This is the exact flow our chatbot runs every day. It captures the customer, asks the right questions, sends the estimate, handles discount negotiation, generates the invoice, confirms payment and hands the project off to your dashboard. You only step in when you want to — and when you do, the bot reads what you wrote and keeps going.
The bot greets warmly and asks for the first name. Phone number is captured automatically from the WhatsApp chat — never asked twice.
Full wrap, half wrap, partial, sticker, change of color, PPF protection, signs. The bot guides the customer to the right service if they're unsure.
Asks make, model, year. For trailers and food trucks the bot skips the year (irrelevant) and asks dimensions instead.
The bot asks for 3-4 photos (left, right, front, back). When they arrive, GPT-4o Vision describes each one and stores the analysis as part of the lead context.
For straightforward jobs the bot proceeds to the estimate. For complex jobs (oversized vehicles, custom mods, multi-vehicle fleets) the bot offers Cal.com slots for an in-person visit.
The estimate goes out as a PDF on WhatsApp + a styled email. It includes high price ($4,200) and low price ($3,400) along with terms and a one-click approve link.
The bot doesn't escalate yet. It moves down to the authorized floor of $3,400 and explains the change.
Now the bot pauses and notifies you on WhatsApp with the full context. You reply with one of: "Approve", "Don't approve", "Persuade", "Let go".
The customer taps the approve link in the estimate. The bot fires the invoice workflow: a new invoice PDF for $4,200 (or whatever final price was agreed) goes out by WhatsApp + email with payment instructions.
The customer sends a screenshot of the Zelle confirmation. GPT-4o Vision extracts amount, method and confirmation number. The bot pings you to confirm. You reply "confirmed" and the bot tells the customer it's in.
The bot sends a magic link to the customer's email. They log in and see their estimates, invoices and project status — everything in one place.
You tag the customer as "diseñe" in WhatsApp Business. The bot detects the tag and stops writing to that customer for the rest of the design phase. You handle creative directly.
Fully automatic
Human-in-the-loop · Recommended
01
Bot drops the price down to the low end you authorized when sending the estimate. No question to you.
02
Bot pauses, pings you on WhatsApp with full context: who it is, current price, what they're asking for.
03
"Approve" → bot drops more. "Don't approve" → holds the line. "Persuade" → bot defends value. "Let go" → graceful close.
Sample case: Pepito Pérez · Food truck Ford Transit 2022 (blanco) · Full wrap.
Estimate
High and low prices, line-by-line breakdown, terms and a one-click approve link. Sent on WhatsApp and email.
Open sample estimate
Invoice
Generated automatically the moment the customer approves the estimate. Includes payment instructions (Zelle today, Stripe link soon).
Open sample invoice
You don't have to pause the bot, switch tabs or take it offline. Reply to the customer directly from your own WhatsApp. The bot detects your message, stores it as part of the conversation memory, and on the next customer turn it answers taking your reply into account — without contradicting you.
Tag the contact "diseñe" in WhatsApp Business (or change their lead status to en_diseno). The bot detects the tag and goes silent for that customer. You take the wheel for the creative phase. When you're done and want it back on, untag and the bot resumes.
Same architecture, your services, your tone, your prices. We map the flow with you, train the AI on your knowledge base, and ship a working prototype in 7 days.
