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PROJECT: WhatsApp AI-Powered Inspection Lead Follow-Up & Qualification System GOAL Build a WhatsApp system that re-engages past inspection leads, uses AI to handle initial conversations and qualification, and alerts a human when a lead is ready for quoting, booking, or technical discussion. The system must reduce manual chasing while ensuring humans handle all commercial decisions. SYSTEM OVERVIEW Lead list uploaded → System sends WhatsApp outreach → AI handles replies and qualification → AI escalates hot leads → Human takes over and closes → System continues follow-ups for non-responsive leads WhatsApp Business API Setup Platform Use WhatsApp Business API via Twilio or Meta Cloud API. Deliverables • Business WhatsApp number connected to API • Meta Business verification completed • WhatsApp Business Account configured correctly • WhatsApp message templates created and submitted for approval • Approved templates ready for automation use • System tested for sending and receiving real messages Lead Upload System (Client-Managed) Client must be able to upload new lead lists at any time. Freelancer will provide: • A shared Google Sheet or Airtable acting as the “Lead Upload Sheet” Required fields • Phone Number (with country code, required) • Name (optional) • Company/Site (optional) • Notes (optional) Automation must trigger when a new row is added. Each new row represents one lead to contact. Automation Engine (Client-Editable) Tool All automation must be built in a visual platform such as Make so the client can edit logic later. Automation Logic Trigger New lead added to Lead Upload Sheet Flow Step 1: Send initial WhatsApp message Step 2: Wait 48 hours If no reply → Send follow-up #1 Step 3: Wait 2 days If no reply → Send follow-up #2 Step 4: Wait 3 days If no reply → Send final follow-up Critical Rule If the lead replies at any point, automated follow-ups for that lead must stop immediately. AI Conversation Layer (Lead Nurture & Qualification) An AI layer must sit between incoming WhatsApp messages and the human inbox. AI Responsibilities • Greet and acknowledge incoming messages • Explain services at a high level • Answer common inspection questions • Ask qualification questions: Site location Site type Inspection type Urgency • Explain next steps in the process • Keep conversation active if the lead is not ready yet AI Knowledge Source Freelancer will build a structured knowledge base from client-provided service information and FAQs. AI Escalation Rules (Human Handover) AI must immediately alert a human and stop responding when messages include intent such as: • Requests for quote or pricing • Requests for booking or availability • Urgent deadlines • Technical questions beyond knowledge base • Proposal or contract discussions When triggered: • Email notification is sent • Conversation is flagged in inbox • AI pauses for that lead • Human takes over Human Inbox for Conversations Freelancer will implement a shared inbox using one of: • Twilio Conversations • [login to view URL] • Chatwoot Requirements • Agents can view and reply to chats • When a human replies, AI and automation must remain paused • Conversations can be tagged: Booked Not Interested No Response Invalid Number Email Notifications System must send email alerts when: • A lead replies for the first time • AI escalates due to buying intent • A lead asks for quote, booking, or urgent support Emails must include lead number, message preview, and inbox link. Ownership Requirements All accounts must be owned by the client: • Meta Business Manager • WhatsApp Business Account • Twilio or Meta Cloud API account • Make account • Inbox tool account • Lead Upload Sheet Freelancer has admin access only during setup. Testing and Handover Freelancer must: • Test AI conversations with real scenarios • Test follow-up timing • Test AI escalation triggers • Confirm automation stops after human reply • Confirm notifications are received • Provide walkthrough on: Uploading leads Editing messages Editing AI prompts/knowledge Managing inbox conversations FINAL RESULT Client can upload lead lists anytime System automatically re-engages leads AI handles early conversation and qualification Hot leads are escalated to humans Humans close bookings Follow-ups continue automatically for quiet leads This delivers a scalable AI-assisted lead follow-up and qualification system inside WhatsApp.
Project ID: 40201350
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Active 13 days ago
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53 freelancers are bidding on average £9 GBP/hour for this job

Hi, I can help you build this WhatsApp AI lead follow up system end to end so past inspection leads are re engaged automatically while your team only steps in when real buying intent appears. I have strong hands on experience with WhatsApp Business API, Make automations and AI driven qualification flows, including human handover rules and shared inbox setups. I will make sure the follow ups stop correctly on replies, escalations are reliable, and everything is clear for you to manage after handover. If you want, I can walk you through a similar automation I have already built and explain how I would approach this step by step.
£8 GBP in 40 days
4.8
4.8

Hi There!!! THE GOAL OF THE PROJECT:- Build a WhatsApp AI-powered lead follow-up and qualification system that automates outreach, nurtures leads, and escalates hot leads to humans for closing. I have carefully read your project description and understand that the system must integrate with WhatsApp Business API, automate follow-ups based on lead activity, and include an AI layer to handle conversations and escalate high-intent leads. I am the best fit for this project because I have extensive experience building AI-driven automation systems with WhatsApp and other messaging platforms that improve lead conversion and reduce manual effort. Set up WhatsApp Business API with Meta verification and message templates Build AI conversation layer to qualify leads and pause automation when humans intervene Implement shared inbox with notifications and tagging for human follow-up I provide basic services including UI design, database management, testing, and full source code delivery at project completion with clear setup and handover documentation. I bring 9+ years experience as a full stack developer and have completed similar AI-assisted lead follow-up systems using WhatsApp and Twilio automation with structured knowledge bases. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
£2 GBP in 40 days
4.7
4.7

Greetings, I have a strong grip on WhatsApp Business API, Twilio/Meta Cloud, and Make automation. I can build an AI-powered lead follow-up system that handles conversations, qualifies leads, escalates hot ones to humans, and manages automated follow-ups, email alerts, and a shared inbox in a fully client-editable, tested workflow. Let’s connect to review the setup.
£4 GBP in 40 days
4.2
4.2

With my 5+ years of experience in Full Stack Development and specialization in AI automation, I am confident that I can build an exceptional WhatsApp AI-Powered Inspection Lead Follow-Up & Qualification System for your business. My strong focus on detail and previous successful project delivery attest to my ability in configuring systems like the one you are requesting. My proficiency with relevant tools like React, Node.js, OpenAI, Chatbots and APIs is a significant advantage in fulfilling your project requirements. I’ll ensure a swift setup process and streamline operations with a shared Google Sheet or Airtable acting as the “Lead Upload Sheet”, Meta Business verification, sensible automation logic within Make or similar platforms to guarantee ease of manipulation and real-time notifications via email for notable events. Moreover, leveraging my experience in the development of SaaS platforms & dashboards, I'll create an intuitive system that allows smooth client-managed upload of new lead lists at any time. And most importantly, I have a profound understanding of AI systems and their application. Therefore, I'll develop an efficient Conversation Layer that greets leads promptly, explains services concisely, answers inspection questions, and carries out proper prompt qualification utilizing a well-built knowledge base sourced from your FAQs and service information.
£4 GBP in 40 days
3.6
3.6

Hello There!!! ⚜⭐⭐⭐⭐⚜(( THE PROJECT GOAL IS TO BUILD A WHATSAPP AI LEAD FOLLOW UP AND QUALIFICATION SYSTEM ))⚜⭐⭐⭐⭐⚜ Project goal is to create an automated WhatsApp workflow that re engages past inspection leads, lets AI handle early conversations, and hands over only purchase ready prospects to humans. I can see you want a practical system that reduces manual chasing while keeping full control over commercial decisions and account ownership. The concept is clear: leads are uploaded, automation sends approved templates, AI nurtures replies, and escalation happens the moment real buying intent appears. I would structure this using Twilio or Meta API, Make for visual automation, and a shared inbox such as Chatwoot so your team can step in smoothly. My experience with conversational flows and lead routing helps ensure follow ups stop instantly when a human replies. Most important features 1. Reliable WhatsApp API with approved templates 2. AI qualification with strict escalation rules 3. Client editable automation and inbox I would like to discuss your current lead format and service FAQs so the knowledge base matches real conversations. Let us connect and design a system that quietly turns old leads into new bookings. Warm Regards, Farhin B.
£4 GBP in 40 days
3.8
3.8

Hey , I just finished reading the job description and I see you are looking for someone experienced in AI Chatbot Development, AI Development, Automation and AI Model Development. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Syed.
£7 GBP in 27 days
2.9
2.9

We recently developed an AI-driven WhatsApp follow-up system that re-engages leads while seamlessly escalating sales-ready contacts to human agents, optimizing client workflows. Here’s what I can do to take your project from vision to reality: • Configure WhatsApp Business API with full Meta verification, ensuring compliance and reliable messaging. • Build client-controlled lead upload and automation flows in Make, automating multi-step, conditional follow-ups with pause controls upon lead replies. • Implement an AI conversation layer trained on your FAQs to qualify leads and trigger instant escalations for quotes, bookings, or technical queries with real-time email alerts and a shared human inbox. With 3 years experience in AI-enhanced customer engagement, I’ve helped clients create scalable, transparent systems that minimize manual effort without losing personal control. Clients trust my clear communication and thorough testing to deliver solutions that stand up to their operational demands. I’d be happy to share a quick action plan tailored to your project. The worst that can happen is you walk away with a free consultation. Regards, Jayden Lopes
£4 GBP in 25 days
2.9
2.9

Hi ? You want a WhatsApp system that reactivates past inspection leads, qualifies them with AI, and hands off only when humans should decide. Because outreach, templates, and AI must stay compliant, the biggest risk is broken stop rules that spam leads or talks over agents. That matters because one mistake here damages your WhatsApp number, trust, and conversion. So we first complete Meta or Twilio WhatsApp setup, get templates approved, and prove send and receive on a real number. Then we build the Make scenario around your lead sheet so follow ups stop instantly on any reply or human message. I have seen these systems work best when escalation triggers are conservative and every state change is logged. From there we add the AI layer with a structured knowledge base and route chats into a shared inbox with tagging and email alerts. Will you use Twilio or Meta Cloud API, and which inbox tool do you prefer from your list. If we start with a pilot on fifty leads to validate stop and escalation logic, does that fit your rollout.
£10 GBP in 40 days
2.9
2.9

Hey — saw your post about building a WhatsApp AI-powered inspection lead follow-up and qualification system. Most setups like this lose leads because replies aren’t handled fast enough or consistently across different scenarios. Quick question before I suggest an approach: Do you already have a WhatsApp Business API provider (like Twilio/360dialog/H360), or is that still open? I’ve helped build WhatsApp-based flows for lead capture, qualification, and handoff to human agents, so I’m familiar with the edge cases and compliance limits. If you can share your current flow, any scripts you’re using, or a short spec, I’ll review it and tell you what’s realistic for the first version.
£3.50 GBP in 7 days
2.0
2.0

Hello, With my extensive development background encompassing AI Chatbot as well as AI Model Development, I’m confident that I can deliver a robust and effective WhatsApp AI Lead Follow-Up System for your project. I understand the importance of efficient communication and power of automated follow-ups to draw potential leads. As such, I will ensure a smooth workflow by integrating a visual platform like Make that allows you to update, manage and easily automate logic even after my job is done. Our expertise stretches to multiple domains including web, mobile, backend and of course AI & Automation which equips us with unique skills to tackle your requirements holistically. We are well versed with using platforms like Twilio or Meta Cloud API which we'll tap into for your WhatsApp Business integration. Partnering with us guarantees you a system that connects to the API effortlessly, is properly configured, verified and finally tested with real scenarios. I have immense respect for project ownership. While we will set up all the necessary accounts using your credentials (inaugurated by me), I emphasize on handing them over to you once the system is fully functional. With our clean, maintainable, and scalable code combined with our culture of long-term support, your project won't just get implemented but rendered future-proof as well. Your inspection lead follow-up system is essentially in safe hands Thanks!
£20 GBP in 7 days
3.0
3.0

Hi there, I’m excited to submit my proposal for developing your WhatsApp AI-Powered Inspection Lead Follow-Up & Qualification System. With strong experience in automation and AI-driven workflows, I’m confident I can deliver a reliable, scalable solution tailored to your needs. I propose setting up the WhatsApp Business API via Twilio to seamlessly integrate lead management. This will include a structured lead upload process and an automation engine that triggers follow-ups based on your defined logic, ensuring timely and consistent communication. The system will feature an AI conversation layer to handle initial outreach, qualify leads, and escalate high-intent prospects to human agents when needed—keeping decision-making human while maintaining a personalized experience. I will also implement a shared inbox using Twilio Conversations, enabling agents to manage, tag, and collaborate on conversations efficiently. Email notifications will alert you to critical lead interactions so nothing is missed. The solution will be thoroughly tested using real-world scenarios before handover to ensure reliability and performance. Your success with this system is my top priority. I look forward to discussing this project further. Best regards, Ihsan Faridi
£8 GBP in 40 days
1.8
1.8

Hey , I just finished reading the job description and I see you are looking for someone experienced in Automation, AI Model Development, AI Chatbot Development and AI Development. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? Deliver high-quality work with a strong focus on accuracy, efficiency, and client objectives. Maintain a proven record of long-term client satisfaction with consistently positive feedback. Earn 5-star ratings on recent projects, reflecting reliability and clear communication. Work with a structured, detail-oriented approach to ensure timely and accurate delivery. Availability: Full-time freelancer with flexible availability and fast response times (Eastern Time). I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Hassan.
£7 GBP in 25 days
0.0
0.0

As an experienced AI & Automation Specialist for over a decade, I'm thrilled at the opportunity to further demonstrate my ability to create intelligent systems that enhance lead follow-ups, such as your project aiming to build a WhatsApp AI-powered Inspection Lead Follow-Up & Qualification System. My vast array of expertise, including AI Chatbot Development and Automation aligns perfectly with the needs of this project and will ensure the highest quality and meaningful interactions with your inspection leads. One of my main focuses throughout my career has been using AI to drive lead generation and building businesses that run on autopilot—an essential capability for maintaining and re-engaging past leads as well as streamlining the qualification process. What sets me apart from other freelancers is not only my extensive knowledge but also my commitment to reducing costs, improving efficiency, and scaling growth without increasing headcount; something that aligns perfectly with the goals stated in your project description. Limited ownership access will be maintained post-setup making it truly yours while giving you complete control over all aspects of the system's functioning. I look forward to putting my skills and experience to work for you for this exciting project!
£2 GBP in 40 days
0.0
0.0

Hey , I just finished reading the job description and I see you are looking for someone experienced in Automation, AI Development, AI Model Development and AI Chatbot Development. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Salik.
£14 GBP in 21 days
0.0
0.0

With 7+ years of experience in Full-Stack and Trading Automation Development, I believe I bring the skillset and expertise necessary to implement your WhatsApp AI Lead Follow-Up System. I understand that you need a system that doesn't just handle lead follow-up but also qualifies them using AI before alerting humans for further steps. My proficiency in building automated, intelligent systems like this comes from my extensive and proven background in trading automation, bot development and scripting. I’m a problem solver at heart, so I take pride in designing smart automated processes that have maximum efficiency while remaining flexible enough to be edited by the client themselves. In fact, I’m comfortable working with visual platforms like Make so the logic behind the automation can be changed to suit your needs as they may evolve over time. My ability to take on multiple aspects of this project, from API setup to building an AI knowledge base from your service information, will minimize coordination time and ensure a seamless execution. Equally important, my handover process guarantees that you retain full ownership of all accounts upon project completion. Let my track record, skillsets and passion for automation help create a robust system that not only reduces manual work for you but also ensures efficient and meaningful customer communication.
£4 GBP in 40 days
0.0
0.0

New freelancer. Experienced developer. Fully committed to your success. I’m building my reputation, which means I care more about quality and satisfaction than the paycheck, giving you dedicated effort, clear communication, and excellent results at a competitive rate. I'm also offering 6 months of free maintenance!!! With my excellent knowledge in full-stack website development including proficiency in HTML, CSS, JavaScript, and React/Vue/Tailwind CSS, you can rest assured knowing your WhatsApp AI-Lead Follow-Up System will have a solid technological foundation. I understand the critical role this project plays in automating and streamlining your inspection lead process while keeping human touch intact for vital commercial decisions. I'm here to make that happen seamlessly.
£8 GBP in 40 days
0.0
0.0

Hello, I’ve reviewed your WhatsApp AI-Powered Inspection Lead Follow-Up & Qualification System requirements carefully, and I’m confident I can deliver a fully automated, AI-assisted lead nurturing platform that re-engages past leads, handles initial qualification, and escalates hot leads to humans seamlessly. Let’s get started and implement a scalable, client-owned system with WhatsApp API integration, AI conversation management, automated follow-ups, and real-time human handover, fully tested and documented for your team to maintain independently. Best regards, Rashid A.
£4 GBP in 40 days
0.0
0.0

As you endeavor to implement an AI-driven system for your WhatsApp inspection leads, my extensive experience in AI model development becomes extremely relevant and valuable. I’ve successfully built and deployed various AI-powered systems across different platforms, and this has given me an in-depth understanding of how to effectively automate conversations like the ones needed for your project. Furthermore, my proficiency with visual automation tools such as Make ensures that not only can I create the required automated triggers but also guarantee that they'd be easily accessible for future editing by your team. This way, you can maintain maximum control over the system even after project completion. Let's hop on chat to discuss about project deadline and budget Here is my profile kindly check the portfolio: https://www.freelancer.com/u/Kevinbari Regards Kevin Z.
£4 GBP in 40 days
0.0
0.0

Nice to meet you , It is a pleasure to communicate with you. My name is Anthony Muñoz, I am the lead engineer for DSPro IT agency and I would like to offer you my professional services. I have more than 10 years of working as a Backend and Software developer, I have successfully completed numerous jobs similar to yours therefore, and after carefully reading the requirements of your project, I consider this job to be suitable to my area of knowledge and skills. I would love to work together to make this project a reality. I greatly appreciate the time provided and I remain pending for any questions or comments. Feel free to contact me. Greetings
£20 GBP in 40 days
0.0
0.0

Hi there, I'm excited to assist with the WhatsApp AI-Powered Inspection Lead Follow-Up System! With over 9 years of experience in developing tailored automation systems and chatbots, I’ve successfully completed similar projects that integrate AI and messaging platforms. My approach will ensure that your leads are engaged efficiently, with seamless handovers to human agents for critical discussions. I can set up the entire system using WhatsApp Business API, ensuring that your business name and number are verified and configured correctly. I’ll also create the customized automation flows and AI layers to handle qualifications effectively. Additionally, I can start immediately, ensuring we meet your timelines.
£5 GBP in 25 days
0.0
0.0

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