AI Lead Qualification Across Calls, WhatsApp and Social DMs
Lead qualification in MySA Business is the work of the same AI assistant that talks to your customers: it calls or replies with a purpose, asks the questions you care about, records what was agreed, and delivers the qualified lead to wherever your team works. This page explains how that happens on calls, on WhatsApp, and on Instagram and Facebook, and where the results end up.
Customer sentiment
128 calls64%
Positive
22%
Neutral
14%
Negative
- 1Enquiry on any channel
- 2AI conversation with a purpose
- 3Intent and details captured
- 4AI call when the customer agrees
- 5Lead delivered to your team
What makes a lead qualified here
You decide, and the AI does the reading. After every connected call the assistant records whether the call did its job, the purpose you gave it, and how the customer sounded: positive, neutral, negative or no response. It also applies tags from your own list for what was discussed, such as Pricing or Delivery. In Lead Feed you tick which of these count as a lead for your business: calls that did their job, calls that sounded positive, the undecided ones, even the unhappy ones if you want to win them back. The AI never invents a tag or a verdict; it works from the purpose and the list you wrote.
On phone calls
Give an assistant a purpose such as “Confirm interest in the 2BHK project, ask the budget and a preferred visit date” and run it as a campaign over a CSV, through the API, as a single call, or let it answer inbound calls. Columns var1 to var15 in your file personalise the purpose per contact. Every call ends with a recording, a transcript, a summary with the suggested next step, the sentiment and the tags. When a customer says “call me tomorrow at 3”, a follow-up is scheduled at that time in the language they heard; when they mention coming in on Friday, a visit reminder rings them on the day.
From website forms and ad leads
Point your website form, ad platform or CRM at a MySA Business webhook, map the fields once without code, and attach a webhook campaign. Each new lead is dialled within about a minute of arriving, with the customer's own message as the call's opening context, under a cap on calls per customer per day and a minimum gap between calls. See Webhook campaigns and Webhooks.
From WhatsApp
On a connected WhatsApp number the AI answers from your Business Details with a per-number goal, for example collecting a name and a preferred time. A message containing one of your keywords, such as price or book, can trigger an AI call instead of a text through Auto-Call. With Call when the customer agrees on, the AI reads whether the customer sounds like a real prospect, asks once whether your team may call, and places an AI call on a yes. The details are on WhatsApp AI automation.
From Instagram and Facebook DMs
From the customer's second message on, when they ask about price, booking, availability or a visit, the AI asks once for a name and mobile number. Every Indian mobile number written in a DM is saved as a lead with the name given, and a corrected number updates the same lead. With Call when the customer agrees on, the AI then offers a call and places it on a yes, with a summary of the chat. Chat leads appear on Positive Leads under From Instagram & Facebook and on the Channel Report. See Instagram DM automation and Instagram comment to DM.
Where qualified leads go
Lead Feed delivers call leads to the channels you switch on:
- Email, hourly or once a day, to up to five addresses, with a spreadsheet attached. Each lead shows the name, a tap-to-call number, inbound or outbound, the time, what was discussed and the suggested next step.
- Google Sheet you own: every new lead becomes a row within about five minutes.
- Webhook to Pabbly, Zapier, Make or your own URL, as JSON within about half a minute, with retries.
- API: a read-only feed URL your system can poll, rotatable if it leaks.
- WhatsApp nudge with the lead count and the first names, request-only and charged per message.
Call leads also sit on Positive Leads in the console, chat leads under From Instagram & Facebook, and the tag board can mirror into a Google Sheet of its own.
When a customer asks for a person
If a customer asks to speak to a person during an AI call, the request becomes a Call from a person follow-up that the AI will not dial itself, and Lead Feed can alert you the moment it happens on whichever channels you have on. With call transfer set up, the AI can instead connect them to your support number during the call, after briefing your colleague.
Safeguards
Only connected Live calls are ever reported; Test calls and your own “Try now” calls never count. At most one chat-triggered call a day goes to a number across WhatsApp, Instagram and Facebook. DND hours hold calls rather than lose them, and no call is placed when the wallet cannot cover it.
How to set it up
- 1
Write the qualifying purpose
What the AI should find out: interest, budget, timing, location. In plain language, or let the AI draft it.
- 2
Run it on every channel
Campaigns, inbound, webhook leads, WhatsApp, Instagram and Facebook all use the same assistant and knowledge.
- 3
Define what counts as a lead
In Lead Feed, tick did-its-job, positive, undecided or unhappy.
- 4
Deliver it where you work
Email, Google Sheet, webhook to your CRM tool, API or WhatsApp.
Go deeper in the docs
Every screen, setting and limit, in the documentation.
Frequently asked questions
What is AI lead qualification?
An AI assistant holds the first conversation with an enquiry, on a call or in a chat, asks the questions you set in its purpose, records the outcome, sentiment and topics, and passes the qualified lead to your team.
Does the AI decide whether a lead is qualified?
You set the definition. The AI records whether the call did its job and how the customer sounded, and in Lead Feed you choose which of those count as a lead. The AI never invents a verdict or a tag outside your list.
Can leads go into my CRM?
Yes. Lead Feed posts every lead as JSON to a webhook URL, which Pabbly, Zapier, Make or your own system can receive, and also offers email, a Google Sheet and a read-only API feed.
Can it qualify leads from Instagram and Facebook?
Yes. The AI asks interested customers for a name and number from their second message on, saves every number as a lead, and can offer and place an AI call with their consent.
Can a chat lead be called automatically?
Only with the customer's agreement, or on WhatsApp through a keyword Auto-Call rule you set. In both cases at most one such call a day goes to a number, and DND hours and wallet balance apply.
Does it work for inbound calls?
Yes. Inbound calls answered by the AI get the same summary, sentiment and tags, and count as leads in Lead Feed when they match your definition.
Related
AI Voice Assistants
Always-on assistants that handle routine calls
Campaign Manager
Bulk outreach via CSV, API, or a single call
Webhook Campaigns
Turn incoming leads into instant AI calls
WhatsApp AI Automation
AI replies, keyword triggers and voice calls from one number
Instagram DM & Comments
AI replies to DMs and comments, 24/7
Follow-ups (Call Me Back)
AI calls customers back at the right time
MySA for your industry
How AI Lead Qualification works in a real business, step by step.
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