Chatfuel: messaging features and setup

Overview

For a process that starts with a campaign, keep the promise in the ad aligned with the qualification questions in the conversation. A prospect should not be asked questions the ad has already answered, and the sales team should know why a lead was marked as a fit. Also define an endpoint for people who are not a fit for the service. When using AI for qualification, review a sample of decisions against your written criteria, not just the number of leads that moved to the next stage.

Features

• WhatsApp lead conversation flows
• AI for prospect qualification
• CRM tracking and outcome reporting integrations

Business uses

• Collecting information from an ad-driven prospect before an agent follows up
• Linking a conversational lead to a sales outcome for measurement

Getting started

• Choose one funnel and define which details establish that a lead is a fit for the service.
• Create one test prospect who fits the service and another who fails a key requirement, then take both through the same WhatsApp flow.
• Check the source, qualification answers, and flow outcome in the tracking record. Make sure the fit classification does not rely on the agent's guess.

What to check

• Check how a conversation is matched to an actual deal in your sales system.
• Do not treat success rates or account-protection promises on the website as guaranteed results.