Automations
The lead-engagement playbook: when a lead arrives, it gets an instant WhatsApp message and the AI nurtures the conversation until a team member takes over.
Automations
Turning it on#
Connect a channel
Set your intro template
engagement_intro_v1) and its language. This is the message sent the instant a lead is created.Enable lead engagement
Let AI write the setup for you#
Filling in every message by hand takes a while, so Salesvora can draft the whole thing from information you already have. On Settings → Automations and Settings → AI Agent, use the AI setup assistant.
Give it something to read
Generate the draft
Review, then apply
The conversation playbook#
Once a lead replies to the intro, the 24-hour free-form window opens and the AI works through your playbook. Each message has a sensible default, and you can override the copy:
- Qualifying questions — e.g. which class/stream, or which service they want.
- Fees / info reply — what they asked about, plus a note that a team member will call.
- Demo / booking — a link or prompt to book a slot.
- Follow-ups — gentle nudges at 24 hours, 3 days and 7 days if they go quiet.
- Opt-out acknowledgement — a polite confirmation when someone asks to stop.
Handover rules#
Automation is about handing the right conversations to humans at the right moment:
Hot keywords#
When a lead's reply contains any keyword you've listed (e.g. price demo call me), the bot pauses and pages a team member.
Minimum intent score#
The AI scores how ready-to-buy a lead seems. Set a threshold (say 60) and any lead above it is automatically handed off — to the lead's assigned team member, or a specific team member you choose.
Quiet hours#
Set a start and end hour (in your timezone) during which outbound messages are held back — so the bot never pings a lead at midnight.