WhatsApp-Based Lead Qualification System
Budget / Salary₹1,500–12,500
TypeFreelance project
LocationRemote
Posted1 hour ago
We are looking for an experienced freelancer to build a reliable and customizable WhatsApp lead qualification, routing and tracking system for our business.
We currently use/are evaluating platforms such as Interakt, but we are open to using n8n + WhatsApp Cloud API or another suitable low-cost platform if it provides better flexibility and reliability.
AI is NOT required for this project. The workflow will be based on predefined questions, options, conditions and rules.
What we need
The system should handle incoming WhatsApp enquiries and automatically identify whether the person is a new lead or an existing contact.
1. New Lead Detection
-Start the lead qualification workflow only when both conditions are met:
The WhatsApp number is not saved as a contact in our WhatsApp Business account; and
We have never previously received a message from that WhatsApp number.
If either condition is not met, the new-lead qualification workflow should not start.
Existing customers/contacts should NOT receive the new-lead welcome/qualification workflow unnecessarily.
2. Lead Qualification Workflow
We have a basic workflow design that we will provide.
The system should:
Send predefined questions/messages.
Provide selectable options where appropriate.
Capture customer responses.
Store the information collected during the conversation.
Move to the next step based on the customer's response.
Create a lead record once the required information is collected.
3. Important – Human Handover / Fallback
This is one of our most important requirements.
If the customer replies with something outside the predefined options or sends a message that requires human attention:
The automation should stop and hand the conversation over to a human/team member.
However, the conversation and lead information already collected must be preserved.
The workflow must NOT:
Restart from the beginning.
Send the welcome message again.
Create another duplicate lead.
Continue sending automated questions after human takeover.
Once handed over, the assigned team member should be able to continue the conversation normally.
If the customer sends another message after handover, it should remain with the human/team member .
4. Lead Assignment
Once a lead is captured, it should be assigned to the appropriate team member/partner based on predefined rules.
For example:
Product/requirement
Location
Lead type
Other criteria that we may define
The system should support automatic assignment and clearly show who owns the lead.
Platform / Technical Requirements
We are not fixed on Interakt.
We are open to:
n8n + WhatsApp Cloud API
Interakt
AiSensy
WATI
Another suitable WhatsApp API/CRM/automation platform
The priority is:
Reliability + easy customization + low ongoing cost + proper lead tracking.
We would prefer a solution where business rules can easily be changed later without rebuilding the entire system.
Important
We do NOT want a generic chatbot.
We need a proper state-based lead workflow where the system remembers the customer's progress and knows:
New lead vs existing customer
Which step the customer is currently at
What information has already been collected
Whether automation is active or stopped
Whether the conversation has been handed to a human
Who is responsible for the lead
What the current lead status is
The workflow should be designed to prevent duplicate messages, duplicate leads and accidental restarting of conversations.
What we will provide
We already have a basic workflow design and business requirements.
We will provide this to the selected freelancer and expect the freelancer to convert it into a technically robust workflow.
We currently use/are evaluating platforms such as Interakt, but we are open to using n8n + WhatsApp Cloud API or another suitable low-cost platform if it provides better flexibility and reliability.
AI is NOT required for this project. The workflow will be based on predefined questions, options, conditions and rules.
What we need
The system should handle incoming WhatsApp enquiries and automatically identify whether the person is a new lead or an existing contact.
1. New Lead Detection
-Start the lead qualification workflow only when both conditions are met:
The WhatsApp number is not saved as a contact in our WhatsApp Business account; and
We have never previously received a message from that WhatsApp number.
If either condition is not met, the new-lead qualification workflow should not start.
Existing customers/contacts should NOT receive the new-lead welcome/qualification workflow unnecessarily.
2. Lead Qualification Workflow
We have a basic workflow design that we will provide.
The system should:
Send predefined questions/messages.
Provide selectable options where appropriate.
Capture customer responses.
Store the information collected during the conversation.
Move to the next step based on the customer's response.
Create a lead record once the required information is collected.
3. Important – Human Handover / Fallback
This is one of our most important requirements.
If the customer replies with something outside the predefined options or sends a message that requires human attention:
The automation should stop and hand the conversation over to a human/team member.
However, the conversation and lead information already collected must be preserved.
The workflow must NOT:
Restart from the beginning.
Send the welcome message again.
Create another duplicate lead.
Continue sending automated questions after human takeover.
Once handed over, the assigned team member should be able to continue the conversation normally.
If the customer sends another message after handover, it should remain with the human/team member .
4. Lead Assignment
Once a lead is captured, it should be assigned to the appropriate team member/partner based on predefined rules.
For example:
Product/requirement
Location
Lead type
Other criteria that we may define
The system should support automatic assignment and clearly show who owns the lead.
Platform / Technical Requirements
We are not fixed on Interakt.
We are open to:
n8n + WhatsApp Cloud API
Interakt
AiSensy
WATI
Another suitable WhatsApp API/CRM/automation platform
The priority is:
Reliability + easy customization + low ongoing cost + proper lead tracking.
We would prefer a solution where business rules can easily be changed later without rebuilding the entire system.
Important
We do NOT want a generic chatbot.
We need a proper state-based lead workflow where the system remembers the customer's progress and knows:
New lead vs existing customer
Which step the customer is currently at
What information has already been collected
Whether automation is active or stopped
Whether the conversation has been handed to a human
Who is responsible for the lead
What the current lead status is
The workflow should be designed to prevent duplicate messages, duplicate leads and accidental restarting of conversations.
What we will provide
We already have a basic workflow design and business requirements.
We will provide this to the selected freelancer and expect the freelancer to convert it into a technically robust workflow.
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