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AI Agents

AI sales agents that reply to and qualify your WhatsApp leads

A MoveUpMark AI agent is a WhatsApp chat agent. When a lead messages your business number, the agent replies, answers their questions from your own material, finds out what they need and passes a qualified lead to your team.

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Setting up an agent

  1. Write its instructions

    Tell the agent what your business does and how it should speak. Choose its tone, language and reply length.

  2. Give it your knowledge

    Upload PDF, Word, text or CSV files, or add pages of your website. The agent answers from these.

  3. Test it

    Try conversations in the built-in test sandbox before any customer talks to it.

  4. Publish it

    Publishing freezes that version as the one customers reach. You can keep editing a draft without changing the live agent.

What an agent does in a conversation

The agent reads the recent conversation, looks up relevant passages in your knowledge base and writes a reply. Alongside answering, it can do the first part of a salesperson's job.

  • Ask for and save the contact details you choose to capture
  • Score the lead as the conversation goes, and mark it qualified above your threshold
  • Understand images and voice notes a customer sends, when you switch that on
  • Create or update CRM records through the actions you have switched on

Handing over to a person

You decide when the agent should stop. A conversation can move to your team in two ways, and in both the agent stays out of that conversation until someone resumes it.

  • Trigger phrases: when a customer writes one, the agent hands over and can send a handoff message you wrote
  • Take Over: a team member takes the conversation from the inbox

Limits you set

An agent is meant to be predictable. These controls are per agent.

  • A daily reply limit per conversation, as a safety net
  • How much of the conversation it reads before replying
  • Which CRM actions it may use. Anything not enabled is unavailable to it
  • A usage view showing AI credits used and conversations handled

Agents inside your workflows

An agent can also be a step in an automation: a workflow can pass a conversation to an agent after a lead form arrives or a customer replies.

Lead and follow-up automation

What you need

  • A WhatsApp Business Platform number connected to MoveUpMark. Agents reply on WhatsApp.
  • Your own material for the knowledge base: files or website pages.
  • AI credits. Each billing cycle includes credits, and more can be added.

Questions and answers

Is this a scripted chatbot?
No. There are no fixed decision trees to build. The agent writes each reply from your instructions, the conversation so far and your knowledge base.
Do the agents make or answer phone calls?
No. These are WhatsApp chat agents: they read and write WhatsApp messages.
What can the knowledge base contain?
PDF, Word (DOCX), plain text and CSV files, and pages from your website.
How do I see what the agent said?
Every reply is in the conversation thread in your inbox, next to the customer's messages, and each agent has an activity view.
Can I change an agent without affecting live conversations?
Yes. You edit a draft, and customers keep reaching the published version until you publish again.
Will the agent keep replying after someone on my team joins?
It keeps replying until someone takes the conversation over or a handoff phrase is matched. After that it stays out until it is resumed.
AI CRMThe AI CRM that works your leads from first message to won dealWhatsApp CRMA WhatsApp CRM for your leads and your teamLead AutomationAutomate lead follow-up so it happens on timeLead ManagementLead management, from capture to conversion

Put an AI agent on your WhatsApp number

Write its instructions, add your knowledge base and test it before it talks to a single customer.

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