Conversations, Manual Replies, and Auto Sales

• Manual mode answers basic questions and keeps control with your team.
• Auto Sales actively qualifies, guides, and moves the lead toward a conversion result.
• You can run both modes at the same time across different conversations.

Manual mode is a safe assist mode.

• Answers customer questions using your knowledge sources and saved materials.
• Keeps replies simple and neutral.
• Can include a light next step when relevant.
• Does not run full sales qualification or structured discovery flow.
• Does not run automated follow-ups.
• Best when you want full sales control or mostly support-style conversations.

Auto Sales behaves like a trained sales manager inside your chats.

• Qualifies leads and asks short clarifying questions when needed.
• Explains your offer in business-appropriate language.
• Suggests suitable products or services and moves toward your selected conversion type.
• Uses follow-ups if customer stops replying.
• Can request feedback when lead is truly lost.
• Can send booking or payment links when configured.
• Can support availability and booking flows when calendar setup is connected.

• Auto Sales tracks what customer asked, what is already clarified, and what should happen next.
• This helps avoid repeated follow-ups, irrelevant questions, and pushing after agreement.
• Status tracking helps keep conversations clean when lead is active, paused, converted, or lost.

• You can switch mode per conversation from the conversation header.
• Switching affects this conversation going forward.
• Existing conversations keep current mode unless you change them.
• New conversations follow your default mode setting.
• If Auto Sales is turned off for a conversation, sales actions and follow-ups stop there.

• If information is missing or unreliable, the system should avoid inventing an answer.
• Depending on context, it can ask a short clarification question or notify your team to take over.
• This reduces risk of wrong pricing, wrong availability, and wrong service promises.

• Within 24 hours after customer last message: you can reply normally from dashboard.
• Outside 24 hours: WhatsApp may restrict dashboard sending, and template flow may be required.
• If needed, you can reply from WhatsApp Business app.
• Read full channel details: /docs/whatsapp-business

• Voice messages can be processed and shown with transcript where available.
• You can still listen to original voice messages in conversation.
• Images and files can be used as context where supported.
• Incoming files can be previewed inside conversation.

• When conversation needs human input, automated actions can pause.
• You can manually pause or resume automation from conversation header.
• Useful for sensitive, complex, or partnership conversations where human control is required.

• Select conversion type: booking, order, call, store visit, or talk to sales.
• Prepare catalog with at least 3 items.
• Fill price rules and price drivers if your pricing is variable.
• Optionally connect Google Calendar for booking automation.