FROM THE WEB TO WHATSAPP
The ad ends. The conversation starts.
The lead arrives from a campaign or from your site and the system picks them up on WhatsApp, with no form in between. There is no gap for someone to cover by hand.
From that first message the process is already running: what they are after is identified, the information is shared, and it is on record for your team.
04 / THE DASHBOARD
A view of what's happening. Control over what's next.
Conversations, profiles, and assignments in one place. A history for follow-up and metrics to understand demand.
What are they looking for?
Areas and developments requested, purchase intent, and profile information.
Where do they stall?
Conversation stages, qualification, and opportunities awaiting assignment.
Which actions were completed?
Documents sent, advisor acceptance, and recorded appointments.
02 / THE SYSTEM IN YOUR OPERATIONS
Three moments. The same context.
Information stays with the prospect throughout the process. Your team can see what they requested, what they received, and what still needs to happen.
01 Respond and profile
The agent retrieves information about your developments, identifies intent, location, and budget, shares information sheets, and qualifies prospects according to your sales criteria.
02 Coordinate the team
The system recommends an advisor according to the agreed rules. You can approve, reassign, or take over the conversation. The advisor receives a notification to accept or decline, and the status is updated in the dashboard.
03 Keep things moving
The workflow can coordinate appointments, send invitations and documents, and record actions. Your team retains the history and can step in when needed.
IMPLEMENTATION CASE / MADI INMOBILIARIA
ACTIVE 01 / 04
Real operations. Tailored decisions.
Across five working sessions, and with the information each client shares, we define how the agent should respond, which criteria to use, and how to coordinate the handoff of prospects to advisors.
Information ready to support inquiries.
01Development information and sales rules were organized so the agent could retrieve and share relevant information during the conversation.
Recommend, approve, or reassign.
02The proposal comes from rules the business defines. Whoever supervises can approve it, choose another advisor, reassign, leave notes, or keep the conversation.
A handoff with context.
03The advisor receives an email to accept or decline the assignment. The system updates the status and coordinates the next actions in the workflow.
Step in and understand.
04The dashboard brings together metrics, conversations, profiles, where each prospect came from, and their assignments. A person can take over a conversation at any time and hand it back to the agent without losing context. Every message is recorded.
Visibility at every step
How a shared technology foundation adapts to specific business rules. Behavior, assignments, and metrics were designed for these operations.
Every conversation can be seen in detail: as the prospect advances, the information your business considers essential is collected. How it responds, who it goes to, and what gets measured are tailored to each operation.
03 / CUSTOMIZATION
ACTIVE 01 / 04
The system is built. We adapt it to your operations.
Together, we map how you respond to inquiries and coordinate your advisors. From there, we define the agent's behavior, workflows, and dashboard.
Developments, information sheets, and sales messaging.
01We organize the knowledge the agent needs and agree on how to keep it up to date.
Qualification and assignments.
02We define what makes an opportunity relevant, when to notify your team, and how to recommend an advisor.
Permissions and intervention.
03We agree on who supervises, who receives opportunities, and how conversations are taken over or handed back.
Information for decisions.
04We design what to measure around the questions you need to answer about your operations.
