01
A buyer asks for options
Clarify what they want, answer approved questions, and surface anything that needs a specialist.
WHAT SALES GETS
A buyer brief with preferences, answers provided, and questions for your team.
SATORID AI Concierge™ · WhatsApp
Turn a WhatsApp conversation into a clear buyer brief.
The AI WhatsApp Agent answers offer questions and captures needs and timing across the chat. It can book with a suitable calendar integration or document an appointment or callback request.
Conversation limits, platform settings, and personal handoffs are agreed for your project.
Yacht Brokerage · Charter chat
The chat conversation
Four jobs within the chat.
Questions follow the inquiry and the details your team actually needs.
- Keep the contextPick up where the buyer left off instead of asking for the same information twice.
- Answer with careUse approved offer and process information to address relevant questions in a natural exchange.
- Capture buyer needsSummarize preferences, buying interest, timing, and open questions for personal advice.
- Hand off the right next actionBook with an integrated calendar or give your team a specific appointment or callback request.
Possible next steps
Decide what should happen after the chat.
Advice, an appointment, or a personal handoff: each calls for different information.
02
They want to speak with someone
Confirm the reason, owner, and preferred time; check availability if a calendar is connected.
WHAT SALES GETS
A booked meeting with integration; otherwise, a time request awaiting your team's confirmation.
03
The conversation needs a person
Bring in the right teammate under your agreed handoff rules.
WHAT SALES GETS
The teammate sees the buyer's needs, conversation context, and unresolved questions.
Across later replies
Continue without starting over.
A buyer replies the next morning? The Agent can pick up from earlier details, within your project's conversation and platform settings.
You define response limits and when a person should take over.
Relevant additional needs
Related offers, only when they fit.
Related needs enter the conversation only where relevant to the inquiry and agreed scope. We define the triggers and limits together.
FAQ
Questions about WhatsApp and rollout.
Is this just an automated greeting?
No. We design the chat around your offers, buyer questions, qualification criteria, and handoff rules so your team receives a useful sales conversation.
What if the buyer replies later?
The Agent can continue with the context already shared, subject to the project's conversation and platform settings.
Can it book a meeting?
Yes, with a suitable calendar integration. Otherwise, it captures the requested time so your team can confirm it.
When does a person step in?
You set the rules. Complex, sensitive, or explicitly requested conversations can be routed to the right person with the relevant history.
LET'S TALK
Which WhatsApp inquiries need a clearer handoff?
Let's define the initial answers, useful questions, and the point where a person steps in.