Full Stack Ongoing

AI Lead Handler for Meta Platforms

AI that handles leads on WhatsApp, Instagram and Messenger

LexGuard module that receives, qualifies, and handles leads automatically through WhatsApp, Instagram DMs, and Messenger. AI-powered contextual responses, automatic qualification, salesperson assignment, and follow-up through conversion, all integrated with LexGuard's CRM.

cloudflare, aws

8 weeks

2025

2 engineers

The Problem

Leads arriving through WhatsApp, Instagram, and Messenger going unanswered for hours or days. Sales team overwhelmed responding to repetitive non-qualifying questions. No unified tracking across channels — the same lead could message on Instagram and WhatsApp without anyone knowing it was the same person. Lead loss due to slow response times.

The Solution

Developed an AI handler connected to all three Meta platforms via official APIs. The system responds in seconds with business context, automatically qualifies leads based on configurable criteria, unifies identities across channels, and only escalates qualified leads to humans with a complete summary of the prior conversation.

The Results

First response time reduced to seconds, 80%+ automated qualification rate, cross-channel lead unification, sales team focused only on qualified leads, and significant increase in conversion rate from immediate attention.

Measurable Results

Response time (target)

2-24 hrs

<10 seg

99% improvement

Auto-qualification (target)

Manual

80%+ automático

Unified channels

3 (WA, IG, MSG)

Lost leads (target)

~40%

<5%

90% improvement

Projected metrics based on system design

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Project Phases

Meta APIs integration

2 weeks

Connection to WhatsApp Business API, Instagram Graph API, and Messenger Platform. Webhooks, verification, and message handling.

Conversational AI engine

2 weeks

LLM with business context, configurable knowledge base, intent handling, and natural response generation in Spanish.

Qualification & scoring

1.5 weeks

Scoring system based on conversation signals, business-configurable criteria, and human escalation rules.

Identity unification

1 week

Cross-channel lead matching by phone, email, name. Unified view of all interactions regardless of channel.

CRM & handoff

1.5 weeks

HubSpot/CRM integration, automatic deal creation, salesperson assignment with context summary, and post-qualification follow-up.

Tech Stack

Technologies

typescriptnode.jspythonopenai-apianthropic-apiwhatsapp-business-apiinstagram-graph-apimessenger-platformpostgresqlredis

Cloud Services (CLOUDFLARE, AWS)

WorkersQueuesD1KVSQSLambda

Tools

meta-business-suitehubspotposthoglangchain

Implementation Details

The Meta leads problem

When a business receives leads through WhatsApp, Instagram, and Messenger simultaneously, three things happen:

Slow responses — the team can’t be on 3 platforms 24/7
Repetitive questions — 70% of messages are the same questions (pricing, hours, location)
Fragmented leads — Maria messages on Instagram, then on WhatsApp, and no one knows it’s the same person

How the handler works

Lead sends message (WA/IG/MSG)
        ↓
   Webhook receives
        ↓
   Identity unification
        ↓
   AI responds with context
        ↓
   Qualification scoring
        ↓
  Is lead qualified?
   /            \
  Yes            No
  ↓              ↓
Escalate to   Continue
salesperson   with AI
(with summary)

Differentiators

True omnichannel: not a chatbot per channel, but a single brain that understands the lead regardless of where they write
Business context: the AI knows products, pricing, hours, policies — it’s not a generic chatbot
Smart handoff: when escalating to a human, the salesperson receives a full summary, not just “you have a new message”
Proactive follow-up: if a qualified lead goes quiet, the system automatically follows up while respecting Meta’s contact windows

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