Roberto Contreras Rios
  1. Welcome and Qualification Flow (Sales)
This is activated as soon as a message arrives from a new customer.
Trigger: Conversation started/New contact.
Action 1: The AI greets and asks about the interest model.
Action 2 (Conditional): * If you answer: The AI asks for credit and down payment.
If you DON'T respond in 30 minutes: Send a reminder message: “Hello, I'm still here to help you get your next car approved. Were you able to see the model?”
Action 3: Once qualified, update the stage to “Tracking” and notify the BDC team.
  1. “Hot Date” Flow (Notifications)
This is for when the customer is ready to go to the dealer.
Trigger: Life cycle stage changes to “Scheduled Appointment”.
Action 1: Send a message to the customer: “Ready! Your appointment is confirmed. Here you have the location of the dealer (Google Maps) and the name of your physical advisor: [Seller Name]”.
Action 2: Send internal notification (WhatsApp or Email) to the Physical Seller: "⚠️ NEW APPOINTMENT: The customer [Name] arrives in 1 hour. Look for a [Model] with [Hitch]”.
  1. Recovery Flow (Marketing/Tracking)
For those customers who stay “cold” and don't schedule.
Trigger: Contact remains in the “Tracking” stage for more than 48 hours.
Action 1: The AI sends a valuable message: “Hello [Name], today we received 3 new units that fit your budget. Would you like to see the photos before they are published?”
Action 2: If the customer responds, move back to the agent's inbox to close the appointment.
  1. “Lost Sale” (Support/Reactivation) Flow
For those who say “I already bought” or “I don't qualify”.
Trigger: Stage changes to “Cold Customers”.
Action 1: Send a professional farewell message: “I totally understand, [Name]. Thank you for taking us into consideration. We'll save your profile in case you need a second car or refinance in the future. Congratulations on your purchase!”
Action 2: Schedule a task for 6 months from now for the AI to ask you how your car is doing (this generates future repurchases).
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