For sales teams

WhatsApp leads, qualified in the chat and booked by morning.

The AI asks the questions your team would ask. It rates the lead with the customer’s own words and offers times your calendar has free. Every lead lands in the CRM with the chat attached.

  • Leads from
  • WhatsApp
  • Web chat
  • Email
  • Click-to-WhatsApp ads
Leads from live chat and WhatsApp with a score from 0 to 100 and a hot, warm or cold rating
Fig. 1 Leads from live chat and WhatsApp, each with a score and a hot, warm or cold rating.

Sales today

The lead wrote at night. The rep saw it at ten.

  • “Leads from chat never reach the CRM.”

    A rep copies a name from WhatsApp into a spreadsheet, when they remember. The rest stay in somebody’s phone.

  • “Our best leads write after dinner.”

    They ask about price at 11 pm. By the time someone replies in the morning, they’ve booked a visit somewhere else.

  • “Reps don’t know a customer complained.”

    Sales calls about an upgrade the week the sofa arrived late. Support knew. The CRM didn’t.

One customer, seen from sales

Arjun saw the late sofa before opening the deal.

Nur Aisyah Kamal’s day started with a complaint and ended with a new deal. Support and sales worked on the same record, so nobody had to ask.

  1. 11:40 pmAisyah asks on WhatsApp when the sofa will arrive. The chat lands on Aisyah’s contact record.
  2. 11:44 pmAisyah leaves a message. Ticket TKT-1201 opens on the same record.
  3. 9:06 amHafiz Rahman from support replies on WhatsApp: delivery tomorrow, 10 am to 1 pm.
  4. 11:42 amThe ticket was resolved at 11:20. Aisyah rates it 5 / 5.
  5. 3:10 pmArjun Nair from sales opens a deal on the same record: a dining set for the new home, RM 6,800.

From Teras Home, our demo workspace.

AI sales step

The AI qualifies the lead and offers only times you have free.

Put an AI sales step in your flow. It answers from your articles, asks about your criteria and rates the lead hot, warm or cold with the customer’s words as the reason. Then it offers slots from your calendar. The customer taps one.

See the AI sales agent

  1. English, Bahasa Malaysia and Chinese, on WhatsApp and web chat
  2. It can’t invent a time: Axonave writes the confirmation
  3. Microsoft 365 calendar. Google Calendar is coming.
An AI sales chat on WhatsApp: the AI asks about the order, the engine offers free showroom times, the customer taps one and the visit is booked

A real WhatsApp chat in Teras Home, our demo workspace: the server offers free showroom times, the customer taps one and the confirmation names the time, the host and the place. The customer wrote from a Singapore number, so the times are in Singapore time.

Leads

A WhatsApp chat becomes a lead by itself.

Nobody types the name in. A new chat or WhatsApp contact becomes a lead with its source, and the chat stays linked. Hot and warm leads go to their owner, who hears about it the first time one turns hot.

See the CRM

  1. A score from 0 to 100 and a hot, warm or cold rating
  2. Click-to-WhatsApp ads marked “From an ad”
  3. Owners, duplicate warnings and merge
Agent Assist in the chat: suggested help-centre articles and an AI-drafted reply the agent can edit before sending

Wong Kar Yan asks on WhatsApp about delivery to Shah Alam. The chat already carries the Lead tag.

Flows

Your qualifying questions, in a WhatsApp menu.

Not every team wants the AI. Build the questions on a canvas: buttons, lists and typed answers that save into the CRM. Test it in the live phone preview, then publish.

See the chatbot builder

  1. Questions that save into the lead
  2. A Book step that offers your free times, no AI needed
  3. Hand over by skill or team

Deals

Every deal sits on the customer’s whole history.

Chats, tickets, survey scores and deals land on one timeline. A rep sees the late delivery and the 5 / 5 before they pick up the phone.

See the CRM

  1. Several pipelines with your own stages
  2. A weighted forecast, won and lost reasons
  3. CSV import for leads, contacts, accounts and deals
One customer record: the WhatsApp chat, the ticket, the reply, the CSAT rating and the new deal on one timeline

Aisyah’s record, newest first: the deal, the 5 / 5, the resolved ticket and the WhatsApp reply.

A flow to start from

The AI sales qualifier, ready in the flow builder.

The AI asks what the customer needs, when, for how much and who decides. A good lead goes to sales with a one-line summary. Everyone else can keep asking, or type “agent” for a person.

  • Four criteria to start with: a clear need, a timeline, a budget, who decides
  • Change them to what you sell on
  • Hot, warm or cold, with the customer’s words as the reason
  • Add a Book step to offer your free times

In the flow builder: New flow → AI sales qualifier. It starts in English, Bahasa Malaysia and Chinese, ready to publish.

AI sales qualifier

  1. Step 1: AI sales

    AI sales

    “Hi! Thanks for reaching out. What are you looking for today?”

    • Qualifiedgoes toSales team
    • Not qualifiedgoes toThanks
  2. Step 2: Hand over

    Sales team

    “Thanks! Passing you to our sales team now.”

  3. Step 3: End

    Thanks

    “Thanks for your time! Ask me anything else, or type “agent” to talk to a person.”

Illustration. Drawn from the AI sales qualifier template in Axonave’s flow builder, in English.

An AI that sells at midnight needs rules it can’t talk its way around.

These are built in. They aren’t settings someone might forget to switch on.

  • No invented bookings

    The AI can only offer times your calendar has free. The confirmation is written by Axonave, not by the AI.

  • One follow-up, then quiet

    A lead who goes quiet gets one nudge in the same chat. STOP or BERHENTI opts them out of marketing.

  • Your rating wins

    The AI rates from your criteria. When a rep changes a rating, the AI never overwrites it.

  • Masked before the AI

    Card, bank and IC numbers are masked before any AI call. Your team still sees the real chat.

Questions from sales teams

Does the AI book meetings without us?

It offers times your calendar has free, and the customer taps one. Axonave writes the confirmation and mails an .ics invite. The meeting shows on the lead, the contact and the deal.

Which calendars does it work with?

Microsoft 365 calendar. Google Calendar is coming. Busy times block slots, and booked meetings are written to the calendar.

Can we track click-to-WhatsApp ads?

Yes. A lead from a click-to-WhatsApp ad is marked “From an ad”. Reports → Sales follows leads from AI-qualified to booked, held and won, by source, ad and interest.

Do we need the AI to capture leads?

No. The Lead capture template asks for a name, email, phone and interest, saves them on the contact and hands over to sales. The Book a meeting template offers your free times without any AI.

Who gets a hot lead?

Hot and warm leads go to their owner, or to the team on the AI sales step. The owner gets a notification the first time a lead turns hot.

Can we bring our existing leads?

Yes. CSV import covers leads, contacts, accounts and deals, with a preview and validation first. Duplicate warnings catch the ones you already have.

Which plan has the AI sales step?

The CRM, WhatsApp and flows are in Basic ($59 a month). The AI sales step needs the AI: it’s in Pro ($199 a month), or add an AI pack of 1,000,000 tokens to Basic for $20 a month.

Is there a free trial?

Yes. Try Pro free for 14 days, with the AI sales step and your own calendar. No card needed.

Tell us what makes a lead hot. We’ll show you the AI asking for it.

A 30-minute demo on your own criteria: the qualifying chat, the rating and the booked meeting. No slides.

We reply within one business day by email or WhatsApp.