An AI agent that works to a real sales script — and follows up to the end.
An insurance agency with a fixed customer process: the digital agent runs the WhatsApp conversation to a 5-step script — opening, recording, confirmation, video with a link, summary — with full conversation memory. A separate flow runs in the background and sends a polite reminder to anyone who didn't reply, without nagging and without forgetting.
Customers fall through the cracks An AI agent that runs the process
- A fixed process with every customer: opening, explanation, confirmation, video, summary
- Reps are busy — a customer who didn't reply simply gets forgotten
- No consistent record of who replied, who confirmed and who disappeared
- Manual follow-up = depends on the memory of whoever's on shift
- An AI agent runs the full script on WhatsApp — 5 steps
- Full conversation memory — the customer continues from where they left off
- Automatic follow-up every 15 min for anyone who didn't reply — during business hours only
- A human rep joins the conversation? The bot steps aside automatically
Here's how it works inside
A real screenshot from the system — not a marketing mockup.
The AI agent — the conversation itself
Every message from the customer comes in through Chatwoot and reaches an AI agent with conversation memory in Postgres. The agent knows which step of the script the customer is on, replies accordingly — including sending a video and a link at the right moment — and records every bit of progress in a sheet. If a human rep joins the conversation, the bot detects it and stops replying.
The follow-up — no customer is forgotten
Every 15 minutes, within the 8:00–22:00 window, the flow checks who hasn't replied for two hours or more. Before sending, it makes sure a human rep hasn't taken the conversation — and only then sends a single, politely worded reminder. The message is logged, and the customer won't get repeated spam.
The numbers you feel every day
How many customers fell through the cracks at your company this month?
If you have a sales process that repeats itself — an AI agent can run it, and automatic follow-up will make sure no one is forgotten.
Want a system like this? Check out our WhatsApp bot service or our pricing & plans.