Live demo, real AI, not a recording
A WhatsApp agent that qualifies clients and onboards partners
Chat with it as a prospect or as a partner agency, or watch a simulated chat. The panel on the right shows what the CRM receives on every message: the facts it pulled out, the score, the stage and the handover.
Step 1 of 2: the website
How would you like to start?
Demo chats are saved so they can appear on the pipeline board. Please use made-up details.
Behind the scenes
What the CRM receives, message by message.
Start a chat on the phone
Every message runs through the same pipeline: extract the facts, score and route with fixed rules, write a reply, save to the CRM. Each step shows up here as it happens.
Where to see each requirement
Every line in the brief maps to something you can try above.
| Requirement | How to check it |
|---|---|
| Explains the partnership opportunity | Start as an agency and ask "how does the partnership work?" |
| Asks one question at a time | Every reply. The instruction it received is under How it decided. |
| Reacts to the answer, not a script | Give an unusual answer and watch the next question change. |
| Handles short or vague replies | Simulation: Vague, one-word replies |
| Handles skeptical prospects | Simulation: Skeptical F&B owner |
| Recognises highly qualified partners | Simulation: Strong white-label partner |
| Recognises unsuitable leads | Simulation: Tiny budget, not a fit |
| Stops automating and hands over | Type "can I talk to a person" at any point |
| No re-explaining between systems | Start from a website form. The agent opens with what you typed. |
| Updates the pipeline | Lead record and GHL sync tabs, plus the Pipeline page |
How a message moves through the system
- 01
Website or ad
Form, click-to-chat link or ad. Whatever they typed travels with them.
- 02
WhatsApp
Official WhatsApp Business API via Twilio or Meta Cloud API.
- 03
Extract facts
Claude Haiku 4.5 updates the lead record from every message.
- 04
Score and route
Plain rules decide stage, fit and handover. Auditable, same every time.
- 05
Write the reply
Claude Sonnet 5 writes one short message that does what the rules asked.
- 06
CRM and a person
Contact and opportunity upserted in GHL. The owner is notified on handover.
The split matters. The model is good at language and bad at being consistent about business rules, so it only reads and writes. Qualification, routing and the handover are plain code you can read, test and change.