Lead qualification is one of the highest-ROI use cases for WhatsApp chatbots. Instead of having your sales team manually chase every enquiry, a flow qualifies each lead automatically — asking the right questions, scoring the answers and routing hot leads directly to an agent. Here's how to build one from scratch.
What we're building
A 6-node lead qualification flow that:
- Triggers when a customer sends "Hi" or "Hello"
- Asks 3 qualification questions using button messages
- Branches based on budget — routes high-budget leads to an agent immediately
- Sends low-budget leads to an AI step for self-service
- Tags the contact and sets their CRM stage automatically
The flow structure
Startstart
Triggered by keyword "hi" or "hello" (contains match). This is where the flow begins.
Welcomesend_buttons
Send an interactive button message: "Hi! What are you looking for?" with buttons: [Browse Products] [Get a Quote] [Talk to Sales]
Budget Questionsend_buttons
Triggered after customer selects "Get a Quote" or "Talk to Sales". Ask: "What's your approximate budget?" Buttons: [Under ₹10K] [₹10K–₹50K] [₹50K+]
Budget Branchcondition
Branch based on the customer's button response. If "₹50K+" → route to Assign Agent. Otherwise → route to AI step.
Assign Agentassign_agent
Assign the conversation to your sales team. They'll receive a notification and can see the qualification answers in the chat.
Set Stageset_stage
Tag the contact as "Qualified Lead" and set their pipeline stage to "SQL" — so they appear in your CRM view.
Step-by-step in Waqly
1
In Waqly, go to Flow Builder → New Flow
2
Set trigger keyword to "hi" with match type "contains"
3
Add a Send Buttons node — write your welcome message and add 3 button options
4
Connect the "Get a Quote" and "Talk to Sales" button edges to a new Send Buttons node for the budget question
5
Add a Condition node connected to the budget question — set condition: response equals "₹50K+"
6
Connect the true/yes edge to an Assign Agent node
7
Connect the false/no edge to an AI Step node (self-service answers)
8
After Assign Agent, add a Set Stage node to tag the contact as a qualified lead
9
Click Enable — your flow is live
Tips for better qualification flows
- Keep it under 5 questions — every additional question reduces completion rate by ~15%
- Use buttons instead of open text — customers are 3× more likely to respond to a button message
- Set a session timeout — if the customer doesn't reply in 24 hours, close the session so they can start fresh later
- Always end with an AI step or human handoff — never leave the customer in a dead end with no response
- Use the AI flow generator — describe your business to Waqly and it will suggest 2–5 complete flows including a qualification flow