.
The most compatible CRMs for integrations of this type in Peru are HubSpot, Pipedrive, Kommo (formerly amoCRM) and custom systems. The integration can be direct via API or through intermediate platforms such as Make or Zapier.
How to measure if your sales chatbot is working
The metrics that matter are not how many messages the bot sends. They are: qualification rate (what percentage of contacts pass the filter), conversion rate from qualified lead to sale, and average time from the first contact to the first meeting with the advisor.
If your qualification rate is greater than 30% and the conversion of qualified leads is similar to that of referral leads, the chatbot is working. If the rating is very high, possibly the filters are too lax.
To compare between a flow chatbot and an agent with generative AI in sales, read our article on chatbot vs AI agent: which one does your company need?
