Systems & automationCase studyDocumented flowFlagship case study
WhatsApp Sales Agent
Lead qualification and human-handoff workflow
A sales workflow pattern for handling basic WhatsApp inquiries, qualifying intent, and handing off to people at the right point.
A practical WhatsApp workflow for qualification, context, and human handoff.
- Organisation
- PT. Bumi Raya Internusa
- Year
- 2024
- Status
- Case study
Position
Where this sits in the system
Editorial positioning across the five stages of the operating path. It is not a performance claim.
- 01Get foundNot part of this project
- 02Make it clearNot part of this project
- 03Keep contextIn scope for this project
- 04Follow throughIn scope for this project
- 05Learn & repeatNot part of this project
Flow
The operating flow
Three moves, as described on the product page.
- 01Read the intent
- 02Answer or qualify
- 03Hand off with context
Record
How the flow runs
Six beats in published order — problem, constraint, thinking, build, proof, role.
Problem
Sales teams lose time to repeated early questions, while promising enquiries can lose momentum when the next action is unclear.
Constraint
This is a documented flow rather than a deployed system, so the material is illustrative and labelled as such.
- Surface
- Documented workflow · Illustrated flow
Thinking
Mapped common intents, defined the limits of automated responses, and set clear moments for a human handoff.
Build
A documented flow from incoming message to intent classification, approved response patterns, CRM logging, and human escalation for quotation-stage conversations.
Proof
Illustrative material only. Counts describe published material, not performance.
- Views in this record
- 02
- Verified public figures
- None
Stated outcome
A clearer response pattern that helps the team spend more time on conversations requiring judgment instead of starting every interaction from zero.
Role
Automation design and workflow build
- Organisation
- PT. Bumi Raya Internusa
- Stage
- Case study · 2024
Step 01 of 06
Move with←→
Proof
Evidence
Evidence boundary
Documented case study: illustrative material is labelled clearly
- Evidence class
- Documented flow
- Published
- Illustrative flow material.
- Not published
- Live system telemetry.
Artwork: Illustrative sales automation artwork. It is a public-safe illustration, not a production interface or customer data.
Stack
Tools
- n8n
- WhatsApp API
- AI Model
- Google Sheets
Working on a similar problem?
Share the process, the people involved, and the first useful step.
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