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WhatsApp Sales Agent

Turn WhatsApp enquiries into qualified sales opportunities

Your customers are already using WhatsApp. The problem is that most businesses reply too slowly, ask inconsistent questions, or lose leads before a salesperson gets involved.

Centigen's WhatsApp Sales Agent engages inbound enquiries instantly, answers common questions, qualifies buyer intent, captures contact details, books meetings, and creates leads in your CRM.

It works with Salesforce, HubSpot, or Zoho CRM, and it runs under controls you approve: scoped authority, escalation to named people, and a full audit trail of every conversation and CRM write.

Book agent demo

See the agent running. Build scope and pricing come from the assessment.

How it works
Centigen AIWhatsApp AgentSalesforceHubSpotZoho CRMQualified leads written to your CRM in real time
Built for the UAE

Built for UAE businesses that sell through WhatsApp

In the UAE, WhatsApp is often the first place customers ask questions, compare options, request prices, and make buying decisions.

But if your team is busy, offline, or inconsistent, valuable enquiries get missed.

The WhatsApp Sales Agent gives every prospect an immediate, professional response while collecting the information your sales team needs to follow up and close faster.

Capabilities

What the agent does

Responds instantly

The agent replies to new enquiries in seconds, including evenings, weekends, and busy periods.

Answers common questions

It can answer FAQs about your services, pricing, availability, process, documents, locations, and next steps.

Qualifies the lead

The agent asks the right questions to understand intent, budget, urgency, requirements, and fit.

Captures contact details

It collects the customer's name, phone number, email, company name, and any other information your sales process requires.

Books meetings

When a prospect is ready, the agent can guide them towards booking a consultation or sales call.

Creates leads in your CRM

When a customer is qualified or books a meeting, the agent can automatically create or update a lead in Salesforce, HubSpot, or Zoho CRM.

Routes hot leads to your team

Qualified leads can be sent to your sales team through your agreed workflow, including CRM, email, Slack, Teams, or another internal system.

CRM automation included

Qualified leads written straight to your CRM

The WhatsApp Sales Agent can connect with your existing CRM, including Salesforce, HubSpot, or Zoho CRM.

When a customer is qualified or books a meeting, the agent can automatically create or update a lead in your CRM. This means your sales team does not need to manually copy WhatsApp conversations, contact details, requirements, or booking information into the system.

Each CRM record can include:

  • Customer name
  • Phone number
  • Email address
  • Enquiry type
  • Budget
  • Timeline
  • Requirements
  • Lead score
  • Conversation summary
  • Meeting date and time
  • Recommended next action

This helps keep your CRM accurate, reduces admin work, and gives your sales team a clear view of every qualified WhatsApp opportunity.

Example use cases

Where teams put it to work

Business setup and corporate services

Qualify prospects based on business activity, free zone or mainland preference, visa requirements, timeline, and budget.

Real estate

Qualify buyers and tenants based on location, budget, property type, move-in timeline, and viewing availability.

Clinics and wellness businesses

Answer treatment questions, capture patient interest, qualify intent, and route high-value enquiries to the booking team.

Professional services

Handle first-line enquiries for legal, accounting, tax, consulting, and advisory firms.

Home services and maintenance

Capture service requests, classify urgency, collect location details, and route jobs to the right person.

Why it matters

Speed matters

When a customer sends a WhatsApp message, they expect a fast reply. If your business responds late, the customer may already be speaking to a competitor.

The WhatsApp Sales Agent helps you:

  • Reduce missed enquiries
  • Improve response time
  • Capture more qualified leads
  • Reduce repetitive sales admin
  • Improve sales-team productivity
  • Automate CRM updates
  • Create a consistent customer experience
  • Keep a record of every conversation
How it works

From sales flow to live agent in six steps

1

We map your sales flow

We define your ideal lead qualification process, key questions, escalation rules, CRM fields, and handover criteria.

2

We train the agent on your business

We add your FAQs, service information, pricing guidance, process notes, and approved responses.

3

We connect your WhatsApp channel

We configure the agent to work with your agreed WhatsApp setup and internal handover process.

4

We connect your CRM

We connect the agent to Salesforce, HubSpot, Zoho CRM, or another agreed CRM, so qualified leads and booked meetings can be recorded automatically.

5

We test and tune

We test real enquiry scenarios, improve weak responses, and make sure the agent follows your sales rules.

6

You go live

Once approved, the agent starts handling inbound enquiries, qualifying prospects, booking meetings, and routing structured leads to your team.

The failure modes

What goes wrong when a WhatsApp agent is ungoverned

A WhatsApp agent speaks to customers in your name and writes to your sales pipeline. Run without controls, it does not fail loudly: it fails quietly, in conversations nobody reads and records nobody checks.

These are the failure modes we design against.

Missed escalations

A high-value buyer asks for a person and never reaches one. Without defined escalation rules, the hottest conversations stay with the agent while your team assumes someone is handling them.

Off-policy replies

The agent improvises a discount, quotes an outdated price, or promises a timeline nobody agreed to. On WhatsApp that promise is in writing, and customers keep the screenshot.

Unlogged CRM writes

Leads are created, updated, or overwritten with no record of what the agent changed or why. Errors surface weeks later as pipeline numbers your team no longer trusts.

Silent drift

Your services, prices, and process change, but the agent's knowledge does not. Answers that were correct at launch slowly become wrong, and nobody is reviewing the conversations to notice.

The controls

Your team stays in control of every conversation

The agent supports your sales team, it does not replace it. It operates inside boundaries you define, and you stay in control of the process.

Four controls make that real:

Scoped authority

The agent only does what you have authorised. The questions it asks, the answers it gives, and the CRM fields it writes are defined and approved before launch, and it does not act outside them.

Approval gates

Actions that carry consequence follow your rules. Pricing guidance stays within approved limits, and anything outside the approved flow, such as a discount request or an unusual commitment, is held for a human decision.

Escalation to named humans

High-value, complex, or urgent conversations, and any customer who asks for a person, are handed to a named member of your sales team with the full context attached. Nothing sits in a queue nobody owns.

Full audit trail

Every conversation, qualification decision, CRM write, and handover is logged and reviewable. You can see exactly what the agent did, when, and why.

What your sales team receives

Every lead, ready to action

Each qualified lead can include:

  • Customer name
  • Contact details
  • Enquiry type
  • Budget
  • Timeline
  • Requirements
  • Urgency
  • Lead score
  • Conversation summary
  • Meeting status
  • Recommended next action

Your team does not need to read every message from the beginning. They receive the key information needed to follow up properly, and the full transcript stays on record in the audit trail.

Governed agent retainer

What it costs to run

Governed agent retainer
$1,250/month

The retainer covers:

  • Monitoring of live conversations and agent performance
  • Escalation handling to your named team members
  • Full audit trail of conversations, decisions, and CRM writes
  • Approved knowledge base maintenance as your services, pricing, and process change

The build itself is not priced off a menu. It is scoped and quoted through the Agent Readiness Assessment, which takes one process and returns a fixed-price proposal in 10 working days.

FAQ

Frequently asked questions

No. It is designed to handle first response, qualification, FAQ handling, meeting booking, CRM updates, and routing. Your sales team still closes the deal.

Yes. The agent is configured using your approved business information, FAQs, service details, and sales process.

Yes. It can ask structured questions to understand the customer's needs, urgency, budget, requirements, and fit.

Yes. Where booking is part of the agreed workflow, the agent can guide qualified prospects towards booking a consultation or sales call.

Yes. The agent can connect to Salesforce, HubSpot, or Zoho CRM, depending on your requirements and CRM setup.

Yes. When a customer is qualified or books a meeting, the agent can automatically create or update a lead in your CRM.

The Agent Readiness Assessment takes 10 working days and produces the scope and quote for your build. Most deployments can then be prepared in around two weeks, depending on complexity and access to required information.

Yes. The agent launches with an approved knowledge base and approved response patterns, and we test it against sample scenarios before going live.

The governed agent retainer is $1,250 per month and covers monitoring, escalation handling, the audit trail, and approved knowledge base maintenance. The build itself is scoped and quoted through the Agent Readiness Assessment. All pricing is in USD.

Yes, but it is best suited for businesses where every qualified lead has meaningful value.

See it handle a WhatsApp enquiry.

Book a demo and we will walk you through the agent qualifying an inbound enquiry, booking the meeting, and writing to your CRM under rules you approve.

Book agent demo

See the agent running. Build scope and pricing come from the assessment.