from lead to customer, in the same conversation.

What automates this path isn't a rule-based chatbot or a scheduled drip of messages: it's an AI sales agent that actually holds a conversation. It understands what the prospect is asking, adapts the script, qualifies with judgment, and decides when to book, when to close, and when to hand the conversation to a person.

When someone submits a Facebook Lead Ads form, heysteff receives the lead instantly and starts the conversation on its own, on the right messaging channel, with nobody on your team exporting a spreadsheet or copying a contact by hand. The contact still gets created even if the form doesn't include a phone number; starting the conversation automatically does require a valid channel to reach them.

If you're running several campaign forms at once — one per product, one per promotion, one per landing page — you can filter so only leads from a specific form trigger a given flow, so every campaign lands on the right sales script from message one.

Not every lead is worth the same, and not every business qualifies leads with the same questions. That's why you define, from the visual flow builder, which qualification fields the agent collects: budget, decision timeline, product of interest, deal size, or whatever your sales process requires.

Steff asks those questions inside a natural conversation — not a rigid form — and saves each answer to the contact's record. When qualification is done, it marks the lead as qualified or not, and that signal is what automatically moves the rest of the process.

With a calendar connected, the agent offers real availability, and books, reschedules or cancels an appointment without the prospect leaving WhatsApp or calling anyone. Google Calendar sync avoids double-booking and respects the daily caps you set.

Before the appointment, heysteff sends automatic reminders and detects no-shows, so your sales team walks into the meeting with leads who are actually going to show up — or finds out in time to reschedule.

Every meaningful step in the process — lead qualified, appointment booked, appointment completed, follow-up abandoned — is an event that automatically moves the contact to the right column on your visual funnel, with no rep dragging cards by hand. The team opens the board and sees, in real time, what stage every opportunity is in and which ones need a human.

For leads that don't respond to the first message, heysteff follows up automatically instead of letting them die in the inbox. And when you want to go find opportunities instead of waiting for them to arrive, outbound campaigns let you message contact lists with the same agent trained on your tone, respecting frequency limits so it never reads as spam.

The whole process — capture, qualification, booking, funnel and follow-up — runs on the same agent that already handles support, so the prospect never notices the switch between "selling to them" and "helping them."

• Lead qualification — a deeper look at how the fields the agent asks are configured.
• Appointment scheduling — Google Calendar sync, reminders and automatic no-show handling.
• WhatsApp AI agent — the channel where most of these sales conversations tend to live.
• AI agent for ecommerce — the full picture: support, sales and cart recovery in one agent.