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AI and automation · MVP

Lead
automation
agent

Engineering an AI agent for WhatsApp. Conversational logic, a state machine and business rules to automate lead qualification.

Agent logic: state transitions, conversation state and business rules
TypeMVP in development · In collaboration
SectorReal estate
ChannelWhatsApp
RoleProduct design and agent architecture
The challenge

Answer every inquiry instantly and pass only the worthwhile ones to the team, without losing human control.

What we did

An agent that follows rules instead of improvising.

  1. 01Lead journeyFrom the first inquiry to property selection, paperwork and human approval of the contract.
  2. 02States and transitionsA state machine that keeps the context of each conversation and decides the next step.
  3. 03Rules and escalationDeterministic validations and escalation rules: whatever the agent shouldn't handle, it hands over to a person.
How it works

From inquiry to decision, in three steps.

01The inquiry comes inA WhatsApp message, at any hour.
02The agent sorts itIt replies, asks what's needed and classifies it by the business rules.
03The team decidesIt gets a summary with the key details and approves the important steps.
Agent engineering: state design and business rules

The engineering behind it: conversation state with context persistence, and business rules with deterministic validations.

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