Automate lead qualification and call booking in chat or voice
They used an AI setup to qualify inbound leads over WhatsApp or voice, then hand only strong prospects to a human or book calls automatically.
- What they did
- One commenter described a system that chats with leads by WhatsApp or voice, keeps track of earlier exchanges, and judges interest as the conversation goes on. If a lead looks promising, it can keep the thread moving, send follow-up messages, or schedule a call; weaker leads never reach a person. Another commenter said they paired Clay with Apollo for enrichment and sequencing on cold outreach, but that part needs time to set up.
- How it went
- The thread says this approach reduced manual work by 80% and felt more natural to customers. It did not include booking rates, conversion figures, or revenue numbers.
- Tips
- The biggest tradeoff is setup effort, especially if you want Clay and Apollo in the mix. Before letting it act on its own, test the questions, handoff rules, and booking flow with a small batch of leads.
Try it yourself with Lindy
Set up an assistant for my [business type] that handles new leads on [WhatsApp/voice]. Ask these qualification questions one at a time: [question 1], [question 2], [question 3]. Keep a memory of each lead’s past messages, decide whether they are a strong fit, and if they qualify, offer times from my calendar at [calendar link]. If they do not qualify or the assistant is unsure, collect the key details and hand them to me instead of pushing ahead. Before any call is booked, message me for approval; before sending, deleting, or submitting anything irreversible, pause and wait for my confirmation. Show me a few test conversations first so I can adjust the tone and scoring rules.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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