Project Overview
An automated WhatsApp bot that picks up new leads straight from Meta (Facebook/Instagram) ad campaigns, opens with a policy-compliant template message, qualifies the lead over a natural 3–5 message conversation, and — only once the customer agrees — hands off to the sales team on Discord and Telegram with the full chat and number, while every conversation is logged to Supabase and manageable from a custom dashboard.
Project_Type
WHATSAPP_LEAD_AUTOMATION
Entry_Year
2026
Target_Platform
Primary_Role
AUTOMATION_ENGINEER
Deployed_Technologies
Color_Palette
Project Walkthrough
A closer look at the finer details of this case study. Explore the core features, thoughtful design decisions, and interactive moments that shape the user experience.
[ Page_Index ]
- 01 // The Challenge
- 02 // Interactive Gallery
- 03 // The Solution
01 // The Challenge
The Challenge
Meta and WhatsApp's messaging policy requires the very first message to a new ad lead to use a pre-approved template — you can't open with a free-form AI reply. Past that first message, the lead still needed to be qualified naturally (business type, location, whether they're already running ads, budget) without feeling scripted, and the moment a lead actually agreed to talk to a person, the sales team needed to be looped in immediately with full context — instead of leads sitting unrouted in an inbox somewhere.
02 // Interactive Gallery
03 // The Solution
The Solution
Built an n8n-orchestrated pipeline that watches the Meta Ads-connected Google Sheet for new leads and fires off the mandatory policy-compliant WhatsApp template as the opener via Twilio. From there, a FastAPI-backed AI agent takes over and qualifies the lead naturally across 3–5 exchanges — business, location, current ad status, budget — before asking if they'd like to be connected with a sales person. The moment a lead says yes, the bot instantly pushes a handoff notification — with the full chat history and phone number — to both Discord and Telegram, and logs everything (messages, lead phase, status, AI-generated summary) to Supabase. A companion dashboard lets anyone on the team browse every lead's conversation, review and edit the AI's summary, and update lead status (Interested / Qualified / Lost / Not Qualified) by hand.
Key_Contributions
Built the full pipeline end to end: the Meta Ads → Google Sheets → Twilio WhatsApp lead-intake automation, the FastAPI-backed AI conversation engine that qualifies each lead and tracks its phase, the instant Discord and Telegram sales-handoff notifications carrying the full chat transcript and phone number, the Supabase-backed conversation and lead-status storage, and the internal dashboard for browsing every chat, editing AI-generated summaries, and updating lead status.
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