WhatsApp Sales Funnel
First message to qualified lead, logged in the CRM at every step.
- Modules
- 6
- Journey steps
- 4
- Integrations
- 4
- Indicative build
- 4–8 weeks
How to read this page: Concept specification: this page documents a system TECH360 can build. It is not a delivered client project, a verified case study, a working demonstration or a measured outcome.
B · Problem & target users
What this system is designed to replace
- First messages are answered inconsistently and outside working hours.
- Conversations live on individual phones, so the business cannot see pipeline.
- Nobody can say which source produced a qualified lead.
Target users
- Sales agents
- Sales managers
- Inbound enquirers
C · Objectives & intended benefits
Design intent, not measured outcomes
- Capture every first message into one pipeline with a source.
- Qualify with a short structured exchange, not free-form sales chat.
- Give managers visibility of response time and stage per lead.
These are goals the build is designed to serve. No efficiency, revenue or conversion result is claimed.
D · Product overview
What the system is, and where it runs
A WhatsApp-first sales funnel built on the Meta Cloud API: templated first replies, guided qualification questions, stage tracking, human handover and full message history.
Agent inbox
Assigned conversations with templates and next actions.
Manager view
Pipeline, response time and source reporting.
Automated first response
Template-based acknowledgement, clearly disclosed.
Platforms listed describe the intended build. A specific engagement may narrow or extend them after scope approval.
E · Module inventory
Modules in the specification
- Template management and approval tracking
- Inbound webhook with replay protection
- Qualification question flow
- Stage and Client ID automation
- Human handover queue
- Conversation history and export
Capabilities the system is designed to provide
- Reply inside the customer WhatsApp thread without manual copy-paste
- Capture every inbound and outbound message against the client record
- Reject replayed or forged webhooks
- Hand the conversation to a named agent with full context
F · Screen gallery
No verified product screenshots for this concept
This project has not been built, so there are no application screenshots to show. The image on this page is a generated concept visual, not a capture of working software. Presenting it as a product screenshot would misrepresent the system, so this section says so explicitly.
G · User journey
The intended path through the system
Step 1
Message
An enquiry arrives and is attached to a lead with its source.
Step 2
Qualify
Structured questions collect intent, budget range and timeline.
Step 3
Assign
A qualified lead is assigned to an agent with a due date.
Step 4
Advance
Stages change with a recorded reason until won or lost.
H · Roles & permissions
Who can do what
| Role | Access boundary |
|---|---|
| Agent | Assigned conversations only. |
| Manager | All conversations, routing and reporting. |
| Administrator | Provider configuration and templates. |
I · Architecture & API
Service boundary and HTTP surface
| Endpoint | Purpose |
|---|---|
| POST /api/webhooks/whatsapp | Verified inbound message ingestion. |
| POST /api/messages | Send an approved template or session message. |
| GET /api/leads/pipeline | Scoped pipeline read for sales roles. |
Endpoints are the intended contract. Authorisation is enforced server-side per role, never only in the interface.
J · Data entities
Core entities and relationships
| Entity | Relationship |
|---|---|
| Lead | Has many messages; carries source and stage. |
| Conversation | Belongs to one lead and one channel identity. |
| Message | Belongs to one conversation; records direction and template. |
| StageChange | Belongs to one lead; records actor and reason. |
K · External integrations
Provider-dependent integration points
- Meta WhatsApp Cloud API
- CRM
- SMS fallback
- Email transcript
- WhatsApp Business platform
- CRM records
- Analytics export
Each integration is configured and accepted against the specific provider account before go-live.
L · AI & automation
Opportunities and their human gate
Suggest a reply from approved snippets.
Human gate: Agent sends every message; suggestions are drafts.
Score lead intent from the conversation.
Human gate: Manager reviews scoring rules; score never contacts the lead.
M · Security, privacy & accessibility
Controls the build is specified to enforce
- Webhook payloads are signature-verified before processing.
- Conversation data is visible only to assigned roles.
- Opt-out and consent state is honoured across channels.
Accessibility is treated as an acceptance criterion for keyboard, focus and contrast on every screen. No certification or audit result is implied.
N · Testing & quality assurance
What would have to be proven before handover
- Webhook verification and replay tests.
- Template approval-state tests.
- Opt-out propagation tests.
O · Deployment & hosting
Where and how it would run
- Containerised web service
- Queue for outbound sends
- Opt-out and consent store
P · Maintenance & scalability
Keeping it maintainable
- Templates are configuration
- Provider adapter isolated
- Message retention per policy
Q · Optional advanced features
Out of the initial scope, available later
- Multilingual qualification flows
- Round-robin assignment with capacity
- Click-to-call logging
R · Related
Related solutions and next step
Sector blueprint: Professional Services solutions
What this page does not claim: Message delivery depends on an approved Meta business account and verified templates. No response-rate or conversion increase is claimed.
Claims policy: this page is checked against a forbidden-claim list (6 patterns, including invented percentage results, “case study” and guarantee language) by the repository test suite.