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Sales follow-up

Route captured leads to salespeople and keep them moving with automatic reminders — all on WhatsApp.

5 min read

How it flows

The AI captures a lead, assigns it to a salesperson by your rules, and sends follow-up reminders through a background worker. Salespeople update the CRM by replying in plain language or tapping buttons on WhatsApp — no separate app to learn.

Set it up

  1. 1Add your salespeople under Team and set lead-assignment rules.
  2. 2Configure follow-up timing and the reminder message.
  3. 3Confirm assignment ties into permissions so each person only sees their own leads.
Sales follow-up · BodhX · BodhX AI