Qualify your WhatsApp leads automatically with AI and 2Chat
Swiftask integrates with 2Chat to turn every incoming WhatsApp message into a qualified opportunity. Stop wasting time manually sorting through prospects.
Result:
Shorten your sales cycle and pass only hot leads to your sales team.
AI Agents
2chat
Connector 2chat · Secure OAuth 2.0
Manual WhatsApp lead handling is a bottleneck
Prospects reach out via WhatsApp, but your sales team is overwhelmed. Between irrelevant questions, unready leads, and slow response times, you lose major opportunities every single day.
Main negative impacts:
Slow response times
Response time is critical on WhatsApp. Every minute lost increases the risk that your prospect turns to a competitor.
Sales overload
Your sales reps waste valuable time manually qualifying prospects instead of closing deals.
Fragmented CRM data
Without automation, information exchanged on WhatsApp rarely makes it into your CRM, making follow-ups impossible.
With Swiftask and 2Chat, deploy an AI agent that qualifies your leads in real time, asks the right questions, and syncs data directly into your CRM.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A prospect sends a WhatsApp message. The sales team, already busy, replies hours later. The prospect has already left the conversation. Data is not centralized, and the lead is lost in the noise.
With Swiftask + 2Chat
From the first message, your Swiftask AI agent engages via 2Chat. It asks qualification questions and assesses the prospect's interest and needs. Only qualified leads are passed to a human with a complete summary in the CRM.
How to automate lead qualification in 4 steps
1
STEP 1 : Configure your qualification agent
Define within Swiftask the qualification criteria (budget, need, timeline) that the agent must verify.
2
STEP 2 : Connect 2Chat to Swiftask
Use our native connectors to link your 2Chat account to the AI agent in just a few clicks.
3
STEP 3 : Define the handoff workflow
Indicate to Swiftask when and how to alert your sales team (e.g., via Slack, email, or CRM update).
4
STEP 4 : Launch and optimize
The agent processes WhatsApp messages. Analyze performance in the dashboard and adjust qualification questions.
Capabilities of your WhatsApp qualification agent
The agent analyzes intent, tone, and content to adapt its responses and validate the prospect's profile.
- Target connector: The agent performs the right actions in 2chat based on event context.
- Automated actions: Asks automatic qualification questions. Logs responses. Assigns a lead score. Pushes data to CRM. Alerts sales team for hot leads.
- Native governance: All conversations are compliant and secure, with full traceability of interactions.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-2chat@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits for your sales team
24/7 Reactivity
Your prospects receive an instant response, regardless of the time of day.
Focus on high-value leads
Your reps only handle qualified prospects, drastically increasing their conversion rate.
Enriched CRM data
Every piece of information collected is automatically pushed to your CRM, with no manual entry.
Smooth prospect experience
A natural, fast interaction on WhatsApp that strengthens your brand image.
Scalability
Manage hundreds of conversations simultaneously without increasing headcount.
Security and compliance
Swiftask applies enterprise-grade security standards for your 2chat automations.
- Secure integration: Uses official APIs via 2Chat, ensuring data privacy.
- Data governance: You retain full control over collected data and storage.
- Compliance: Adherence to data protection standards (GDPR).
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable results
| Metric | Before | After |
|---|---|---|
| Response time | Several hours | Instant |
| Qualified leads | Low conversion rate | Significant pipeline growth |
| Administrative time | High (CRM entry) | Automated (zero entry) |
Take action with 2chat
Shorten your sales cycle and pass only hot leads to your sales team.