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Door Sales and Installation Business

Door Sales and Installation (B2C)

A door business owner who closed sales by himself until 11 at night — got an AI agent on WhatsApp that runs the conversation, collects the details and sends an automatic quote, leaving him only the exceptions.

WhatsApp Business API

AI (LLM)

n8n

Supabase / NocoDB (open-source CRM)

Lead source system

Challenge

The Challenge

The owner manages all the sales of the door business by himself. The installation crew is external, but every lead that comes in from advertising straight to WhatsApp lands on him personally — about 450 inquiries a month, each turning into a sales conversation. The result: nonstop work, sales at 11 at night, zero free time, and a mental load that in his own words was "my body hurts from working in my head." Every inquiry requires exactly the same repetitive process: how many doors, which city and address, floor and elevator, whether it includes removal — and then calculating a price and sending a quote. His prices don't change, but he's the only one who knows the rules, so the entire business depends on his presence. The two things he won't compromise on: not missing a single customer, and not losing the response speed that makes him "number one in the ranking."

Solution

The Solution

We built an end-to-end automation of the sales conversation on WhatsApp. The existing button-based bot that the owner had programmed himself was upgraded to an AI agent that runs a natural conversation and extracts from the customer exactly the same key details the owner had identified as recurring after a thousand leads — number of doors, location, floor/elevator, removal. Based on those details we built a pricing engine following his fixed rules (with/without removal, transport, floors, region) that assembles an organized quote in Hebrew — including a breakdown of what's included to prevent surprises — and sends it to the customer automatically on WhatsApp. In parallel we set up a smart Human Handover mechanism: the agent tries to close up to a quote on its own, and only when there's a stall, an unusual question or missing details does it stop, push the owner an alert with a full summary of the conversation and what's missing, and let him take over without starting from scratch. Every lead and conversation is recorded automatically with a status throughout the process (new → information collected → quote sent → handed off), and we set up a flexible open-source CRM (Supabase/NocoDB) with custom fields for a door business — so all the automations can connect to it without the limits of a closed system and without a monthly per-user license.

Our Approach

Upgrading the WhatsApp channel from a button bot to an AI agent that runs a natural conversation to capture and understand the need

Defining the intake questions by the key details of a door business: number of doors, city/address, floor/elevator, removal

Automatic pricing engine following the business's fixed rules, and producing an organized quote in Hebrew (including PDF) and sending it on WhatsApp

Smart Human Handover: stopping and handing the conversation to the owner only in stall/exception cases, with a full conversation summary and the suggested next action

Automatic recording of every lead and conversation in the CRM, including statuses and whether a quote was sent

Setup of an open-source CRM (Supabase/NocoDB) with tables for leads, quotes, installations and statuses, and fields tailored to the business

Connecting the automation flows in n8n between WhatsApp, the lead source and the CRM

Technologies Used

WhatsApp Business APIAI (LLM)n8nSupabase / NocoDB (open-source CRM)Lead source system

The service behind this project

Automation for Online Stores

Results

The Results

The agent runs the sales conversation in place of the owner — from capturing the lead, through collecting the details and calculating per his rules, to a ready quote sent automatically on WhatsApp — so he's freed from the constant manual responding and from sales at 11 at night. The Handover mechanism preserves "zero missed customers" because the system jumps to him only when it's truly needed, and the status tracking ensures an orderly process for leads even when he isn't available. This is exactly the goal the owner defined — for the business to "run on its own" while the crews head out in the morning to installations. The project was closed and moved to the implementation and actual-payment stage. (No verified monetary savings metrics were attached to the project, so the result is presented qualitatively.)

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