Step-by-step (6–8)
- Prepare a dedicated WhatsApp Business number — separate from main ops.
- Connect via QR session — keep the device available and connected.
- Set PBAT qualification criteria — 4–6 messages before CTA.
- Configure follow-up cadence and time windows — daily, avoid late-night.
- Configure AE notifications (Qualified only) — channel: [INSERT: Slack/email/CRM].
- Run 3 test conversations — Qualified, Dequalified, Opt-out (STOP).
- Go live — monitor first 24h for session stability.
- Daily ops checklist — check health, review qualified leads, tune PBAT.
Troubleshooting
- QR session dropped: reconnect; prevent device sleep; confirm internet stability.
- No notifications: check channel config; confirm permissions; run test event.
- Lead cap reached: buy overage pack or wait next cycle.
- Low reply rate: reduce questions; tighten first message; test follow-up window.
Definition of Done
- Inbound received → instant reply sent
- Lead can be marked Qualified/Dequalified
- Qualified triggers AE notification
- Follow-up runs daily and stops on outcome/STOP