In this guide, we’ll walk you through building a Lead Qualification agent that engages customers via WhatsApp. The agent will collect customer preferences such as the type of property, budget, locality, and handle inquiries related to real estate offerings.
1

Define the Use Case

Before you begin, define the specific use case for the WhatsApp agent:
  • The agent should interact with customers and qualify leads based on property type, budget, and locality.
  • Anticipate customer inquiries such as:
    • Scheduling property visits
    • Asking about property amenities
    • Inquiring about the distance of nearby landmarks like the airport, school, and hospital.
2

Prepare a Mental Framework for the Agent’s Tasks

Imagine you’re preparing a human agent’s responsibilities for lead qualification:
  • Greet the customer and ask them what property they are interested in.
  • Capture customer details such as property type, budget, and locality.
  • Handle follow-up questions, e.g., property amenities, schedule a visit, or give distance details of nearby landmarks (airport, schools, etc.).
  • Escalate the conversation to a human representative when needed (for more detailed queries or follow-ups).
3

Define the Agent’s Tasks in Detail for Vibe Agent

Now, provide the detailed tasks for your agent:
  • The trigger for this agent is when a customer sends a message on WhatsApp.
  • Greet the customer.
  • Ask questions to capture details property type, budget, locality, etc.
  • Inquiries Handling:
    • If the user asks for property amenities, the agent will fetch that information.
    • If the user asks for distances to nearby landmarks, the agent will provide that information.
  • If the agent cannot assist or if the user requests to speak to a human, the agent will transfer the conversation to a human representative.
Here’s a sample prompt for the agent:
Create an inbound WhatsApp Agent for lead qualification for my real estate business. The agent should respond to incoming messages, greet the customer, ask what type of property they’re interested in, their budget, and preferred locality. The agent should store this information and handle questions like property amenities, distance from landmarks like airports and hospitals, or schedule a visit. If the agent cannot assist or if the customer requests, it should escalate the conversation to a human representative.
4

Let Vibe Agent Work Its Magic

Allow Vibe Agent to place nodes in the agent flow builder. It will automatically generate the flow based on the prompts you’ve provided. Be patient and let it complete the flow. Occasionally, you might need to manually intervene (like providing all the files related to the properties you are selling)
5

Review the Workflow and Validate the Happy Path and Edge Cases

Once the Vibe Agent completes the first draft, review the entire workflow:
  • Verify the variables the agent has identified (e.g., customer phone number, budget & locality).
  • Check the intent behind each path or branch of the agent flow
  • Ensure that integrations (e.g., fetching property details or landmarks) are correctly set up.
  • Ensure the knowledge base is configured for handling questions like amenities, distances, and other common inquiries.
6

Make Adjustments Based on New Edge Cases

As you review, consider possible edge cases:
  • What if the user asks for information not covered in your flow (e.g., asking about legal documents)?
  • If a customer does not respond to an initial question, what should the agent do?
    If you identify any issues, update the flow or prompt Vibe Agent to adjust the agent.
7

Make Changes Yourself (If Necessary)

While Vibe Agent can handle most tasks, sometimes you may want to make minor adjustments yourself. Use our Node Reference Guide to fully understand the available nodes and how to configure them for your specific use case.
8

Test the Agent

Test the agent by starting simple and expanding the complexity gradually. Use the Playground to run initial tests, verifying basic functionalities such as:
  • Does the agent greet and ask questions correctly?
  • Does the agent capture and store customer data (property type, budget, locality)?
  • Test responses to questions about amenities, distances, and other common real estate questions.
9

Make Fixes if the Agent Isn’t Performing as Expected

If you find that the agent isn’t performing as expected:
  • Provide detailed feedback to Vibe Agent and let it update the flow accordingly.
  • Alternatively, make the changes manually in the flow builder.
10

Deploy the Agent

Once the agent works as expected:
  • Set up WhatsApp via Embedded Sign-up: Go to the WhatsApp Configuration and link your WABA with Plivo.
  • Rent a Plivo number or use your own to link with the WhatsApp Business profile.
  • Assign the Agent: In the settings, assign the newly created lead qualification agent to the selected WhatsApp profile.
  • Your WhatsApp agent is now ready to qualify leads and engage with customers!
Your inbound whatsapp agent is now ready to engage potential customers and qualify them as leads, saving your valuable time to sell better to the ones who are genuinely interested.