PrimaSocial

All guides

How do you follow up leads automatically on WhatsApp?

Short answer

You follow up leads automatically on WhatsApp by sending a first reply as soon as someone gets in touch, and then letting an AI steer the conversation towards an appointment. With PrimaSocial you can take over any conversation with one click, and you work in a shared inbox with lead statuses and callback moments.

How it works

  1. Connect WhatsApp

    Go to Connect channels and click Connect WhatsApp in the WhatsApp Business block. Incoming messages then arrive in the Inbox. An owner or admin can connect it.

  2. Choose who replies

    Go to Manage, Automatic replies and choose Off, First message only or AI towards an appointment under Who replies?. Click Save.

  3. Give the AI the right information

    For AI towards an appointment, fill in what the AI should know about your business and how appointments may be made, such as days, times, duration and location or a phone appointment. A connected calendar is not needed. The other person sees they are talking to an AI assistant.

  4. Take over a conversation with one click

    In the Inbox, open the WhatsApp tab and click Take over in a conversation. You reply from the same screen.

  5. Keep track of lead statuses and callbacks

    Under Leads there is a board with the columns New, Contact, Appointment, Won and Lost, where you can also assign a team member, set a reminder and add notes. In Follow-up calls you record a call result, for example Call back at a chosen moment.

  6. Send data on to your own CRM

    Under Manage, Integrations, add a webhook URL (https) and click Test to send a test message. This lets you connect PrimaSocial to your own CRM or ATS.

Frequently asked questions

Who replies to my leads on WhatsApp?

PrimaSocial sends an automatic first reply and can run the follow-up conversation. You or a team member can take over any conversation with one click.

Can I still reply to a WhatsApp conversation myself?

Yes, in the Inbox. Do keep WhatsApp's 24-hour rule in mind: free text can only be sent within 24 hours of the other person's last message.

Does the lead know they are talking to an AI?

Yes. The other person sees they are talking to an AI assistant, and your team can always take over the conversation.