A multi-step conversation engine that captures leads and creates CRM records automatically — no staff required.

The Problem

When prospective students first contact the school via WhatsApp, staff had to manually collect their details and create a record in SugarCRM by hand. Leads that arrived outside business hours were simply missed or delayed — there was no way to capture them without a person in the loop.

The school was already using Twilio for outbound WhatsApp messages from SugarCRM, but replies from unknown numbers went nowhere.

What We Built