PRODUCT / FROM CUSTOMER TO OPPORTUNITY
Your whole sales flow,connected in one workspace.
Customer import, grouped outreach, AI reception and sales takeover. Your team sees the context of every conversation and knows the next step.
See the product demo- AI keeps responding · people can take over anytime
- Consent-based outreach · you control your data
LeadBridge / Conversations
SampleAlex Morgan
WhatsApp · Dubai property enquiry
Today
Alex · 10:41
I’m looking for an apartment in Dubai.
AI assistant · 10:42 Delivered
Happy to help! What is your budget, and when are you planning to buy?
Alex · 10:43
Around AED 2,000,000. Next month. Please have your sales team contact me.
AI assistant · 10:44 Delivered
Got it — AED 2,000,000, buying next month. I’ll connect you with our property advisor to discuss suitable apartments.
AI is replying · sales can take over anytime
Requirement summary
- Interest
- Dubai apartment
- Budget
- AED 2,000,000
- Purchase timing
- Next month
- Next step
- Wants a sales call
Intent score / sample rules
92 / 100
Clear budget + near-term plan + contact request
Hand off to salesAssigned to Mia · 10:44
BUILT FOR SALES TEAMS
Let AI prepare. Let sales decide.
From the first message to the next follow-up, the key work is always on record.
01 / CUSTOMER DATA
Customer import and grouping
Unified CSV fields, duplicate-number checks and group tags make your customer list usable.
02 / ALWAYS READY
Always-on AI reception
Answers enquiries from your business knowledge, asks about budget and timing, and keeps the full conversation context.
03 / QUALIFICATION
Intent detection and summaries
Turns scattered messages into needs, budget, plans and next steps, with configurable scoring rules.
04 / HANDOFF
Human takeover and teamwork
Assign a salesperson and pause AI auto-replies to avoid duplicate handling and lost context.
05 / OUTREACH
Compliant WhatsApp outreach
Group customers by consent status and track template and window limits. No indiscriminate blasts.
06 / FOLLOW-UP
Ongoing follow-up
Create next-step tasks for customers awaiting contact, and keep follow-up records and owners.
- 01 / Import & grouping
Bring customer data into one standard.
CSV field mapping, international dialling codes and de-duplication by number. Build reusable groups by source, country, product need and sales stage.
Alex Morgan · +971 50 *** 0186
Source: Dubai property landing page
Group: Dubai property / buying soon
Consent: agreed to WhatsApp contact
Sample configuration - 02 / Knowledge & reception
AI has limits. Your team has control.
Configure your business introduction, common questions and promises AI must not make. Quote confirmations, sensitive questions and customer requests go to sales; guesses are never presented as facts.
Knowledge base: project overview v1.2 · sample
Greeting: Thanks for reaching out. We’ll help match your needs.
Fields to collect: budget / area / purchase timing
Limits: no promised returns, no confirming stock on its own
Sample configuration - 03 / Opportunities & teamwork
Find a clear next step in every conversation.
Summaries update as the conversation goes on, and intent rules are explainable. After sales takes over, AI replies pause while tasks, owners and conversation records are kept.
High intent: clear budget + buying within 30 days
Score: 92 / 100 · sample rules
Owner: Mia Chen
Next step: contact the customer today at 16:00
Sample configuration
HUMAN + AI, NOT HUMAN OR AI
Give the moments that matter to the right person.
AI does the organising; sales builds the trust. A handoff is not a new conversation. It continues from what the customer needs.
With the full context
No more re-asking about budget and plans. The customer’s needs and chat history are visible together.
A clear owner and next step
High-intent customers enter the takeover queue, where a salesperson is assigned and follow-up tasks are recorded.
Automation that knows when to stop
AI replies pause after a human takes over; sales can resume AI reception when needed.
Awaiting sales takeover
3 customers · sampleAlex Morgan
Dubai apartment · AED 2,000,000 · buying next month
Customer asked to be contacted
“Please have your sales team contact me.”
Sales owner
Mia Chen
Records are kept after takeover; AI will not keep sending messages automatically.
CONTROL BY DESIGN
Automation can be efficient, and it must have limits.
Security and compliance are product design principles, not unverified certifications or performance promises.
Consent first
Reach only customers who agreed to receive messages; keep the source, consent time and opt-out records.
Permissions and data
Restrict access by role and log key actions. Actual storage, retention and deletion policies will be confirmed at launch.
Your team in control
Configure AI boundaries, human review and takeover rules. Sensitive matters are confirmed by sales.
WhatsApp rules apply
Template approval, conversation windows, sending frequency and related fees are subject to WhatsApp rules. This design does not claim official partner status or any compliance certification.
ONE CONNECTED WORKFLOW
Seven steps, one clear path to growth.
Not a bot that only answers questions, but a workflow that connects customers, AI and your sales team.
- 01
Import customers
Upload a CSV; validate numbers and consent.
- 02
Group customers
Organise by source, need and stage.
- 03
WhatsApp outreach
Message customers who have opted in.
- 04
AI reception
Keep responding and collect key needs.
- 05
Qualify intent
Flag opportunities with clear rules.
- 06
Sales takeover
Follow up with the chat and summary in hand.
- 07
Keep following up
Record tasks and the next contact.
Keep a record of customer consent before outreach. Template approval, conversation windows and message frequency are subject to WhatsApp rules.
FAQ
What you may want to know before you start.
Give your next customer enquiry a clear next step.
Start from your customer list and connect AI reception with sales follow-up.
Explore the flow with sample data · no real messages are sent