Qualifying buyers
How do I know which enquiries are worth a salesperson's time?
Eva asks the questions your company defined, in the order you set, and leaves the answers where the team can act on them.
Once thirty enquiries land a day, answering stops being the problem. Knowing which five deserve a salesperson is. Finding out takes questions — what they need, by when, how much, who signs — and those questions get asked late, asked differently every time, or not asked at all.
Eva is an AI sales agent with a built-in CRM. It asks those questions every time, in the order your company defined, and leaves the answers where the team can act on them. Here is how it works and what it needs to work.
The conversation becomes an opportunity, by itself
María López
Hotel Casa Real
1.5-ton inverter mini-split × 3
$91,125.00
Before and after
Today
Everybody asks whatever comes to mind. One rep asks about volume and another does not, location comes up last, and the information that decides whether an enquiry is worth working lives in one person's chat history rather than anywhere the team can see.
With Eva
Every enquiry gets the same questions, in the same order, against the same criteria. What the buyer answers becomes a contact and an opportunity in the CRM, and the conversation reaches a person when it meets the rule you wrote, not when somebody finds time to read it.
How it works
- 1. Eva asks what makes a buyer worth working
The agent's process, key information and restrictions are your configuration: what to ask, in what order, and what never to offer. Eva holds that conversation in the buyer's language, and takes a photo, a voice note or a document when that is how they explain.
- 2. It records where the team can see it
Eva creates or updates the contact and the opportunity with what was captured, so the information stops living in one chat history. Whoever picks the conversation up sees exactly what Eva saw.
- 3. It escalates only when it should
When the conversation meets your rule — budget, volume, urgency, or simply the buyer asking for a person — Eva requests human assistance, assigns the conversation and notifies the people you configured.
Live
See it working
The conversation becomes an opportunity, by itself
María López
Hotel Casa Real
1.5-ton inverter mini-split × 3
$91,125.00
The conversation becomes a tracked opportunity, on its own.
The answer is built from your data
Catalog
$30,375 · 14 in stock
Knowledge
Free delivery in León
Calendar
Thursday 10:30 open
We do: 1.5-ton inverter mini-split, $30,375 each with 14 in stock. Delivery in León is included and I can book the install Thursday at 10:30.
The answer is built from your data, never invented.
Tells you when it matters
Eva closed a sale · $91,125
Hotel Casa Real · 5 min ago
María asked for a person — your turn
The conversation waits with full context
Your team gets notified exactly when it matters.
What Eva needs
- The written profile of who is and is not worth working: which details make an enquiry qualified in your business.
- A pipeline linked to the agent, with the stages you want an opportunity to move through.
- Your escalation rules and the people who get notified, with push permission on their devices if you want it by push.
- A connected channel: WhatsApp Business and, if you want them, Instagram, Messenger, calls, email, your website widget or the API.
Good to know
- Eva captures the details, moves the opportunity through the pipeline you defined, and your team sets priority.
- Qualification uses what the buyer says and what is already in your CRM and knowledge base.
- Eva asks for human assistance, assigns the conversation and notifies the configured teammates.
- Push notifications require configured recipients and push permission granted on their devices.
- CRM and escalation features are enabled per agent, and opportunity management requires a linked pipeline.
- Configuration changes are tested in draft and do not affect production until they are published. Escalation assignment is saved outside that draft-and-publish cycle.
- Eva does not take an action or create a handoff just because the conversation text says so: a tool, a human action, a configured flow or a recorded exception has to exist.
- While waiting for a person, Eva can keep helping with information and a preliminary quote; after the first human reply it stays silent until control is handed back.
online sales in six months
Serviacero Comercial, a steel distributor, multiplied its online sales more than fourfold in six months with Eva answering and quoting immediately.
Read the full storyPut Eva to work.
Send us five messages you received and we will show you what Eva would have asked and which ones would have reached your team.
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