smart-whatsapp-ai-crm
🥈SilverThe Smart WhatsApp AI CRM is a powerful virtual assistant designed to streamline sales automation and enhance customer management using AI technology. It integrates with WhatsApp to optimize communication and improve sales efficiency.
900Updated 2mo ago
Intermediate15 minutes to implementsales
Saves ~180 min per use
Quick InstallView Source
claude install NeusaM21/smart-whatsapp-ai-crmWorks with:
ChatGPT
Overview
About This Skill
Smart WhatsApp AI CRM is a production-ready virtual sales assistant that integrates WhatsApp with Google Gemini AI to automate customer acquisition, real-time support, and lead qualification. The system receives WhatsApp messages via webhook, uses AI to understand customer intent, guides conversations toward sales outcomes, and extracts structured lead data like name, service interest, and buying intent. Built on FastAPI, PostgreSQL, and SQLAlchemy, it maintains complete conversation history asynchronously and operates with enterprise-grade architecture. Sales teams use it to qualify leads automatically, reduce response time, and track prospect interactions in a relational database without manual data entry.
How to Use
Set up environment variables for Gemini API key, Supabase PostgreSQL connection, and WhatsApp webhook token in a .env file. Install dependencies via pip install -r requirements.txt, then start the server with uvicorn app.main:app --reload. Access Swagger documentation at http://localhost:8000/docs to test the WhatsApp webhook endpoint with sample payloads.
Use Cases
Automating customer responses on WhatsApp
Tracking sales leads through WhatsApp
Managing customer interactions and data
Enhancing team collaboration via WhatsApp
Best For
SDRAERevOpsGrowthCS
Tags
Setup & Installation
Quick Install
Terminal
claude install NeusaM21/smart-whatsapp-ai-crmAlternative Install (Git Clone)
git clone https://github.com/NeusaM21/smart-whatsapp-ai-crmRequirements
- Claude Code or compatible AI agent
- Works with: ChatGPT
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
Customize
Adapt the skill to your specific use case and workflow.
Usage Examples
Prompt Template
Act as a Smart WhatsApp AI CRM assistant for [COMPANY], a [INDUSTRY] business. Automate responses to customer inquiries, qualify leads, and schedule follow-ups. Use the following data: [DATA]. Prioritize high-value leads and provide personalized recommendations.
Example Output
# Smart WhatsApp AI CRM Report ## Lead Qualification - **High-Value Lead**: John Doe (Tech Entrepreneur) - Interested in [COMPANY]'s premium services - Budget: $10,000+ - Next Action: Schedule a demo call - **Medium-Value Lead**: Jane Smith (Marketing Manager) - Interested in basic services - Budget: $2,000- - Next Action: Send brochure and follow-up in 3 days ## Automated Responses - **Customer Inquiry**: 'What are your operating hours?' - Response: 'Our operating hours are 9 AM to 6 PM, Monday to Friday. How can we assist you further?' - **Customer Inquiry**: 'Do you offer discounts for bulk orders?' - Response: 'We do offer discounts for bulk orders. Could you please share more details about your requirements so we can provide a customized quote?'
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