Incoming message
WhatsApp trigger
When a WhatsApp from the lead arrives
Confirm demo
Send to Twilio
Your demo is booked for {{date}} ✅
toolsSales Agent
Agent with tools
Qualifies the lead, recommends products and books the demo
Search products
Tool · Search products
Real Shopify catalog and pricing
Book a meeting
Tool · Book a meeting
Creates the event in Google Calendar
Log to sheet
Append to Google Sheets
Leads 2026 → new row
Notify the team
Send to Slack
#sales: lead to nurture
toolsSupport Agent
Agent with tools
Answers FAQs, checks orders and escalates when needed
Escalate to human
Tool · Escalate to human
Pauses the bot and alerts the team
Stage and notes → HubSpot