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AI AGENTS · ACQUISITION
CONVERSATIONAL · 24/7

AI Agents that capture, qualify and book leads across WhatsApp, Instagram, Messenger and your own site.

Conversational AI agents focused on the top and middle of the funnel: open the conversation, qualify intent, handle initial objections, book the meeting and hand the contact back to your sales team. 100% focus on <strong>lead capture and conversational marketing</strong>. No CRM, no tickets, no helpdesk — there are better tools for that.

24/7
Live conversations
6+
Conversational channels
<60s
First-response time
LIVE · AI Agents Ecosystem
--:--:--
Conversations (24h)
0
Qualified leads
0
Meetings booked
0
Qualification rate
0
WhatsApp · +32%
Instagram · +24%
Messenger · +18%
Web-chat · +21%
MADRID · Healthcare · +276% appointments bookedBARCELONA · Education · 1,180 qualified leadsVALENCIA · Automotive · +253% test-drivesBILBAO · Real Estate · 312 viewings bookedSEVILLA · Insurance · 748 quotes openedMÁLAGA · Beauty · +241% first visitsZARAGOZA · SaaS B2B · +273% demos bookedLISBOA · E-commerce · Conversational CVR 11.8%MADRID · Healthcare · +276% appointments bookedBARCELONA · Education · 1,180 qualified leadsVALENCIA · Automotive · +253% test-drivesBILBAO · Real Estate · 312 viewings bookedSEVILLA · Insurance · 748 quotes openedMÁLAGA · Beauty · +241% first visitsZARAGOZA · SaaS B2B · +273% demos bookedLISBOA · E-commerce · Conversational CVR 11.8%
Conversational channels they operate on
01 · MANIFESTO · AI AGENTS FOR ACQUISITION

Acquisition happens through conversation. Not through forms. And whoever doesn’t reply within a minute, loses the lead.

Buyers no longer fill in long forms: they text on WhatsApp, comment on Instagram, reply to a story or ping you on Messenger. That first message is the hottest lead you’ll ever get — and it dies if it waits hours for a reply. AI acquisition agents open that conversation in seconds, qualify with real criteria (not a button menu), handle basic objections, book the meeting or order and hand the contact back to a human — ready to close. All under brand voice, defined protocol and senior human oversight. No hype: we don’t sell agents that "replace your sales team", we sell agents that feed your sales team with more and better conversations.

02 · WORK LAYERS · AI AGENTS

Seven layers. One conversational system to capture and qualify.

As an AI Agents agency for acquisition, we operate the layers required for an incoming message — from WhatsApp, Instagram, Messenger, web or advertising — to become a useful conversation that hands a qualified lead back to sales. Each channel has its own behaviour, permissions and limits: agents adapt to each one.

WHATSAPP
WhatsApp Business Platform (Cloud API)
WhatsApp Business API · Meta Cloud API · Approved templates · Click-to-WhatsApp
Highest-converting conversational channel in Spain and LatAm. Opening conversation with the lead where they already are, with approved templates and AI flows underneath, unlocks qualification and booking.
AI applied
Agent that opens the conversation, qualifies intent in natural language, handles frequent objections, books the meeting or order and hands the contact to the human rep once the lead is warm. Controlled brand voice.
INSTAGRAM
Instagram DMs, Stories and comments
Instagram Messaging API · Reply-to-Story · Comment automation · Meta Business Suite
Ad comments and story replies are a massive intent source that almost nobody picks up on time. Automating the first response (within Meta policies) recovers leads that would otherwise be lost.
AI applied
Agent that replies to comments and DMs, reads intent (interest, price, availability), moves the conversation to private DM and qualifies before handing off. Always within permitted messaging windows.
MESSENGER
Facebook Messenger + Click-to-Messenger
Messenger Platform · Click-to-Messenger Ads · Meta Business Suite
Especially relevant in LatAm and B2C sectors. Click-to-Messenger ads open a direct conversation: with no agent on the other side, the ad spend is wasted.
AI applied
Conversational agent that immediately picks up the ad click, qualifies, sends relevant material and closes the meeting or hands to the rep. Context continuity with the campaign that triggered the click.
WEB · CHAT
Web chat and conversational widget
Owned chat · Widget SDK · Web-to-WhatsApp handoff · Landing pages
Web chat is still where the visitor with highest intent asks for help. An AI agent replies in seconds, qualifies and — if the user wants — moves the conversation to WhatsApp seamlessly.
AI applied
Web widget agent with natural handoff to WhatsApp (or Messenger) to keep the conversation off the browser. Pre-form qualification to reduce friction and drop-off.
PAID · CTWA
Ads that open conversation (Click-to-Chat)
Click-to-WhatsApp Ads · Click-to-Messenger Ads · Instagram Ads · TikTok Direct Message
Paid formats that open direct conversation (CTWA, CTM) are among today’s best cost-per-qualified-lead formats — but they require a live agent on the other side, not a menu.
AI applied
Agent synced with the campaign that triggered the click: it knows which ad the lead came from, adapts the conversation to the creative and prioritises qualification by vertical or creative.
EMAIL · SMS
Conversational reactivation over email and SMS
SMS one-way/two-way · Conversational email · RCS · AI nurturing
Dormant database and untouched leads from previous months. Reactivating them with real conversation (not newsletters) recovers opportunities buried in the CRM.
AI applied
Agent that reactivates cold leads with a personalised message by segment and history, holds a brief conversation and reopens the calendar when a recovered buying signal appears.
VOICE · AI IVR
Voice agents for inbound and outbound calls
Voice AI · Conversational IVR · Call-back automation
Phone calls are still alive in insurance, healthcare, automotive, education. A voice AI agent qualifies and books before handing to the human rep, avoiding wasted cold calls.
AI applied
Voice agent that answers inbound calls, qualifies in natural language, books a call-back or hands the call warm to the human rep when clear buying intent shows up.
03 · CASES SECTOR × CONVERSATIONAL CHANNEL

Acquisition measured in qualified leads and booked meetings.

Illustrative data by sector and conversational channel. Under confidentiality, identities are not disclosed. Figures reflect the typical range after 60–120 days of an AI acquisition agent running in continuous operation.

Sector
Channel
KPI
Before
After
Δ
Period
Healthcare · Clinics
WhatsApp + Web
Appointments booked/month
128
482
+276%
90 days
Education · Masters
Instagram + WhatsApp
Qualified leads
340
1,180
+247%
120 days
Automotive · Dealership
WhatsApp + Voice AI
Test-drives booked
52
184
+253%
90 days
Real Estate
WhatsApp + Messenger
Viewings booked
86
312
+262%
120 days
Insurance
Voice AI + WhatsApp
Quotes opened
210
748
+256%
90 days
Beauty · Dental
Instagram + WhatsApp
First visit booked
72
246
+241%
90 days
SaaS B2B
Web-Chat + WhatsApp
Demos booked
38
142
+273%
120 days
E-commerce
Instagram + WhatsApp
Chat → order
4.1%
11.8%
+188%
90 days
Representative cases · Illustrative, do not identify specific clients
04 · EXTENDED CASE · HEALTHCARE

From 128 to 482 appointments/month in 90 days. Tracked week by week.

Real timeline of an AI conversational agent deployment for a multi-site clinic chain. Data anonymised under confidentiality. Figures reflect the typical improvement range in conversational acquisition operations with a similar diagnosis.

Appointments/month
128
Appointments at 90 days
482/mo
First response
3h → 42s
Qualified leads/month
410 → 1,360
D-0
Conversational diagnosis
Audit of historical conversations on WhatsApp, Instagram DMs and web forms. Identification of typical messages, frequent objections, peak hours and drop-off reasons. Agent protocol defined.
D-10
Agent design and tone
Definition of the conversation tree (non-linear, with natural exits), brand voice, responses to frequent objections, qualification criteria and handoff thresholds to the sales team.
D-20
Pilot on a single site
Controlled launch of the agent on a single site and limited hours. Daily review of real conversations and iterative tuning of the script, messaging windows and handoff thresholds.
D-40
Multi-site rollout
Progressive rollout to all sites, with routing by geolocation and calendar availability. Integration with the sales calendar for automated booking.
D-60
Iterative optimisation
Weekly analysis of lost conversations (no qualification, no booking). Script refinement, new objections incorporated and tone adjustments by segment (first visit, review, treatment).
D-90
Cruise mode
Appointments +276%. First response under 60 seconds. Sales team receives qualified leads with full context and pre-negotiated availability. Continuous human oversight.
05 · VERTICAL SECTORS

Each sector, its own dominant conversational channel.

The channel where acquisition happens changes by sector: healthcare and automotive live on WhatsApp; beauty and education on Instagram DM; insurance and finance on voice + WhatsApp; SaaS on web-chat with a jump to WhatsApp. Agent and calibration adapt to the channel where the buyer persona actually buys.

H
Healthcare · Clinics
Dominant channelWhatsApp · Web-chat
First-visit booking · 24h confirmation · Reminders · Re-qualification after no-shows.
E
Education · Training
Dominant channelInstagram DM · WhatsApp
Academic-interest qualification · Curriculum delivery · Seat reservation · Enrolment recovery.
A
Automotive
Dominant channelWhatsApp · Voice AI
Model/budget qualification · Test-drive booking · Pre-qualified financing.
R
Real Estate
Dominant channelWhatsApp · Messenger
Type/area/budget qualification · Viewing booking · Old-lead reactivation.
S
Insurance
Dominant channelVoice AI · WhatsApp
Guided conversational quote · Pre-loaded documentation · Warm handoff to agent.
B
Beauty · Dental
Dominant channelInstagram DM · WhatsApp
First visit booked from ad comments and stories · Confirmation and reminder.
T
SaaS · B2B
Dominant channelWeb-chat · WhatsApp
Light BANT qualification · Demo booking · Material delivery · Account-size routing.
C
E-commerce
Dominant channelInstagram · WhatsApp
Conversational cart recovery · Guided recommendation · Upsell · Light post-purchase.
06 · METHOD

Five stages. One conversational AI agent process.

01
Conversational diagnosis
Audit of historical conversations by channel, message types, frequent objections, current response times, loss reasons. The real problem is defined before proposing an agent.
02
Agent design and tone
Non-linear conversation tree, brand voice, responses to frequent objections, qualification criteria per vertical, handoff thresholds to the human and natural exits.
03
Channel and calendar integration
Connection to WhatsApp Business API, Instagram Messaging, Messenger, web-chat and (where applicable) voice. Sync with the sales calendar and client CRM for traceability.
04
Controlled pilot
Initial launch on a single channel or narrow segment. Daily review of real conversations, iterative script tuning, threshold calibration and quality validation with sales.
05
Rollout and continuous tuning
Expansion to all planned channels. Weekly analysis of won and lost conversations. Script refinement, new objections incorporated and per-segment adjustments.
07 · ONBOARDING · 14 DAYS

From signature to the first agent in production in two weeks.

The kick-off is designed so that in 14 days a first conversational agent is running in a specific channel — not a massive theoretical rollout. We learn from real conversations before scaling.

D-1
Kickoff · Discovery
Session with acquisition and business lead. Priority channel, target buyer persona, qualification criteria and handoff thresholds to sales defined.
D-2/4
Conversational diagnosis
Review of historical conversations (WhatsApp, DMs, forms), frequent objections, current response times and loss reasons. Prioritised findings document.
D-5/7
Script and tone design
Conversation tree, brand voice, responses to objections, qualification criteria per vertical, handoff thresholds, natural exits. Validated with sales.
D-8/10
Channel and calendar integration
Connection to WhatsApp Business API (or chosen channel), calendar and CRM sync. Approved templates configured where applicable. Testing sandbox.
D-11/13
Pilot in narrow production
First live agent on limited hours and segment. Daily review of real conversations, iterative script tuning and qualification threshold calibration.
D-14
Cruise mode
Continuous operation on the pilot channel. Weekly committee established. Conversation, qualification and booking metrics live. Expansion plan to additional channels.
08 · CROSS-CUTTING CAPABILITIES

A single agent isn’t enough. It needs an ecosystem.

A capture AI agent doesn’t work in isolation: it needs to be connected to the paid capture that feeds it conversations, to the calendar where it books, to the CRM where it leaves the lead and to the sales team that closes it. Everything is operated by the same team.

Conversational strategy
Definition of the agent’s role within the funnel: what it captures, what it qualifies, what it hands over, what it does NOT answer. Channel priority by expected return and quarterly roadmap.
Integration with paid
Coordination with Click-to-WhatsApp, Click-to-Messenger and Instagram/TikTok/Meta ads that open conversation. The agent knows which ad brought the lead and adapts the conversation.
CRM and calendar connection
Sync with HubSpot, Salesforce, Pipedrive, Zoho, Google Calendar, Calendly or custom CRMs. Full traceability: which channel, campaign, conversation generated the lead.
Conversational content
Specialised authoring of conversational scripts per vertical, controlled brand voice, sectoral objection responses, natural exits and coherence with the rest of the touchpoints.
Handoff to the sales team
Clear protocol on when the agent stops and the human takes over: with full context, qualification reflected in the CRM and (where applicable) meeting already booked in the rep’s calendar.
Conversational reporting
Looker Studio dashboards with conversations by channel, qualification rate, meetings booked, response times and cost per conversational lead when paid sits underneath.
09 · AI APPLIED TO CONVERSATION

Five layers. Always under human oversight.

AI doesn’t replace the sales team: it cleans and prioritises the pipeline for them. Each layer operates under protocols agreed with the client, and all critical actions (booking, committing pricing, closing an order) require human review before execution.

LAYER 01
Understanding
Language models that interpret the lead’s message (intent, urgency, sentiment, sector) beyond keywords. Language detection and automatic adaptation within supported languages.
LAYER 02
Qualification
Hybrid rules (AI + explicit business rules) that score every conversation against the criteria agreed with the client: budget, urgency, fit, location, availability.
LAYER 03
Generation
Conversational responses generated under strict brand voice, with editorial guardrails against unauthorised promises, prices or commitments. Validated against the script.
LAYER 04
Routing
Automated decision on which human rep to route each lead to: by vertical, geography, calendar availability or account history. With documented handoff reason.
LAYER 05
Explainability
Every conversation is logged with qualification reason, decision path and handoff context. Auditable by the human team and exportable to the client’s CRM.
10 · AI AGENTS · OPERATING 24/7

Ten AI Agents specialised in conversational acquisition operating on every managed project.

Modern conversational operations require more than a single bot that answers everything. eXprimeNet deploys on each project a squad of specialised AI agents: autonomous programs with a narrow objective, defined operating limits and their own escalation protocols. Each agent covers a critical function of the conversational acquisition cycle, runs 24/7 and all critical actions (booking, committing, closing) require human approval before execution.

CAP-01
AI AGENT
First-Reply Guardian
First response under 60 seconds
Watches that every inbound message (WhatsApp, IG DM, Messenger, web chat) gets a useful first reply in under a minute. Detects overloads and triggers backup or extended hours when needed.
Operates in
WhatsApp · Instagram · Messenger · Web-chat
CAP-02
AI AGENT
Intent Classifier
Classifies each message intent
Detects whether the message is info, price, availability, complaint, spam or real buying intent. Routes to the right conversational branch and filters noise before spending human time.
Operates in
Multi-channel · natural language
CAP-03
AI AGENT
Lead Qualifier
Qualifies buying intent
Applies the agreed qualification criteria (budget, urgency, fit, location) through natural conversation — not a form. Returns the scored lead to the CRM.
Operates in
CRM · WhatsApp · IG · Web
CAP-04
AI AGENT
Agenda Booker
Books meetings automatically
Reads the human rep’s availability in Google Calendar / Calendly / Outlook and offers slots inside the conversation. Confirms the meeting, sends reminders and reactivates on no-show.
Operates in
Google Calendar · Calendly · Outlook
CAP-05
AI AGENT
Objection Handler
Handles frequent objections
Living library of sectoral objections (price, timing, competition, technical doubts). Replies with client-validated scripts and escalates when the objection falls outside the catalogue.
Operates in
Multi-channel · editorial script
CAP-06
AI AGENT
CTWA Sync Agent
Syncs with Click-to-Chat ads
Picks up ad clicks (Click-to-WhatsApp, Click-to-Messenger, IG Ads) knowing the exact creative and campaign that brought the lead. Adapts the conversation to the ad message for coherence.
Operates in
Meta Ads · Instagram Ads · TikTok Ads
CAP-07
AI AGENT
Reactivation Bot
Reactivates dormant leads
Sweeps the CRM for untouched or cold-conversation leads. Sends personalised message by history and segment and sustains a brief conversation until a recovered signal appears.
Operates in
CRM · WhatsApp · Email · SMS
CAP-08
AI AGENT
Handoff Coordinator
Handover to the human rep
Decides when the agent stops and the human takes over. Assembles full context (channel, campaign, conversation, qualification, availability) and delivers to the right rep with documented reason.
Operates in
CRM · Slack · Teams · custom
CAP-09
AI AGENT
Tone Auditor
Watches brand coherence
Listens to daily samples of real conversations to detect tone drifts, unauthorised promises or off-policy replies. Escalates to the human editor for correction.
Operates in
Multi-channel · editorial script · human QA
CAP-10
AI AGENT
Conversation Reporter
Continuous conversational metrics
Consolidates by channel the open, qualified, booked and lost conversations, plus cost per qualified conversational lead when paid sits underneath. Feeds the Looker Studio dashboard.
Operates in
Looker Studio · GA4 · CRM · Meta Ads
10
Conversational agents in production
24/7
Continuous coverage
6+
Integrated channels
100%
Under human oversight
11 · CONVERSATIONAL AI GOVERNANCE

Conversational automation yes. Commitments without control, no.

Conversational agents operate within a governance framework agreed with the client. No agent commits pricing, closes an order, edits master CRM records or promises timelines without human criteria. The AI proposes the conversation; the team decides the commitment.

01
Mandatory human approval
No agent closes an order, commits unlisted pricing, promises unagreed timelines or signs documentation without the sign-off of the human rep in charge of the account.
02
Defined operating limits
Each agent operates within tight thresholds: permitted topics, enabled prices, available timelines, booking hours. Outside the range, the agent escalates to the human instead of improvising.
03
Full traceability
Every conversation is logged: channel, source campaign, messages exchanged, qualification applied, reason for human handoff. Exportable audit trail into the client’s CRM.
04
Client data protected
Client data and conversations do not feed models shared with third parties. GDPR compliance and platform policies (Meta, Google, WhatsApp Business) enforced by default.
05
Mandatory editorial review
Every script, objection response and conversational exit passes human editorial control before going live. Production changes are versioned and reversible.
06
Explainability required
Every qualification and every handoff is justified: which criteria were applied, at what score, what triggered the handoff. Without justification, no automation is applied.
12 · OPERATIONAL DIFFERENCE

What changes when you operate AI Agents with eXprimeNet.

Objective comparison of capabilities between a standard conversational operation (generic bot, platform chatbot or SaaS-by-licence provider) and eXprimeNet’s management model focused on acquisition.

Dimension
Standard operation
With eXprimeNet
Focus
Everything at once (sales + support + tickets)
Only acquisition and qualification · no CRM / helpdesk
First response
Minutes or hours, or a fixed button menu
First-Reply Guardian · <60s natural conversation
Qualification
Form or linear buttons
Lead Qualifier · natural conversation with business criteria
Booking
External Calendly link
Agenda Booker · books inside the conversation itself
Ad coherence
The bot doesn’t know which ad brought the lead
CTWA Sync Agent · adapts conversation to the creative
Reactivation
Cold mass newsletters
Reactivation Bot · personalised by history
Handoff to sales
Cold or missing handover
Handoff Coordinator · full context + calendar
Brand voice
Generic or robotic
Tone Auditor · human QA on real samples
13 · FREQUENTLY ASKED QUESTIONS

Common doubts before hiring AI Agents.

What exactly is a lead-capture AI Agent?+
An autonomous program that opens and holds a real conversation with inbound leads (WhatsApp, Instagram, Messenger, web chat, voice) with the sole goal of capturing, qualifying, handling basic objections and booking the meeting or order. It is not a linear button chatbot: it understands natural language, adapts the conversation to the channel and the originating ad, and hands off the qualified lead to the human sales team.
How is it different from a traditional chatbot?+
A traditional chatbot follows a fixed tree of buttons or keywords. A modern AI Agent understands natural language, keeps context across messages, adapts to the channel and to the advertising creative that started the conversation, and escalates to a human under defined criteria. In acquisition, a linear chatbot loses the lead on the second message; an AI Agent keeps and books it.
Why only acquisition and not CRM or support?+
It is a deliberate scoping decision. Conversational acquisition (top and middle of the funnel) has its own logic, tone and metrics that don’t mix well with post-sales support, tickets or helpdesk. By keeping the focus on acquisition, the agent does one thing very well: fill the pipeline with qualified leads. For CRM, support or helpdesk there are more specialised tools and we do not cover those here.
Which channels do the AI Agents operate on?+
WhatsApp Business Platform (Cloud API), Instagram Messaging (DMs, story replies, ad comments), Facebook Messenger, owned web chat with a jump to WhatsApp, Click-to-WhatsApp and Click-to-Messenger ads, conversational email and SMS, and voice agents for inbound/outbound calls when the sector requires it.
How long until the first agent is operational?+
The standard onboarding is 14 days from signature to the first agent live on a specific channel. It is not a massive theoretical rollout: we launch small, learn from real conversations during the first 2–4 weeks and then scale into the additional planned channels.
Does the AI Agent replace my sales team?+
No, and it shouldn’t. The goal is the opposite: feed the human sales team with more and better conversations so their time goes into already qualified leads with a booked meeting. The agent occupies the gap where leads used to be lost due to slow response or missed messages at peak times.
How do we measure whether the AI Agent is working?+
With conversational KPIs agreed with the client: open conversations per channel, qualification rate, meetings/appointments booked, first-response time, successful handoff rate to sales and — when paid sits underneath — cost per qualified conversational lead. All data is exportable to the CRM and to Looker Studio.
What about privacy and GDPR?+
Compliance by default: explicit consent, respected WhatsApp Business messaging windows, Meta-approved templates where applicable, clear disclosure to the user that they are conversing with an AI agent and a human exit always available. Client data does not feed models shared with third parties.
What happens when the agent doesn’t know what to answer?+
It escalates to the human rep immediately, with full conversation context. The rule is: better a cautious handoff than an invented answer. The agent has defined permitted topics, enabled prices and available timelines; outside the range, it does not improvise: it hands off.
Can I start with just WhatsApp and add channels later?+
Yes. In fact, it is the recommended path. The standard onboarding starts on a single channel (typically WhatsApp or Instagram DM, depending on the sector) and expands progressively into additional channels once the script is calibrated and the sales team is comfortable with the pace of qualified leads coming in.
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