Oshara
WhatsApp Automation, AI Qualification, CRM Integration, Lead Follow-up
Leads qualified and booked 24/7 via WhatsApp — zero manual follow-up.
Oshara, a Montreal-based digital agency, needed a WhatsApp lead qualification system for their client in the construction industry. The team was manually messaging each lead on WhatsApp to qualify them — asking about location, land ownership, project stage, and timeline before deciding who to follow up with.
We built a WhatsApp-native qualification flow using Make.com and the WhatsApp Business API. An AI agent reads responses, routes leads through branching questions, flags hot leads for human handoff, sends booking confirmations and reminders via Calendly, and automatically follows up with leads who go silent — closing cold ones to protect the WhatsApp sender reputation.