Problem —

Inbound leads coming in through messaging, going out through the cracks

A window panel business was receiving inbound customer inquiries through WhatsApp and Telegram, but the entire lead process was manual. The team had no structured system to qualify leads, collect project details, track conversations, assign staff, or book appointments.

Some messages were answered late. Some leads were not followed up properly. Potential customers were slipping through the cracks between messaging apps and manual notes. The business needed a way to turn messaging conversations into a clean, trackable sales pipeline.

Solution —

One AI agent. Two channels. One CRM pipeline.

We built an AI-powered lead management system connected to WhatsApp, Telegram, Google Calendar, and a custom CRM dashboard — one unified pipeline instead of scattered conversations.

The AI assistant, Aria, handles inbound inquiries from both WhatsApp and Telegram. It speaks with potential customers, understands the request, qualifies the lead, collects key information such as budget and location, and books appointments directly into Google Calendar — without any manual input from the sales team.

Every conversation flows into the CRM dashboard automatically. The sales team can view live interaction logs, lead status, AI-generated summary briefs, appointment details, and staff assignment from one organised interface. Instead of jumping between messaging apps and manual notes, they get one clean pipeline with the full customer context already prepared.

Capabilities —

From first message to booked appointment — no manual steps

Aria handles the full pre-sales qualification flow across both channels, feeding a structured CRM pipeline the team can act on immediately.

  • Inbound lead handling across WhatsApp and Telegram simultaneously
  • AI-powered qualification — project type, budget, location, timeline
  • Appointment booking directly into Google Calendar with confirmation sent
  • AI-generated lead summary briefs prepared before the sales call
  • Live conversation logs and interaction history in the CRM
  • Lead status tracking across the full pipeline
  • Staff assignment and follow-up management
  • Cross-channel deduplication — one lead record per customer
Result —

Manual lead handling replaced by a structured AI-assisted pipeline

The business moved from scattered manual lead handling to one structured AI-assisted sales pipeline. Aria now qualifies inquiries, collects important project details, books appointments, and organises every lead inside the CRM — across both WhatsApp and Telegram, around the clock.

The sales team logs in to see the full context for every lead, assign follow-ups, and manage opportunities without losing track of conversations. No missed messages. No manual data entry. No context lost between channels.

The result is faster response time, cleaner lead management, and fewer missed opportunities across WhatsApp and Telegram.