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Service 06

Leads answered in seconds, hours saved every week.

AI agents, chatbots and automated workflows that reply to every enquiry instantly, keep your CRM clean and take repetitive work off your team.

AI agents & chatbotsWorkflow automationCRM routingIntegrations
Fig 1.6 / AIFlow
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(01) What’s included

Four ways to take work off your team.

Each part can be scoped on its own. Most clients start with lead response, since it pays back fastest. Our guide covers how to qualify WhatsApp leads with an AI agent.

AI automation at Legit.Global means agents, WhatsApp and web chatbots and workflows that answer and qualify leads, route enquiries and keep your CRM clean. One lead owns your automations, your team signs off every flow before it goes live, and a single lead agent usually goes live within four to six weeks.

Fig 1.2Qualify
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01

Lead qualification agents

Agents that reply to every lead in seconds, ask the right questions and book the next step.

✓ Instant replies, day and night
✓ Budget, timeline & need questions
✓ Call & visit booking
✓ Hot-lead alerts to sales
Fig 1.3Converse
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02

WhatsApp & web chatbots

Assistants that answer customer questions from information you approve.

✓ WhatsApp Business agents
✓ Website chat assistants
✓ Approved knowledge base
✓ Human handover rules
Fig 1.4Route
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03

CRM routing & data hygiene

Every lead scored, deduplicated and sent to the right person with full context.

✓ Lead scoring & routing
✓ Deduplication & enrichment
✓ Source & campaign tagging
✓ Follow-up sequences
Fig 1.5Automate
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04

Internal workflow automation

Repetitive tasks between your tools handled automatically, with a human check where it matters.

✓ Tool-to-tool integrations
✓ Automated reports
✓ Document & data processing
✓ Approval workflows
(02) When to invest

When is it time to automate?

If two or more of these sound familiar, an audit will usually find hours a week you can hand to automation, starting with faster lead response. If you’re weighing up a ready-made chatbot, compare a custom AI agent with an off-the-shelf chatbot.

Talk it through →
  1. 01Leads wait hours for a first reply.
  2. 02Enquiries pile up overnight and at weekends.
  3. 03Your team copies the same data between tools.
  4. 04Your CRM is full of duplicates and missing details.
  5. 05Follow-ups depend on someone remembering.
  6. 06Weekly reporting takes someone a full day.
(03) Process

How does an automation project run?

One lead owns your automations from audit onward, with your team signing off flows before anything goes live. Read how to connect an AI agent to your CRM safely.

01Week 1–2

Audit

We map how leads arrive and who answers them, plus the manual tasks that eat your team’s week.

Output: Automation map
02Week 2–3

Design

Conversation flows, prompts, guardrails and handover rules agreed with your team before anything is built.

Output: Flows & guardrails
03Week 3–6

Build & test

Agents and workflows built on staging, connected to your tools and tested on real conversations.

Output: Tested automations
04Ongoing

Run & improve

Live monitoring, conversation reviews and monthly tuning as we learn what your customers ask.

Output: Monthly reports
(04) Engagements

How can you work with us?

Each build is quoted at a fixed fee after the audit, and maintenance is an optional monthly retainer. AI and messaging usage is billed at cost, separate from our fees. See what AI automation costs in India.

Free · 2 weeks

Automation audit

A map of where time and leads are lost, and what to automate first.

✓ Lead flow & response review
✓ Manual task inventory
✓ Tool & data audit
✓ Prioritised automation plan
Discuss this →
Fixed set-up fee

Operations automation

For teams automating several workflows across sales and operations.

✓ Everything in Lead response
✓ Multiple workflows
✓ Internal tools & integrations
✓ Optional priority support
Discuss this →
(05) Buyer guides

What should you know before you automate?

What AI automation costs in India, whether to build a custom agent or use an off-the-shelf chatbot, how to qualify WhatsApp leads and how to connect an agent to your CRM safely.

(08) FAQ

Questions we hear often.

Can’t find your answer? Talk to a strategist and we’ll walk you through it.

Book a strategy call →
Fig 7.1Answers
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Anything repetitive with clear rules: replying to and qualifying leads, booking calls or visits, routing enquiries, cleaning CRM data, follow-up sequences and internal reports. The audit shows which tasks are worth automating first.

(09) Start a project

Tell us where you want to grow.

Share a few details and we’ll come back with an honest view of what to do first, whether or not we’re the right fit.

info@legit.globalMon–Sat, replies within one business day
What do you need?

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