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IteraAgents — lead agents

WhatsApp agents that qualify, follow up, and hand off to a human

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Capability verified · first deployment pre-launch

A lead agent that answers inbound messages on WhatsApp and Messenger, qualifies with a short set of questions, places the lead in a funnel stage, schedules the follow-up, and hands off to a person with a summary — with human approval where it matters. The capability is verified; the first client deployment is built and in pre-launch.

3Qualifying questions before a lead is classified
4Stages per conversation — lead, agent, follow-up, human
1Human handoff with a written summary, every time

Most small and mid-sized businesses lose leads in the gap between the first message and the first real answer. Messages arrive at night, on weekends, across three channels, and the follow-up depends on someone remembering. Old customers who would buy again never hear back.

IteraAgents closes that gap with a lead agent: it answers inbound messages on WhatsApp, Messenger, or Instagram, asks a short sequence of qualifying questions, classifies the lead into a funnel stage, sends the appointment link or schedules the follow-up, and reactivates past customers with a relevant message. When a conversation needs a person, the agent hands it off with a written summary — what the customer needs, when, and the suggested next step.

The capability is verified end to end. The first client deployment — for a sign and graphics company in Houston, TX — is built and in pre-launch. The demo on this page uses illustrative data.

WhatsApp BusinessMessenger · InstagramLLM agent with guardrailsFunnel stagesScheduling linksHuman handoff

A fictional conversation that shows the full path: lead, agent, follow-up, human.

Demo · lead → agent → follow-up → human

Illustrative conversation. A lead writes on WhatsApp; the agent asks three qualifying questions, classifies the lead as qualified, schedules the follow-up, and hands off to a salesperson with a written summary. A human approves before the next reply goes out.

  1. Lead
  2. Agent
  3. Follow-up
  4. Human
WhatsApp · inbound lead
  • LeadHi — do you furnish offices? We're moving to a new floor, about 40 desks.
  • Agent · Q1Thanks for reaching out. Is this a new fit-out or a replacement of current furniture?
  • LeadNew fit-out. The floor is empty.
  • Agent · Q2When do you need the team seated?
  • LeadMove-in is early March.
  • Agent · Q3Who else is part of the decision?
  • LeadMe and our operations manager.

Classified · funnel stage

  • New
  • Engaged
  • Qualified
  • Proposal
  • Closed

High intent · 3 of 3 questions answered

Follow-up · scheduled

Floor-plan request sent, site-visit link offered. Reminder in 48 h if there is no reply.

Handoff · sales

Need
40 desks, new fit-out
When
Move-in early March
Who
2 decision-makers
Next
Floor-plan review call

Human approved the next reply

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Email
ventas@iterasystems.mx
LinkedIn
linkedin.com/in/arturomunozcruz
GitHub
github.com/arturo-a11y