Use Case · Sales

WhatsApp leads, structured instantly.

Phone number in, qualified lead JSON out. Integrates with any CRM via webhook. Async follow-ups included.

87%
Completion rate
6.2
Avg turns
24h
Follow-up delay
3×
CRM pipeline

The problem

Most lead qualification happens in email threads or Calendly forms that lose 60%+ of prospects before completion. WhatsApp has 3x higher open rates — but no native way to collect structured data.

Existing WhatsApp bots send canned messages and dump transcripts into a spreadsheet. TrueNorth extracts typed, validated fields and pushes them directly to your CRM.

How the pipeline works

1
Prospect sends a WhatsApp message
Any message to your WhatsApp Business number starts a session. Phone number becomes the session ID — no login, no form link to click.
2
TrueNorth qualifies in real time
The agent collects budget, timeline, use case, team size, and decision authority — adapting questions based on previous answers.
3
Structured JSON sent to your CRM
On session complete, a validated lead object is posted to your CRM webhook. Salesforce, HubSpot, Pipedrive — any REST endpoint.
4
Async follow-up if dropped off
If the prospect leaves mid-session, TrueNorth re-initiates with a personalised message after 24 hours. 87% completion rate with 3 follow-ups.

YAML configuration

Async follow-ups and CRM webhook — all in the schema.

lead_qualification.yaml
id: lead_qualification
persona: "You are a friendly sales assistant at a SaaS company."
fields:
  - name: company_name
    type: text
  - name: team_size
    type: integer
  - name: budget_usd
    type: integer
    # "around 10k" → 10000
  - name: timeline_weeks
    type: integer
  - name: decision_maker
    type: boolean
follow_up:
  enabled: true
  after_hours: 24
  channel: whatsapp
webhook: https://your-crm.com/api/leads
Try the lead qualification agent
Live demo in the playground — no account needed.
Open Playground Read the docs