Five Channels, One AI Agent, Zero Leads Lost
An AI system that captures, qualifies, and books leads across WhatsApp, Instagram, web chat, forms, and Facebook ads — all funneling into one CRM.
The Problem
Leads everywhere, follow-up nowhere
Kube Coworking is a flexible workspace and community hub in Lisbon. With a strong presence across Instagram, WhatsApp, and their website, they attract a steady stream of inbound leads — but had no automated way to handle them.
Kube was generating interest across five different channels — WhatsApp, Instagram, their website chat, web forms, and Facebook ads. But every lead required manual qualification, manual booking, and manual CRM entry.
Response times were slow, leads slipped through the cracks, and there was no single source of truth for the sales team to track pipeline progress.
AI agent qualifying a lead on WhatsApp — responding instantly, 24/7
The Solution
One AI agent across every channel
AI Saige built a centralized AI agent that handles the entire lead journey — from first message to booked tour. No matter which channel a lead uses, the AI qualifies them through natural conversation, books a tour or free trial, sends a branded brochure, and logs everything in Pipedrive automatically. The team only steps in when they want to.
Automation Architecture:
- 01Capture5 channels funneled in (WhatsApp, Instagram, Web Chat, Forms, Facebook Ads).
- 02QualifyAI engages in natural conversation to determine lead intent and requirements.
- 03BookSystem automatically schedules a workspace tour or free trial.
- 04CRM SyncLead data, source, and status are automatically pushed to Pipedrive.
- 05NotifyHuman team is alerted only when necessary.
ManyChat routing Instagram & Facebook leads into the AI agent
Every lead auto-logged in Pipedrive with source & status
The Results
What this delivered
5 → 1
Channels Unified
Every lead in one CRM, regardless of source
80%
Fully Automated
Qualified, booked, and logged with no human input
~30%
More Bookings
Instant responses converted more leads to visits
"Working with Sage has been one of the best decisions I've made for my business. ... He connected leads arriving to my website, Instagram, and WhatsApp directly into Pipedrive, linked to a booking system with follow-up emails, and created an AI chatbot that functions with minimal subscription cost. Thanks to Sage's input, my internal process is now not only automated but also more complete, scalable, and efficient."
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