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General Business · Sales

Sales Enquiry Qualification

Prepare a concise sales brief from the buyer’s requirements, timing and decision process.

For general business teams handling sales conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Prepare a concise sales brief from the buyer’s requirements, timing and decision process.
  • Clarify business requirement before the team follows up.
  • Organise target timeline, optional budget range into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about sales enquiry qualification.
What are you trying to achieve?
I’m enquiring about business requirement. Could your team help me understand the options and process?
When would you like to get started? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify sales intent and explain the scope.

  2. 02

    Relevant questions

    What are you trying to achieve?

  3. 03

    Captured details

    Business requirement · Target timeline · Optional budget range

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Business requirement
  • Target timeline
  • Optional budget range

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Business hours and holiday closures
  • Team responsibilities and contact routes
  • Approved services, locations and FAQs
  • Approved answers to “What are you trying to achieve?” and “When would you like to get started?”
  • A named team responsible for sales enquiry qualification enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

Qualification supports staff prioritisation; it does not approve credit or guarantee suitability.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Complex requirements or a request for negotiated pricing.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your sales process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and complex requirements or a request for negotiated pricing.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about sales enquiry qualification

What does the team need from the first conversation?

Start with business requirement and target timeline. Collect the other suggested details only if they help the next action. When would you like to get started?

Can it complete this request automatically?

Qualification supports staff prioritisation; it does not approve credit or guarantee suitability. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Complex requirements or a request for negotiated pricing. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your general business process. What are you trying to achieve? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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