Last updated: 2026-10-12

How to qualify leads on WhatsApp

Qualification separates people ready to buy from people just browsing, so salespeople spend their time where it matters.

Ask few, useful questions

• What they need (product or service).
• When they need it (now, this month, just researching).
• One fit question specific to your business — budget range, city, number of people.

Options or free text

“Offer options” blocks give numbered choices and create one output per option. “Understand word” blocks let the person answer in their own words and detect the topic without a numbered menu. Both repeat a friendly message if the answer doesn't match, until the lead picks a valid option.

After qualification

• Add a tag and move the card to a stage.
• Set an owner or let automatic assignment do it.
• Hand the conversation to the AI agent or to a person.

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