Capture the details that matter
Collect useful details such as a name, requirement, location and preferred next step through the conversation.
WHATSAPP LEAD CAPTURE
Turn WhatsApp conversations
into leads your team can act on.
Capture customer details, understand what they need, and give your team the context to follow up—all from the WhatsApp conversation.
- Capture useful details
- Keep conversation context
- Make follow-up clear
Ananya
WhatsApp conversation · fictional example
Conversation preview · no messages are sent
Captured enquiry
Shared by the customer
- Name
- Ananya
- Requirement
- Terrace waterproofing
- Location
- Kochi
- Approximate area
- 1,200 sq. ft.
- Callback preference
- Tomorrow after 11 AM
Channel information
- Channel
Enquiry workflow
- Status
- New enquiry
Ready for team follow-up
The team reviews ownership and the next action.
A callback preference is not a confirmed appointment. Extra details can be kept in the conversation or notes.
More context for your team.
Less information to chase.
Keep the enquiry connected
Keep supported lead details alongside the conversation, so your team can understand the request.
Make follow-up easier
Give staff a clear starting point for the next call or reply, without asking the customer to repeat everything.
From first message to follow-up.
- 01
A customer starts a conversation
An enquiry arrives through a supported WhatsApp entry point.
- 02
WhatsOS asks relevant questions
Your connected chatbot gathers useful details for the customer’s request.
- 03
Details become an organised enquiry
Supported fields are saved with the available conversation and source context.
- 04
Your team takes the next step
Staff review the enquiry, take ownership and continue the conversation.
Ask questions that fit your business.
A property enquiry needs different details from a service request. Use these examples to discuss the right questions for your chatbot setup.
Possible conversation prompts
Service requiredWhat service are you looking for?
Property locationWhich city is the property in?
Approximate sizeWhat is the approximate area?
Preferred callback timeWhen would you like us to call?
Ask only what helps with the request. Customers do not need to complete a long questionnaire before receiving help.
Give your team the full conversation.
Review the enquiry, see what the customer has already shared, and continue with the right context.
Illustrative team workflow · select a customer to view their summary
| Customer | Requirement | Channel | Owner | Status | Next action |
|---|---|---|---|---|---|
| Terrace waterproofing | Priya | New enquiry | Review callback preference | ||
| Interior consultation | Arjun | Contacted | Share service details | ||
| Bathroom renovation | Sneha | New enquiry | Clarify requirements |
Clear ownership
Assign conversations to the right person.
Conversation history
Review messages, internal notes and enquiry status.
Human takeover
Pause AI replies and continue the conversation yourself.
Connected with LeadSaza. Send enquiries to LeadSaza for lead management when your connection and sync settings are configured. Example next actions above are team notes, not scheduled tasks. Explore integrations →
Keep track of where the conversation starts.
Direct WhatsApp enquiries
Capture details when customers message your business number or use a WhatsApp link.
Click-to-WhatsApp campaigns
Continue the conversation when a customer starts a WhatsApp chat from an ad. Campaign attribution depends on available source data.
Connected Meta lead forms
With the Meta Lead Capture add-on, connected forms can save enquiries and available campaign details. A form submission does not itself start a WhatsApp chat.
Meta Instant Forms and Click-to-WhatsApp ads are separate entry points. Form follow-up needs its own configuration.
Your lead capture
questions, answered.
Clear answers to help you get started with WhatsOS.
Lead records support name, phone, email, city, requirement, source and notes, with a link to the conversation where available. Extra details, such as an approximate area or callback preference, can remain in the conversation or notes. The examples are not a custom-field editor.
Questions depend on your connected chatbot and its business setup. Discuss the details you need during setup. These examples show possible conversation prompts; this page does not provide a question builder or guarantee that every example is a separately saved field.
Yes. Staff can pause AI replies, continue the conversation manually, assign an owner and add internal notes in the shared inbox.
WhatsOS stores supported lead details and can link them to an inbox conversation. LeadSaza is the connected lead-management destination when your account integration is configured. Sending an enquiry to LeadSaza depends on that connection and its sync settings.
Campaign information can be saved when it is supplied by a connected lead source. For connected Meta forms, available campaign details are stored with the lead event. Do not assume every WhatsApp chat has ad attribution: automatic Click-to-WhatsApp referral attribution is not shown in this preview.
Yes. The LeadSaza integration supports connection settings and sending conversations as leads. It requires a configured LeadSaza connection; sync and account access depend on your settings.
Connected Meta form capture requires the Meta Lead Capture add-on and is subject to usage limits. Other access depends on your account and connected services. Check your plan or speak to sales before choosing additional features.
Make your next WhatsApp enquiry easier to follow up.
Capture the details, keep the context, and help your team take the next step.