AI marketing agents that turn campaign replies into booked sales calls

Every reply on WhatsApp, Instagram and your website answered in seconds, qualified by your rules and passed to sales.

CB

Chloe Bennett

WhatsApp, reply to your spring campaign

AI agent
  1. Chloe Bennett: Saw your spring offer. Is the team plan still 20% off this month?

  2. AI agent: Yes, the spring offer runs until 30 April for new team plans. How many people would use it?

  3. Chloe Bennett: About 25, and we'd need it live before June.

  4. Qualified: 25 seats, live by June. Added to CRM
  5. AI agent: That fits. I've booked you with Mark from our sales team on Thursday at 2pm, and the invite is on its way.

  6. Meeting booked, thread passed to Mark
Example conversation. The offer, the qualifying questions and who gets the lead all come from your rules.
  • Answers every campaign reply
  • Qualifies with your sales team's questions
  • Books meetings on the right calendar
  • Opt-in and WhatsApp template rules built in

Why campaign replies go cold

You send a WhatsApp broadcast to people who opted in, or a post takes off on Instagram, and within an hour there are more replies than your team can read. The people who asked about price hear back tomorrow. By then some have bought elsewhere, and the rest have forgotten what they asked.

A marketing agent answers each reply while the person is still looking at their phone. It knows the offer, asks the two or three questions that tell a buyer from a browser, and books the call or hands the conversation to sales.

  1. Someone replies to a campaign

    A broadcast reply, comment or ad click

  2. It answers from the offer

    Campaign details and your own material

  3. It qualifies and books

    Your questions, CRM and team calendars

  4. It stays inside the rules

    Opted-in contacts, approved templates

  5. Sales takes the warm lead

    With the conversation attached

Each campaign gets its own answers and questions, agreed with your sales team in discovery. The rules come from WhatsApp's and Instagram's policies as well as from you.

Rules the agent works within

It messages only people who opted in, and it uses Meta-approved templates when WhatsApp requires one. It stays inside what the campaign offers and does not invent discounts. When someone asks for a person, or the question is outside what it was given, it hands over. From the Starter plan up, someone on your team can take the conversation over live.

AI marketing agents for every channel your campaigns run on

WhatsApp campaigns

The agent answers replies to your broadcast, explains the offer, answers questions from your material, and qualifies the people who are interested. Any follow-up goes out as a Meta-approved template, and only to contacts who opted in.

Instagram posts and ads

When someone comments on a post, the agent can reply by DM, carry on the conversation there, and collect what sales needs to know. It works from what your campaign offers, in your voice.

Landing pages and your website

Visitors who arrive from an ad ask their question in the website chat. The agent answers with the details of that campaign, qualifies them, and books the meeting on your team's calendar.

HiQBot agent stages for qualifying a lead: need, situation, commercials and contact details, down to the preferred demo date
The stages our own website agent works through for demo requests, as set up in HiQBot: need, situation, commercials and contact details, down to the preferred demo date.

How the agent qualifies a campaign lead

In discovery we write down, with your sales team, what makes someone worth a call: what they need, their situation, their budget, how soon. The agent works through those questions in a normal conversation, one or two at a time. Every lead it captures lands in your CRM with its status, and in the same inbox as the conversation that produced it, so sales can read exactly what was said. We connect it to the CRM you choose.

HiQBot plan or custom AI marketing agent?

What a HiQBot plan does for campaigns compared with a custom marketing agent
HiQBot planCustom marketing agent, built for you
Answers replies on WhatsApp, Instagram and website chatYes, every planYes, with campaign-specific answers and offers
Instagram comment to DMYes, every planYes, with your own qualification and hand-off rules
WhatsApp broadcasts to opted-in contactsYes, every plan; saved segments and retargeting from StarterYes, plus follow-up rules built around your funnel
Qualifies leads and books meetingsYes, with the questions you setYes, with your own criteria, routing and hand-off to the right salesperson
Writes leads into your CRMBuilt-in CRM on every plan; HubSpot contacts and dealsThe system you name in discovery

If the left column covers your campaigns, start on a HiQBot plan and skip the build. Every plan includes lead qualification.

When a custom AI marketing agent pays off

  • You run several campaigns at once and each needs its own answers, offer and questions.
  • Sales has rules about which leads go to whom: by product, region, deal size or language.
  • The lead needs to land in a system the plans do not write to, with fields your team already reports on.
  • You want the agent to follow up on a schedule tied to your funnel stages, within WhatsApp's template and opt-in rules.

What we need from you

  • Someone from sales who can say what makes a lead worth a call, and who should get it.
  • The campaign itself: the offer, the channels, the dates and the questions people usually ask.
  • Replies from a past campaign, including the ones that went nowhere, so we can write the test cases.
  • Access to the CRM and the calendars the leads and meetings should land in.

AI marketing agents by industry

A campaign reply means something different in each trade, and so do the questions that tell a buyer from a browser. Here is what a marketing agent does with those replies in the industries HiQBot serves.

Answers replies to a webinar invite or a launch broadcast, asks about need, company size and timeline, and books the demo on the right salesperson's calendar.

More on SaaS & Technology

How we test a marketing agent before your campaign goes live

Replies from your past campaigns become the test cases, including the ones that never turned into a sale. For each one we agree with your sales team what the person asked, what the agent should answer, whether they count as a lead and who should get them.

The agent has to pass them before it answers a live campaign. Each new campaign adds its own cases, so a changed offer or a new question is tested before the agent quotes it to a customer. You get the cases and the latest results at handover.

How we build your marketing agent

The same five steps as every build we do, shaped around your campaigns. The full process is on our custom AI agent development page.

  1. Scoping call

    Bring the campaign, the channels and what sales needs to know about a lead. An engineer tells you what a HiQBot plan covers and what is worth building.

    You know what is worth building

  2. Discovery and a written scope

    We write down with your sales team what makes a lead qualified, who gets which lead, and which follow-ups WhatsApp's rules allow.

    Your lead rules, in writing

  3. Quote from our sales team

    Our sales team prices the build from the written scope, and you decide whether to go ahead.

    A quote you can check against the scope

  4. Build

    We build it on your campaign material and test it on real replies from past campaigns before a single new one goes out.

    It passes your test replies

  5. Handover and support

    The agent is handed over to your organisation, on your cloud or ours. We stay on to set it up for the next campaign.

    The agent is yours

AI marketing agent FAQs

What is an AI marketing agent?

An AI agent that handles the conversations your marketing starts. It answers, qualifies and books, then passes the interested people to sales.

Can it send cold messages on WhatsApp?

No. It messages people who opted in, using Meta-approved templates where WhatsApp requires them.

Does it create content or run our ads?

This agent works the replies your content and ads produce. We also build content and SEO agents that draft against your brief for your team to review; they are on our AI agent development services page.

Can it handle several campaigns at once?

Yes. Each campaign gets its own answers, offer and questions, and the agent answers every reply with the details of the campaign it came from.

Can it follow up with people who went quiet?

Within WhatsApp's rules, yes. Once 24 hours have passed since the person's last message, a follow-up has to be a Meta-approved template, sent only to contacts who opted in. A custom build can time those follow-ups to your funnel stages.

Does it work with our CRM?

On a HiQBot plan, leads land in the built-in CRM, and contacts and deals can go to HubSpot. A custom build writes to the CRM you name in discovery.

Who owns the marketing agent?

You do. It is handed over to your organisation with its code, instructions and test cases, and runs on your cloud or on ours.

Which channels does it work on?

On the HiQBot platform: website chat, WhatsApp, Instagram, Messenger, Telegram and LINE, with every conversation in one inbox. On your own infrastructure: the channels we connect it to in discovery.

How do we know it is working?

You see every conversation in the inbox and every lead with its status in the CRM, so you can compare leads and booked calls before and after launch.

We also need help with support conversations. Same team?

Yes, the same team builds both, and they can share the HiQBot inbox if you run them there. See our support agents.

Tell us about your next campaign

Thirty minutes with an engineer. Bring the campaign, the channels and what sales needs to know about a lead, and we will tell you what a plan covers and what is worth building.

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