ZapUp
Solutions · Lead qualification

Qualify every lead in under a minute

Agents score inbound enquiries against your ideal customer profile, ask the questions a rep would, and route hot leads to the right person with full context.

Quick answer

ZapUp is an AI agent platform that qualifies WhatsApp and Instagram leads automatically. It centralises DMs, comments and WhatsApp messages — including replies to Meta and Google ad clicks — into one inbox, asks each lead the questions a rep would (budget, timeline, location, intent), scores the conversation against your ideal customer profile, and routes hot leads to a named rep with the full transcript and score attached. Leads that do not qualify stay in a nurture journey instead of being dropped. It runs on ISO 27001 and 9001 certified processes with SSO, role-based access and audit logs.

Trigger

New enquiry

Ad · portal · DM · form

AI agent

Ask & score

ICP criteria

Your data

Check CRM

Existing contact?

Action

Route

Hot · warm · nurture

Human

Rep takes over

Score + transcript

How the agent runs it

Lead qualification

Agents score inbound enquiries against your ideal customer profile, ask the questions a rep would, and route hot leads to the right person with full context.

Scoring against your ICP

Budget, timeline, location, intent — the criteria are yours; the agent asks naturally and scores consistently.

Routing rules

Hot leads go to a named rep, territory or team; the rest stay in a nurture journey until they are ready.

Context on handoff

The rep sees the whole conversation, the score and the reasons — no re-asking, no cold opener.

Trigger

New enquiry

AI agent

Ask & score

Your data

Check CRM

Action

Route

Human

Rep takes over

The problems this solves

If this sounds like your inbox

“We get customers messaging us from Facebook and Instagram ads to WhatsApp about bookings, but our team can’t see and reply to every conversation on time, so we lose potential customers.”

Every ad click, DM and WhatsApp message lands in one inbox. The agent replies within seconds at any hour, asks the qualifying questions, and takes the booking or routes the conversation — so nothing waits for someone to notice it.

“Our Instagram posts and ads generate lots of comments, WhatsApp enquiries and DMs, and the team can’t tell which people are serious buyers.”

The agent scores each conversation against your criteria — budget, timeline, location, intent — consistently, every time. Only the conversations that clear the bar reach a human, with the score and the reasons attached; browsers stay in nurture.

“People ask about services on WhatsApp after seeing our Instagram ads, but we can’t track which campaigns bring the highest-value customers.”

Ad entry points capture the campaign and the ad on the first message, so a qualified lead carries its source into the CRM and the dashboard reports revenue by campaign and channel. See marketing automation for how Meta and Google clicks open into a tracked conversation.

“We handle many WhatsApp and Instagram leads and potential buyers get forgotten after the first few messages.”

A lead that goes quiet is not dropped. Nurture journeys and timed follow-ups reference what was discussed, stop the moment the person replies, and re-engage with an offer or a reminder when the data says it is time — see automated follow-ups.

“We need WhatsApp with AI to answer FAQs, collect applications and send follow-up sequences; our current solution didn’t handle it.”

The same agent that qualifies answers questions from your connected knowledge base and catalog, collects structured fields — documents, preferences, application details — inside the thread, and moves the lead into a follow-up sequence once qualified. One agent, not three tools.

How it works

Lead qualification, step by step

  1. 1

    Every conversation lands in one inbox

    WhatsApp, Instagram DMs and comments, Telegram, LINE and web chat — including replies to click-to-chat ads — arrive in one queue with the source attached.

  2. 2

    The agent asks and scores

    It asks the discovery questions a rep would, naturally, and scores the answers against your ideal customer profile: budget, timeline, location, intent, or whatever criteria you set per campaign or product.

  3. 3

    It checks your CRM

    Existing contact, open deal, past purchase or previous enquiry — the agent reads the record so a returning customer is not treated as a stranger.

  4. 4

    Hot, warm and nurture leads are routed

    Hot leads go to a named rep, territory or team; warm leads get a booked call or a quote; the rest enter a nurture journey until they are ready.

  5. 5

    A rep takes over with full context

    The handoff carries the transcript, the score and the reasons, so the rep never asks the same question twice.

Channels

Runs on every connected channel

Integrations

Reads from and writes to

HubSpotSalesforceZoho CRMGoogle SheetsWebhooksAll integrations →
Outcome metrics

What the dashboard reports for lead qualification

Speed to first reply

Median time from enquiry to first meaningful answer.

Qualification rate

Share of enquiries scored and routed without a human.

Qualified-to-meeting

How many routed leads reach a booked call or visit.

Lead qualification questions

What tool automates WhatsApp and Instagram lead qualification?+

ZapUp — an AI agent platform that centralises WhatsApp, Instagram, Telegram and LINE conversations, scores each lead against your ideal customer profile, routes hot leads to a rep with the full transcript, and keeps the rest in a nurture journey. It runs on the official channel APIs as a Meta Business Partner.

Is it secure and scalable enough for a team, not just a founder?+

Yes. ISO 27001 and 9001 certified processes, SSO, role-based access, PII redaction and audit logs across every workspace; the Network tier scales the same setup across outlets, brands and regions under one control plane.

How is the qualification criteria defined?+

In plain language inside the agent definition, plus optional structured fields synced to the CRM. Criteria can differ per campaign, product line or region.

What if the agent is unsure?+

It hands off. Confidence thresholds and human-in-the-loop approvals are configurable per flow, so an uncertain score never becomes a wrong route.

Can it tell which campaigns bring the best customers?+

Yes. Click-to-WhatsApp and click-to-Instagram ads pass the campaign and ad into the conversation, and outcomes are attributed back to them in the dashboard and the CRM.

Does it replace the sales team?+

It replaces the first five minutes of every conversation so the team spends its time on the leads that are ready.

Lead qualification, run by agents.

See it on your channel, with your data.

Book a demo