WhatsApp AI Agent for Lead Qualification

Go to the AiSensy Signup Page. Create your account using either:

• Your Google account, or

• Your business email address by filling out the sign-up form.

Once signed up, Log in to AiSensy using the same Google account or email credentials.

Once you are logged in, navigate to and click on AI Agent available on the navbar on the left.

Fill in the details given below:

• Website (mandatory)

• Business type

• Anything special it should know? (optional)

• Business context (optional)

Once you fill these details correctly, proceed to hit '✨ Create agent' button.

Note* When you add your website while building the agent, AiSensy automatically builds an agent trained on your business.

When you add your website, AiSensy's AI engine auto-generates your business description. Set your agent's name, greeting, and a few ground rules it must always follow.

Fill the details given below:

• Website (fetched automatically)

• Agent/business name

• Greeting message (optional)

• Store currency

• Business type

• What the business does

• Ground rules

Train the agent on your business website. While adding information you can include your products or services, pricing ranges, target industries, service locations, ideal customer profile, and qualification criteria.

The agent uses this information to answer users' questions. This information can be submitted in the form of PDF, DOC, TXT, or CSV files. It never gives generic replies.

Every source shows "Ready" once learned.

Perform the below mentioned steps:

• Crawl a page (website URL)

• Upload files (PDF, DOC, TXT, CSV - up to 50MB each)

• Paste text (policies, scripts, price lists)

For lead qualification, it is also important to add your ideal customer profile and the criteria your sales team uses to qualify leads, such as requirements, budget, company size, and purchase timeline.

This helps the agent identify prospects who are a good fit for your business.

Adding images is optional for a lead qualification AI agent. But product images service visuals that can provide context, but aren’t necessary to qualify leads.

When you add your website, the AI Agent automatically fetches the image from it. You can control the visuals the agent can share in chat - product shots, catalogs, offers.

Untick any image it shouldn't send.

You can:

• Create Image library (enable/disable per image)

• Search images

Navigate to and click on '+ Add Skills' button. Lead Qualification is one of the pre-defined skills that you can select simply by clicking on the checkbox available next to it. 

Once you switch it on, you can expand it to set your qualifying signals, your cut-off and where a qualified applicant should go, then hit Done.

All you have to go through is:

• Skills list

• Enable the lead qualification skill

• Expand to configure its variables, templates & ads

Now, you must make sure that the instructions fed to the agent are clear and easy to understand. The agent behaves according to the instructions given to it.

The agent uses your instructions and connected catalog to help customers find and buy their desired products.

For more info, tap here to learn how to create a custom skill

While configuring, you can expand the enabled Lead Qualification skill. The 'When it’s used' section explains when the agent collects prospect details for sales follow-up. It’s managed by AiSensy.

Under Qualification Profile, configure:

• Qualification signals: Add the details to assess, their asking order, and which are essential for qualification.

• Qualify threshold: Set the minimum score needed to qualify a lead.

• Route a qualified lead to: Choose where qualified leads should go.

Set the additional details to collect and the actions the agent should take.

• Questions to collect: Add details needed before handoff. Mark essential questions as Required.

• Connected tools / APIs: Connect business systems or define a new API.

• Templates: Attach approved WhatsApp messages.

• Ad mapping: Select the ad linked to this skill.

• CRM sync: Optionally push qualified leads to your CRM.

• Trigger a flow: Choose an optional chatbot flow.

The changes you make apply immediately.

To connect a business system, click + Define a new API under Connected tools / APIs.

• Action name: Name the action, such as “Create CRM Lead”.

• When should the agent call it? Describe when it should run.

• Request: Select the method and enter the API URL.

• Headers, Params, Body & Auth: Add the details required by your API.

You can also use Paste cURL to import the request.

Click Test call to check it, then Next: variables to continue.

You can add products if the qualification depends on product interest or requirements.

Choose which catalog items the agent can recommend - so every suggestion comes from your actual range.

• Catalog products (select what the agent may recommend)

• Add products by hand (for bundles or items not in your store)

• Sync from Shopify

• Sync from WooCommerce

• Import CSV/XLS

Linking your meta ads is only relevant if your leads are arriving through Click-to-WhatsApp ads. In such a case, the agent needs to be trained to ask questions relevant to the advertised offer. 

You can map each ad to a custom greeting & context, so the agent knows exactly which ad brought the customer in.

• Add ad (map ad → custom greeting & context)

• Ad ID

• Label

• Greeting (first message to user)

• Context (extra context for the agent)

• Discount honoured at checkout (optional)

• Products featured in this ad

This step decides what happens when the agent can’t help a prospect. Custom pricing, complex requirements, or requests to speak with sales may need your team’s attention.

You can here, add a fallback message, switch on Hand off to a human, and set phrases that bring a sales representative into the chat.

What you must fill:

• Fallback message

• Where your agent runs: up to 3 test numbers

• Hand off to a human: toggle

• Trigger phrases

• Handoff message

It entirely depends on the flow. It can be optional if the lead is captured within the conversation. It can be useful if the agent must push details to a CRM, check existing records, or book a meeting through an external system.

Actions let your AiSensy powered WhatsApp AI agent fetch live information or complete tasks using connected tools and APIs - checking an order status, creating a CRM lead or booking an appointment.

Hit Add custom API action, tell it when to call it, then paste your cURL - the request fills itself in.

• Action name

• When should the agent call it?

• Paste cURL

• Request: method + endpoint URL

• Headers

• Params

• Body

• Auth

• Test call

Click on - Next: variables

In this step, you can test qualified, unqualified, borderline, and incomplete responses. You can also check if the agent asks one question at a time, avoids repeating answered questions, and applies your criteria consistently.

Chat with your agent before your customers do - 500 free AI messages to trial it. Happy?

Publish, switch the AI on & you're live.

• Test your Agent panel (Train/Live modes)

• Publish

• AI on/off toggle