Lead from campaigns
When the flow is active, it automatically welcomes contacts from modules and campaigns, avoiding them to remain in a sheet or in an unmanned box.
Personal loans
The WhatsApp assistant who prepares every request for the consultant.
Leady.it automatically responds when the flow is active, collects only the commercial information you decide and delivers an orderly request to the consultant.
- 01Automated response
- 02Questions decided by the team
- 03Recontact assigned
WhatsApp Assistant for Personal Quotes
Manage personal loan requests on WhatsApp, without losing time.
Who compiles a campaign for a personal loan expects a quick response. If the first contact arrives hours later, the interest falls and the consultant must reconstruct from zero need, availability and recontact preference.
Leady.it opens the conversation, declares the use of AI assistant and follows the commercial flow approved by the intermediary. The information collected arrives ordered to the consultant together with source, consent, historical and next step.
Cases of use
What you can arrange for Personal Loans.
When contact comes from a campaign, time counts. The assistant avoids expectations, repetitions and manual steps.
Call agreed
Asks when the person prefers to be contacted and creates an expiry task for the available consultant.
Transition to CRM
Delivery to the management configured the authorized information and the outcome of the route, without a second manual insertion.
Operating result
The team opens the request and knows where to start.
Clear intention
It understands the product sought and the moment when the person wants to be contacted.
Essential information
Collect the initial data provided by your flow without replacing the consultant's evaluation.
Legible Priority
Separate complete requests from those to deepen and assign them to the right person.
The path
From the first message to the next step.
Automated responseWhatsApp nowHi! How can I help you?Questions decided by the teamRecontact assigned
Next organized stepThe team sees information and expiry
- 1
Welcome
Answer the new contact with your company's tone.
- 2
Collecting
Ask the commercial questions you approved.
- 3
Organization
Propose a call and update the management.
Human control and limits
Leady organizes. People decide.
Leady.it does not assess creditworthiness and does not promise delivery: prepares contact for an authorized consultant.
Learn security and data processingFrequently asked questions
Read all frequently asked questions Common Dubbis on Leady for Personal Loans.
No. The assistant collects information and organizes the contact; any evaluation remains to the consultant and authorized intermediaries.
Yes. The flow is configurable and can be updated when changing products or commercial criteria.
Yes, when the connection is provided in the configuration of your company.
Start with Leady
Start with Leady Let's see a typical case of personal loans.
In demo we use invented information, we confiscate a service and show what the team receives.