Answer and qualify WhatsApp leads around the clock with a CRM you own

Who it is for

Businesses that sell through WhatsApp with real volume (dozens or hundreds of chats a day) and that pay for a CRM per seat or lose leads for not replying in time.

The problem

Leads arrive on WhatsApp at any hour, the first reply takes too long and nobody qualifies them: they all look equally urgent. Commercial CRMs charge for every person on the team and lock features behind expensive plans.

Ingredients

• A Linux VPS (the repo's installer is tested with HostGator and includes a wizard that tells you which plan you need)
• A WhatsApp Business account for the business phone number
• An API key for the AI model you are going to use
• Your qualification questions and your sales stages written down on paper before touching anything

Step by step

1. 1

   Write the pipeline and the questions before installing

   Stages (new, qualified, quoted, closed, lost) and the three to five questions that separate a good lead from a curious one. If this is not clear, no software will fix it.

2. 2

   Run the installation wizard on your computer

   The README includes a script (comecar.sh) that runs on macOS, Linux or WSL, tells you which server plan to buy with concrete numbers and gives you back the exact command for your case. It installs nothing without asking you first.

3. 3

   Install on the VPS with the one-step command

   Connect to your server and run the command the wizard gave you: it installs the app, the WhatsApp connection and the database. Link the number by scanning the code from WhatsApp Business.

4. 4

   Configure the agent with your questions and your tone

   Load the qualification questions, the answers to the most frequent questions and the rule for when to hand over to a person. Test with five simulated conversations before opening it to the public.

5. 5

   Open to the public with a person watching

   During the first week, someone on the team reviews every conversation the agent has and corrects the script. After that, review only the ones the agent flagged as doubtful.

Replace what is in brackets with your company details, or use the guided mode above: it asks you and fills it in for you.

# Role
You are the first-contact WhatsApp agent for [COMPANY NAME], which sells [WHAT YOU SELL] in Chile. You talk like a member of the team: [TONE, FOR EXAMPLE "warm, brief and informal"]. You do not make up prices or delivery times that are not in your information.

# Context
Your goal is to reply fast, qualify the lead and leave it in the right stage. The qualification questions are: [QUALIFICATION QUESTIONS, ONE PER LINE]. Hand over to a person when the customer asks to talk to someone, when there is a complaint, or when [ANOTHER CONDITION FOR HANDING OVER, OR "none"]. Human team hours: [BUSINESS HOURS].

# Task
Greet, answer what they ask with the available information, ask the qualification questions one at a time (never all at once) and, when finished, summarize the conversation in one line with the suggested stage.

# Output format
Short messages, one or two sentences, no long lists. At the close, an internal block for the CRM: name · what they are looking for · budget or urgency · suggested stage · whether a human is needed.

# Examples
Customer: "Hi, do you deliver to Valparaíso?". Expected reply: "Hi. Yes, we deliver to Valparaíso. Which product are you interested in, so I can tell you the delivery time and cost?".

What usually goes wrong

• ✕Installing first and thinking about the pipeline later. You end up with an empty CRM and an agent that replies nicely but qualifies nothing.
• ✕Letting the agent ask all the questions at once. People drop off; one question per message, like a normal conversation.
• ✕Opening to the public without a week of supervision. The first hundred conversations are the ones that teach you what is missing from the script.