WhatsApp Sales Outreach

---
name: whatsapp-sales-outreach
description: Gives an agent the instructions to research leads, draft personalized WhatsApp messages, send outreach, track replies, and escalate warm prospects.
inputs:
  - lead_list: CSV or array of contacts with name, phone, company, role
  - company_info: Optional context about your product/service
outputs:
  - sent_messages: Log of sent messages with status
  - reply_tracker: Thread of replies per lead
  - escalation_queue: Leads ready for human follow-up
tools:
  - whatsapp_api: WhatsApp Business Cloud API
  - openai: Message generation and reply classification
  - database: PostgreSQL for lead and message storage
  - slack_webhook: For human escalation notifications
safety:
  - Review generated messages before sending in bulk
  - Set daily sending limits per number
  - Never share API credentials in prompts
  - Rate limit: max 250 messages/day per WhatsApp number
---

# WhatsApp Sales Outreach Skill

Research leads, draft personalized WhatsApp messages, send outreach, track replies, and escalate warm prospects.

## When to Use

- You have a list of leads and want to contact them via WhatsApp
- You want AI-personalized messages at scale
- You need to track outreach responses and escalate interested leads
- You want CRM integration for lead tracking

## How It Works

1. **Import Leads**: Accept a CSV or array of lead objects with name, phone, company, and role.
2. **Enrich**: For each lead, optionally look up company details to personalize better.
3. **Generate**: Create a personalized WhatsApp message referencing the lead's context.
4. **Send**: Dispatch via WhatsApp Business API with delivery tracking.
5. **Track**: Monitor replies and classify intent (interested, not interested, needs info).
6. **Escalate**: Forward warm leads to human sales team via Slack or CRM.

## Input Format

```json
{
  "leads": [
    {
      "name": "John Doe",
      "phone": "+521234567890",
      "company": "Acme Corp",
      "role": "CTO",
      "notes": "Met at AI conference"
    }
  ],
  "company_context": "We build AI sales automation tools"
}
```

## Example Prompt

"Research each lead's company, draft a personalized WhatsApp message that mentions their role and a relevant challenge, send it, track the reply, and escalate if they seem interested."

## Related

- Recipe: /recipes/whatsapp-sales-agent