- AI agents
- Sales automation
- Integrations
Subscription design agency in Portugal
Sales operations run by AI agents on WhatsApp and email
Every ad lead gets an instant reply, is qualified, hears about the right plan and leaves with a meeting booked and a brief ready in ClickUp.
- automations running
- 16
- AI agents
- 2
- tools integrated
- 7
Challenge
The agency paid for ads to generate leads, but nobody could reach everyone in time. Leads went cold without a reply.
Approach
- 01
An agent reaches out to every lead from the ad form, on WhatsApp and email, in European Portuguese.
- 02
It qualifies the lead, presents the right plan, books the meeting and collects the brief.
- 03
An approved brief becomes a ClickUp task, and a payment confirmed in Guru marks the lead as a client, with nobody copying anything between screens.
- 04
EU AI Act compliance built into the system: the agent identifies itself as AI in the first message.
Deliverables
- Customer service agents on WhatsApp and email
- Automatic capture of leads from the ad form
- Follow-up across four flows and meeting reminders 24 h and 1 h before
- Daily reactivation of the old contact base
- Custom dashboard with leads, conversations, briefs, schedule and manual sending
- Email campaign module with scheduling and unsubscribe
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