Wafly International

Sales with context

Qualify WhatsApp leads with AI in South Africa

Qualify WhatsApp leads with AI and n8n in South Africa, record answers in your CRM and hand sales-ready opportunities to your team.

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Direct answer

AI can summarise and classify a conversation, but scoring should follow explicit sales criteria. The workflow asks only what matters, updates the CRM and hands the lead over with a summary when it reaches the defined threshold.

A good workflow asks only useful questions, respects the pace of the conversation and records verifiable facts. AI can classify intent and summarise context before handing the contact to sales.

What you can automate

  • Identify need, timing and service criteria
  • Create or update the lead in your CRM
  • Give the salesperson a summary without making the contact repeat details

Before you start

  • Required sales fields
  • A lead or contact identifier
  • CRM or database access
  • An owner and handoff channel

A production-ready approach

Define facts, not impressions

Use criteria such as requested service, location, timeline or stated budget. Do not let the model invent a score without explaining which answers support it.

Ask progressively

Ask one question at a time and stop when enough information exists. A short conversation with a fast handoff is usually better than a form disguised as a chatbot.

Give sales the context

The handoff should include a summary, original replies, the matched criterion and a record link. Set the conversation to human mode so the bot does not compete with the team.

Structured classifier output

{
  "intent": "buy",
  "score": 82,
  "reasons": ["timeline under 30 days", "budget confirmed"],
  "handoff": true
}

Production checklist

  • Explainable scoring
  • Recorded consent
  • One question per message
  • Handoff that pauses the bot
  • Regular false-positive review

How to build the workflow

  1. Define the information that genuinely changes lead priority.
  2. Receive replies by webhook and store the conversation state.
  3. Classify and record a summary, then notify the owner when the criteria are met.

QR connection, not the official Meta API. Use opt-in contacts and increase volume gradually.

Frequently asked questions

Should AI decide by itself whether a lead is good?

No. Use explicit business criteria and let the team correct classifications to improve the workflow.

Can I integrate my CRM?

Yes. n8n can call your CRM API after receiving the Wafly event.

How do I reduce the risk of blocks?

Contact only people who opted in, avoid repetitive messages and honour opt-out requests.

Verifiable resources