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Qualify leads on WhatsApp with an AI agent and a CRM
WhatsApp lead qualification means asking a new lead the few questions that decide whether sales should call — budget, location, timeline — the moment they message, then routing them. On BotPulsar an AI agent or a WhatsApp Flow asks the questions, the answers become fields on a CRM deal, and qualified leads are assigned to a salesperson with the whole conversation attached.
Typical cost: 5,000 messages a month on the Pro plan costs about ₹2,574 before GST — ₹1,999 platform fee plus ₹575 in Meta charges at India rates effective 1 July 2026 — or ₹3,037 including 18% GST.
Lead qualification on BotPulsar, step by step
Capture the lead
Click-to-WhatsApp ads, a website chat widget, a QR code or a wa.me link all open a chat with your number, tagged with the source.
Ask the qualifying questions
An AI agent grounded in your own brochure answers questions and asks yours, or a WhatsApp Flow collects them as a native in-chat form.
Score and create the deal
Answers are written to contact fields and a CRM deal is created in the right pipeline stage.
Hand off to sales
Qualified leads are routed to a salesperson by territory or round-robin; the rest get a nurture sequence.
Report by source
See which ad, page or QR code produced leads that actually converted, not just chats.
Monthly cost: Lead qualification
Meta's India rates effective 1 July 2026, passed through at cost. BotPulsar adds no markup.
| Line | Volume | Rate | Monthly |
|---|---|---|---|
| BotPulsar Pro plan (unlimited users) | — | flat | ₹1,999 |
| Meta service: qualifying replies to 1,000 leads | 4,000 | ₹0.115 | ₹460 |
| Meta utility: follow-up reminders | 1,000 | ₹0.115 | ₹115 |
| Total before GST | 5,000 | ₹2,574 | |
| GST at 18% | ₹463 | ||
| Total including GST | ₹3,037 |
Leads arriving from a Click-to-WhatsApp ad open Meta's free entry point window, so the qualifying replies in that window cost nothing — the service line above is the worst case for leads from your website or a QR code.
Who uses this
Limitations to know first
- An AI agent answers from the documents you give it; if your pricing or inventory changes, the knowledge base must be updated too.
- The free entry point window applies only to chats started from Meta ads or Page call-to-action buttons.
- Lead scoring rules are yours to define — there is no black-box score.
Ready-made templates
- Welcome message for new contacts (marketing)
- Quote or estimate shared (utility)
Terms used on this page: Click-to-WhatsApp ads (CTWA) · Free entry point conversation · Retrieval-augmented generation (RAG) · Guide: Click-to-WhatsApp ads: how they work and how to track ROI
Lead qualification on WhatsApp: common questions
Can an AI agent qualify leads on WhatsApp without a human?
Yes, for the questions you define. The agent answers from your own documents, asks the qualifying questions and hands off to a person whenever it is unsure or the lead asks for one.
Are replies to Click-to-WhatsApp ad leads free?
Inside Meta's free entry point window, yes — a lead who starts the chat from a Click-to-WhatsApp ad or Page button can be answered without per-message charges for that window.
Can leads go into Zoho CRM or HubSpot instead?
Yes. BotPulsar has its own CRM, and connectors write the lead to Zoho CRM, HubSpot, Salesforce or LeadSquared if your sales team lives there.
What is the difference between a Flow and an AI agent for this?
A WhatsApp Flow is a fixed in-chat form — predictable and easy to audit. An AI agent holds a conversation and answers questions. Many teams use a Flow for the questions and the agent for everything else.
Can we see which ad produced the best leads?
Yes. Each chat carries its source, so reports compare ads and pages by qualified leads and conversions, not only by chats started.
Which plan do we need?
Pro (₹1,999/month) for AI agents and the CRM pipeline. Keyword-based qualification without AI works on Growth.
Other WhatsApp workflows teams run on BotPulsar
Fee reminders
Due-date and overdue reminders to parents, with a payment link and delivery proof.
Abandoned cart recovery
Timed cart reminders from your store's events, with an optional offer follow-up.
Order & delivery updates
Confirmation, shipped, out-for-delivery and delivered updates from store events.
COD confirmation
One-tap Confirm/Cancel for cash-on-delivery orders before dispatch.
OTP & verification
One-time passcodes through Meta's authentication templates, sent by API.
Admission enquiries
Shared counsellor inbox, enquiry pipeline and AI answers from your prospectus.