Tutorials
Tutorial: qualify an inbound WhatsApp lead
Ask questions, classify answers, extract lead details, tag or update the contact, and notify a human.
Marketing teamsAutomation buildersIntermediateAvailable
What this guide covers
- This pattern uses implemented conversational, AI, logic, contact, and notification nodes.
- Prerequisites: Connected Sender, qualification questions, valid categories, and a handoff/notification destination.
- Result: Controlled leads receive the intended path, contact data is updated, and qualified cases reach a human.
- Limit: A dedicated lead pipeline or CRM is not exposed; use Contacts and supported integrations.
What this is and when to use it
This pattern uses implemented conversational, AI, logic, contact, and notification nodes.
| Use it when | Expected outcome |
|---|---|
New inbound conversations should be categorized and routed. | Controlled leads receive the intended path, contact data is updated, and qualified cases reach a human. |
Before you begin
- Connected Sender, qualification questions, valid categories, and a handoff/notification destination.
Prerequisites
Connected Sender, qualification questions, valid categories, and a handoff/notification destination.
Complete the task
- Trigger on New Conversation or a matching keyword.
- Send a question with Send Text or Send Interactive.
- Classify the response or Extract Info into defined fields.
- Use Condition to branch by qualification result.
- Assign Tag and Update Contact with validated outputs.
- Notify Team or use Human Handoff for qualified leads.
- Add End Flow, test every path, and activate.
Confirm it worked
- Controlled leads receive the intended path, contact data is updated, and qualified cases reach a human.
Common problems
| Symptom | What to check |
|---|---|
Data is applied to the wrong field | Inspect extracted output shape and Update Contact JSON in Test. |
Notify Team target is unavailable | Use an implemented channel/connection; general team management is unavailable. |
Current limitations
A dedicated lead pipeline or CRM is not exposed; use Contacts and supported integrations.
Product boundary
A dedicated lead pipeline or CRM is not exposed; use Contacts and supported integrations.
Where to go next
Related documentation
Extract InfoExtract specific information from a message. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Extract Info workflow node.Update ContactUpdate contact information or custom fields. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Update Contact workflow node.Notify TeamSend notification to team members. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Notify Team workflow node.