Real estate and education
Qualify location, budget or course in the chat and pass a ready summary to the sales person.
When someone messages you from an ad, the first reply decides whether they stay. Karyagrah answers at once with a bot or the Sahayak AI agent, collects the details you need, gives the lead an owner and keeps the follow-up on a list.
A greeting and your first questions go out the moment the message arrives, including at night and on holidays, so the lead is not waiting for a person.
A short flow asks for name, city and what the person needs, and saves the answers on the contact so your team starts with context.
Automatic assignment gives each new lead to a teammate, and a follow-up date keeps it from sitting unanswered.
Meta ads can send people straight into a WhatsApp or Instagram conversation with your business. Lead automation is what happens next: an immediate reply, a few questions to understand the need, an owner for the lead and a follow-up if the person goes quiet.
Without it, those chats arrive on one phone, wait for whoever sees them and are answered hours later, after the interest has cooled and the money for the click has been spent.
A person who taps an ad and sends a message is interested at that moment. The faster and clearer your reply, the more likely the conversation continues. Slow replies are rarely a decision to ignore the customer; they are a result of messages that sit on a personal phone with no owner.
A shared inbox with an automatic first reply removes that gap, and the 24-hour rule explains why it matters: you can reply freely only within 24 hours of the customer's message.
Connect your WhatsApp Business number, or Instagram, through the official connection. A person who messages from an ad lands in the shared inbox like any other customer. A bot or the Sahayak AI agent greets them, asks your qualifying questions and saves the answers; Sahayak can answer in the customer's own language.
The chat becomes a lead with a source, a stage and an owner, assigned automatically if you set a rule. A follow-up date reminds the owner, and later you can send approved template messages or drip sequences to contacts who agreed to hear from you.
Karyagrah handles conversations that start on your connected WhatsApp number or Instagram account. It does not pull the answers from Meta Instant Forms by itself, and it does not report ad spend or which ad a lead came from. Use Meta Ads Manager for spend and results.
For leads that arrive through a form you can import the contacts from a spreadsheet and follow them up on WhatsApp, using approved templates and only for people who have agreed to receive messages. Mark the lead source or a tag for each campaign so your team can see what each one brings.
Write a greeting that thanks the person and asks one question. Ask for the name, the city and the requirement, one at a time. Give the answers to the owner with a short summary, and let the bot hand over to a person when the lead asks for a call or a price.
Set a follow-up for the same day, review the follow-up list each morning, and compare the leads from each campaign using tags. Improve the questions after a week of real conversations.
Practical workflows
Start with a workflow tied to a clear customer or operational outcome, then expand after the team can measure it.
Qualify location, budget or course in the chat and pass a ready summary to the sales person.
Answer product questions straight from an ad and move the buyer to an order and payment link.
Collect the area and requirement, then book a visit or call at a time the customer picks.
Capture the requirement and the quantity first, so the sales person calls with the right information.
Turn a first message into a qualified, assigned lead.
Read guideSet reminders and sequences that bring customers back into the conversation.
Read guideKnow when you can reply freely and when an approved template is required.
Read guideYes, when the conversation starts on your connected WhatsApp Business number or Instagram account. The message arrives in the shared inbox and a bot or Sahayak AI can reply at once.
No. Karyagrah works on conversations. Leads from a form can be imported from a spreadsheet and followed up on WhatsApp with approved templates, for people who agreed to receive messages.
Yes. A short flow can ask these questions one at a time and save the answers on the contact, then hand the chat to a teammate with the details.
Yes. Karyagrah supports lead owners and automatic assignment, with a follow-up list that shows what is due, missed and upcoming.
No. Karyagrah does not report ad-level results. Use Meta Ads Manager for that, and mark a source or a tag on leads from each campaign to compare them inside Karyagrah.
Yes. You can reply freely only within 24 hours of the customer's last message. After that you need an approved template, which is why a quick first reply matters.
Yes. A bot or Sahayak AI can answer when nobody is online and hand over to your team when someone is available.