AI Lead Desk: leads from WhatsApp, your ads and your website, answered and logged in Odoo

The first reply

Harvard Business Review published a study of how quickly companies answer online sales leads, and its authors' conclusion was blunt: "most companies are not responding nearly fast enough." The desk is built so that the first answer doesn't wait for someone to be free, while a person still steps in wherever a decision is needed.

Built around your business

Every business sells differently. We build yours: the questions the assistant asks, what it may say and quote, who approves what, and where it all lands in your CRM.

How it works

The same seven steps sit behind every build. What changes from one business to the next is the questions, the rules and who approves what.

1. 01

   Capture

   Each connected channel sends new leads and messages to the desk. Ad and website sign-ups bring their campaign and form answers; WhatsApp brings the customer's first message.

2. 02

   One record

   The desk matches each person by phone number or email, so a customer who signs up from an ad and then writes on WhatsApp is one lead, tagged in Odoo with its source, medium and campaign.

3. 03

   Reply within your rules

   The assistant answers only from your rules file and the facts you approve: services, prices, opening hours, policies. It never makes up a price or an availability, and fields you mark confidential are never passed to the AI, so it cannot reveal them.

4. 04

   Qualify

   It asks what your sales team would ask, such as dates, quantities, budget, location or the service needed, and writes each answer into the Odoo lead as the chat goes.

5. 05

   Hand over

   Payments, discounts, complaints and anything outside the rules go to a person, with the whole conversation already on the lead. Your team acts in Odoo, and their click sends the next messages.

6. 06

   Follow up

   Inside WhatsApp's 24-hour customer service window the assistant can reply freely; once it closes, only templates Meta has approved can go out. Customers who opt out are not messaged again.

7. 07

   Report

   Odoo's CRM reports show your leads by source, medium and campaign, by stage, and the deals won.

See one built end to end: a travel agency

One example of the steps above, built as a demo for an invented travel agency: an ad sign-up becomes an Odoo lead, the assistant collects dates and guests on WhatsApp and keeps the resort's name private until the advance is paid, the resort confirms on WhatsApp with one tap, and the team confirms the payment in Odoo.

The same steps in other businesses

We have built the desk for a clinic, and as the travel demo above. For the other businesses below, this is how the same steps map to their work.

What is live today, and what we connect

Being clear about this matters more than a long feature list. The first list runs for clients today; the second we build and connect for each client, because each channel in it needs its own setup or Meta's approval.

Your data, your rules

The desk is built to keep control with you. Saudi Arabia's Personal Data Protection Law, overseen by SDAIA, and the UAE's Federal Decree-Law No. 45 of 2021, in force since 2 January 2022, both cover the personal data a lead desk handles: consent, the purpose it was collected for, how long it is kept, and what a customer may ask to see. We build the opt-in wording and retention into the desk; the legal sign-off stays with your team.

• Customer records stay in your own Odoo; the assistant reads only the fields it needs.
• Fields you mark confidential never reach the AI.
• The assistant says it is an AI assistant and offers a person.
• Every message is logged on the lead in Odoo.
• WhatsApp requires a customer's opt-in before a business messages them; we build it into your forms.