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Use Case: Sales Conversion

This setup is for teams converting leads and re-engaging prospects on WhatsApp.

Goal

Increase conversion while keeping conversations compliant with WhatsApp template rules.

  • Use approved templates for outbound initiation.
  • Launch targeted campaigns from CSV or API triggers.
  • Route positive responses to sales groups.
  • Route non-qualified responses to follow-up automation.

Suggested sales flow

  1. Send campaign with clear value proposition.
  2. Use button responses for intent capture.
  3. Route high-intent contacts to live agents.
  4. Continue with human conversation in the care window.
  5. Re-engage later with another approved template if needed.

KPI suggestions

  • Delivery rate
  • Response rate
  • Qualified lead rate
  • Agent conversion rate

Practical tips

  • Keep templates short and action-oriented.
  • Match campaign segments to contact attributes/tags.
  • Review failed deliveries after each campaign.

Screenshot coming soon.