I built a WhatsApp lead intake bot because manual client chats were getting messy
I run a small automation/web systems agency and one problem I kept noticing is how quickly WhatsApp conversations become messy.
A client says “hi”, asks about a website, then later asks about CRM, then sends requirements in random messages — and if you’re not careful, the lead gets lost.
So I built a small WhatsApp intake system for my own agency.
Current flow:
User sends hi
→ gets a service menu
They choose:
AI Automation
Website Development
CRM / Dashboard Systems
WhatsApp Bot Automation
Cybersecurity / Audit Reports
Then the bot asks for details based on the selected service.
Example:
If they choose CRM, it asks what kind of dashboard they want, what it should track, team size, and whether they need WhatsApp/email automation.
Once they send details:
→ lead gets saved into MongoDB
→ admin gets a WhatsApp notification
→ client gets a confirmation message
→ session clears automatically
I also added menu/back/cancel commands so users don’t get stuck in a flow.
It’s not meant to replace human conversation. The goal is just to collect clean requirements before I follow up manually.
Curious — for people running service businesses, would you prefer this kind of structured WhatsApp intake, or do you think it feels too automated?