# AI Sales Center

See which leads are hot, warm or cold, why, and what to do next — based on what customers actually said in their WhatsApp chats.

_Last updated: 2026-10-25_


## Overview

AI Sales Center reads your WhatsApp conversations and turns them into a sales list. The AI scores each lead out of 100, labels it Hot, Warm or Cold, tells you why and suggests the next best action. It alerts your team when a customer needs a person, plans follow-ups, and helps your AI Assistant move each conversation toward your goal.

## Before you begin

- Connect an AI model (Model 1 or Model 2) — AI Sales Center uses the AI key you already connected, and usage is billed by your AI provider on your own key.
- Set up your AI Assistant, including Human Escalation (who is alerted when a person is needed), in Settings → AI Assistant.

> **TIP: Nothing changes until you activate it**
> Setting AI Sales Center up takes four short steps. Your customers see no difference until you click Activate AI Sales Center.

## Set up and use AI Sales Center

### Step 1 — Open the AI Sales Center

In the left menu, click AI Sales. The Overview shows Hot Leads, conversations Needing Human Assistance, Follow-ups Due and AI-Assisted Conversions, plus your Priority Leads and Sales Funnel.

### Step 2 — Set it up

On the Settings tab, turn on AI Sales Center, pick what the AI should aim for (your sales goal, for example Book a demo) and which connected AI model should analyse conversations. Nothing changes for your customers until you activate it.

### Step 3 — Check who gets alerted, then activate

AI Sales Center alerts people using your Human Escalation settings (Settings → AI Assistant → Human Escalation). When you are ready, click Activate AI Sales Center. Advanced options holds the finer controls.

### Step 4 — Work through your leads

The Leads tab lists every scored lead with its score, stage, next best action and agent. Filter by Hot, Warm or Cold, by leads that need a person, by leads where the AI is stopped, or by closed leads.

### Step 5 — See who needs a person, and what the AI decided

Activities shows every conversation waiting for a person (tick Show resolved to see handled ones) and a log of the AI's decisions.

## What the numbers mean

| Card | What it counts |
| --- | --- |
| Hot Leads | Leads ready to buy that have not converted yet. |
| Needing Human Assistance | Open escalations — conversations where a customer asked for a person or the AI was not sure. |
| Follow-ups Due | Follow-ups due today or overdue, for AI-scored leads. |
| AI-Assisted Conversions | Leads converted in the last 30 days, counted from CRM status changes. |
| Sales Funnel | Leads first scored in the last 90 days, by stage: New, Qualified, Interested, Demo / Proposal, Converted. |

## Hand over from AI to your team

When a customer asks for a person, or the AI is not sure what to say, your team is alerted and the AI waits while you reply. In the app the assigned agent is alerted — or owners and managers when the chat is unassigned; turn on WhatsApp alerts in Settings → AI Assistant → Human Escalation. These conversations appear under Activities → Needs a person until they are resolved.

## Stop the AI for one lead, or close a lead

In AI Sales Center or in the chat, open Lead actions to stop the AI for that one customer, or to mark the lead as Converted, Not interested, Irrelevant, Lost or Spam. Closed leads move to the Closed list and the AI leaves them alone. In a chat you can also switch off AI replies for this chat from the chat header.

## Re-inquiry: see when a lead writes in again

Once someone on your team changes a lead's status (for example after a call), any new message from that lead marks the chat Re-inquiry. The tag goes away when the status is changed again, and comes back if the lead writes again after that. Find these chats with the Re-inquiry filter in Chats, or from the dashboard.

> **NOTE: Statuses that should not trigger Re-inquiry**
> For final statuses such as "Lead converted", turn Re-inquiry off for that status in Settings → Contact Statuses. Statuses set automatically are never counted.

## Troubleshooting

**No scored leads yet**
Leads appear after customers message you with AI Sales Center turned on. Check that it is activated on the Settings tab.

**Nobody is alerted when a person is needed**
AI Sales Center uses your Human Escalation settings. Check who is alerted in Settings → AI Assistant → Human Escalation, and whether WhatsApp alerts are set up.

**The AI keeps replying to a customer I am handling**
Open Lead actions and stop the AI for that lead, or switch off AI replies for this chat in the chat header.

## Related

[Chats (shared inbox)](/docs/features-chats) — Reply to leads, see who each chat is assigned to and switch the AI off per chat.

[AI Assistant Settings](/docs/admin-setup-ai-assistant) — Connect AI models and set up Human Escalation.

[Contact Statuses](/docs/admin-setup-contact-statuses) — Choose which statuses trigger Re-inquiry.

## Related articles

- [Create a Campaign](/docs/features-create-campaign) — Send a WhatsApp campaign to your contacts: create it, pick a template, choose recipients, and review before sending.
- [Create a Message Template](/docs/features-create-template) — Create and submit a WhatsApp message template for Meta approval, then use it in a campaign.
- [Create a Contact](/docs/features-create-contact) — Add a single contact to your account manually.
- [Import Contacts](/docs/features-import-contacts) — Bulk-add or update contacts from a CSV or Excel file.