Sales and marketing

Lead and Outreach Operations for a Multi-Branch Network

Printing, signage and branch services

An inbound lead agent and two outbound programs share the same knowledge, branch-routing and operational dashboard layer.

WhatsApp Business API
Email
Chatwoot
Supabase
n8n
AI Agents
Challenge

The challenge

Inquiries arrived through several channels and had to be matched to product, area and branch. Proactive outreach to existing customers and new opportunities also required scheduling, deduplication and response tracking.

Solution

The solution

We built a multilingual AI agent for lead intake, information capture and branch routing, with an editable catalog and knowledge dashboard. On the same infrastructure we added controlled WhatsApp and email outreach for two audiences, including list upload, deduplication, contact sequences, reply handling and team alerts.

Our Approach

Capture leads from web, campaigns, email and WhatsApp
Hold multilingual qualification conversations
Route by product, geography and branch
Maintain knowledge, catalog and settings in a dashboard
Run deduplicated outreach for two audiences

Technologies Used

WhatsApp Business APIEmailChatwootSupabasen8nAI Agents

The service behind this project

Business automation
Results

The result

Inbound and outbound leads use one set of data and rules, and the team receives a summarized opportunity with the right destination and context.
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