What does the AI in MoveUpMark actually do?

It replies to leads on WhatsApp as an AI agent. It answers from your knowledge base, collects the contact details you ask for, scores the lead, and hands the conversation to your team when you want it to.

Which channel does the AI agent reply on?

WhatsApp. Leads can arrive from Meta Lead Ads and Google Ads lead forms as well, and the conversation with them happens on WhatsApp.

Can my team step in and reply instead of the AI?

Yes. A team member can click Take Over on a conversation in the inbox, and the agent stops on that conversation until it is handed back. You can also set phrases that make the agent hand over automatically.

Can the AI change my CRM data?

Only through the CRM actions you switch on for that agent. An action you have not enabled is not available to it.

How is AI usage charged?

AI replies use AI credits. Your agreed monthly price includes a number of credits each billing cycle, and you can add more at any time.

Is there a free trial?

Yes, a 3-day free trial. No credit card is needed to start it.

AI CRM

The AI CRM that works your leads from first message to won deal

Most CRMs record what your team did. MoveUpMark also does part of the work: it brings new leads into one place, has an AI agent reply and find out what the lead needs, and keeps following up until the deal is won or closed.

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How an AI CRM handles a lead

The lead arrives
A Meta Lead Ads form, a Google Ads lead form or a WhatsApp message creates the lead in your CRM, with its source recorded.
An AI agent replies
On WhatsApp, an AI agent answers from your knowledge base, asks for the details you want and scores the lead.
Your team takes over
Qualified leads reach your team in a shared inbox with the full conversation, and anyone can take a conversation over from the agent.
Follow-up runs on schedule
Workflows send messages, create tasks and move the deal through your pipeline, so follow-up does not depend on someone remembering.

What the AI does, and what it does not

The AI in MoveUpMark is an agent that replies to your leads on WhatsApp. You write its instructions and give it your own material to answer from. It does not act outside the limits you set.

Replies to incoming WhatsApp messages in the tone, language and length you choose
Answers from your knowledge base: documents you upload and pages of your website
Captures the contact details you ask for and scores each lead against a threshold you set
Updates the CRM only through the actions you have switched on for that agent

How AI agents work

Lead capture is part of the CRM

There is no separate tool to wire up before leads appear. Connect your ad forms and your WhatsApp number once and new leads are created for you. A repeat submission from the same phone number does not create a second lead.

Lead management in MoveUpMark

Follow-up without the manual work

A visual workflow builder turns "someone should chase this" into steps that run on their own: wait, check for a reply, send a WhatsApp message, hand the conversation to an AI agent, assign a team member, add a task.

Lead and follow-up automation

Everything else a sales team needs, in the same workspace

The AI sits inside a complete CRM, not beside one.

Contacts, smart lists, notes and tasks
An opportunities pipeline with stages and deal values
Calendars and appointments
Invoices
Reporting on leads, conversations and won deals
Staff roles, permissions and audit logs

What you need to get started

A MoveUpMark account. You can start with a 3-day free trial.
A WhatsApp Business Platform number to connect, for messaging and AI replies.
Optionally, your Meta Lead Ads and Google Ads lead forms, to bring ad leads in automatically.

Questions and answers

What does the AI in MoveUpMark actually do?: It replies to leads on WhatsApp as an AI agent. It answers from your knowledge base, collects the contact details you ask for, scores the lead, and hands the conversation to your team when you want it to.
Which channel does the AI agent reply on?: WhatsApp. Leads can arrive from Meta Lead Ads and Google Ads lead forms as well, and the conversation with them happens on WhatsApp.
Can my team step in and reply instead of the AI?: Yes. A team member can click Take Over on a conversation in the inbox, and the agent stops on that conversation until it is handed back. You can also set phrases that make the agent hand over automatically.
Can the AI change my CRM data?: Only through the CRM actions you switch on for that agent. An action you have not enabled is not available to it.
How is AI usage charged?: AI replies use AI credits. Your agreed monthly price includes a number of credits each billing cycle, and you can add more at any time.
Is there a free trial?: Yes, a 3-day free trial. No credit card is needed to start it.

The AI CRM that works your leads from first message to won deal

How an AI CRM handles a lead

The lead arrives

An AI agent replies

Your team takes over

Follow-up runs on schedule