01
Answers
A customer asks on WhatsApp or your website. Usherdesk answers from the pages, documents, and exact answers you approve.
AI ASSISTANT · DISCLOSED
WhatsApp-first AI assistant for customer enquiries
Answer the WhatsApp enquiry. Capture what matters. Hand over with context.
Usherdesk answers inbound WhatsApp and website enquiries from your approved content, captures the details your team needs, and brings in a person when judgement is required.
WhatsApp + website Structured lead capture Human hand-off
Inbound enquiry · answered by AI
Assistant active
UsherdeskWorkspace · Example customer team
Usherdesk AI activeAR
SM
Sofía Martín
Website widget · Product page
TODAY, 02:03
Can our sales and support teams share one WhatsApp number?
Usherdesk AI assistantDISCLOSED AI
Yes. Your team can work from one shared inbox and assign each conversation with the captured details attached. Which team would you like to start with?
Approved source · team-workflows.html
Sales. We receive around 80 enquiries a week. Could someone call me tomorrow?
Captured by Usherdesk AIHuman requested
SalesAround 80 / weekCall tomorrow
A person can reply with the full context…
WhatsApp Business
Primary channel
Website widget
Same assistant
One customer
Across channels
Human hand-off
Full context
Four things, in the right order
It answers first. Your team steps in when a person is needed.
The assistant handles the first customer exchange from approved content, turns useful details into a lead record, and carries the conversation into the hand-off.
Assistant answerApproved sourceLead capturedHuman requested
02
Captures
It asks for and records the customer’s name, contact details, and the information your business needs.
NAME · PHONE · EMAIL
03
Qualifies
Intent, timing, requirements, and product interest become structured fields rather than notes buried in a transcript.
STRUCTURED FIELDS
04
Hands off
When the assistant cannot help or the customer asks for a person, your team receives the conversation and captured context.
FULL CONTEXT ATTACHED
Grounded in your business
Connect the content your assistant is allowed to use.
Start with approved website pages, then add documents and direct FAQ answers for topics that need tighter control. Your team decides what the assistant can rely on.
Read the website pages you approve
Add product guides, policies, and sales documents
Write exact answers for sensitive questions
Assistant content
Ready to answerusherdesk-demo.com
Website scan complete
Home
Product overview
Team workflows
Sales + support
Service options
Terms + eligibility
38
Pages read
4
Documents
12
Answers
WhatsApp first, website included
The conversation can change channels without becoming a different lead.
A customer can message on WhatsApp today and return through your website next week. Usherdesk keeps one history and one lead record when the contact can be matched.
WHATSAPP · BRING YOUR NUMBERWEBSITE · ONE SCRIPT TAG
Sofía Martín
One customer record · two channels
Website widgetMonday
Can our sales and support teams share one WhatsApp number?
Interest · Team workspace
WhatsApp BusinessOne week later
Hi, I asked about the shared workspace last week.
Same customer · history found
CUSTOMER
Sofía Martín
HISTORY
Website + WhatsApp
OWNER
Inbound sales team
When a person is needed
The hand-off arrives with the question, answer, and lead details attached.
Your team works from one shared inbox, assigns the conversation, and moves the lead through stages you define. Nothing has to be reconstructed from screenshots.
AI HANDLINGHUMAN REQUESTEDASSIGNED TO TEAMQUALIFIED
Human hand-off
The assistant includes the full conversation
LEAD SUMMARY
Customer
Sofía Martín
Intent
Sales enquiries
Volume
Around 80 / week
Request
Call tomorrow
Captured by Usherdesk AI
Fields remain attached to the transcript.
Assign conversation
Lead pipeline and delivery
Move the lead forward without losing the conversation.
Use stages your team defines, push the lead to your CRM by webhook, and notify the right people by email. The source, captured fields, transcript, and current stage travel together.
Disclosed AI · approved content · human hand-off
Lead pipeline
Stages defined by your team
NEW
Daniel Weber
Website · Product enquiry
QUALIFIED
Sofía Martín
Sales · Around 80 / week
HUMAN NEEDED
Elena Rossi
Asked for a person
CRM webhook
Push lead fields and conversation context
Email notification
Tell the right team a lead is ready
Use cases
Useful answers first. Structured leads when the conversation matters.
The same assistant can answer questions, capture buying intent, and bring a complete record to the team across sales, service, and high-intent enquiries.
Sales teams
AI answeredLead capturedSales hand-off
Answer while buying attention is high.
Handle product and availability questions, capture buying intent, and bring a structured record to the salesperson.
- Approved-content answers
- Structured lead fields
- Human hand-off
Customer enquiries
WhatsAppWebsiteOne customer
Give customers a useful answer before a queue forms.
Handle repeat questions from approved content and ask a person to take over when the conversation needs judgement.
- WhatsApp + website
- One conversation history
- Shared team inbox
High-intent services
Enquiry answeredIntent capturedTeam assigned
Keep the enquiry, intent, and specialist together.
Answer service questions, capture timing and requirements, then hand the full conversation to the right team.
- Service context
- Lead qualification
- Team hand-off
Explore
Product, automation, and trust—without the vague AI claims.
Product guide
AI assistant for inbound WhatsApp enquiries
See how Usherdesk answers, captures, qualifies, and hands over a customer conversation.
Read guide
Practical guide
Automate WhatsApp without losing the human route
Plan useful inbound automation around approved content, consent, service windows, and escalation.
Read guide
Trust
How Usherdesk approaches reliable AI
Understand disclosure, approved sources, customer control, limitations, and human hand-off.
Read guide
Optional demo
See Usherdesk with your own enquiries.
Tell us what you want to handle on WhatsApp. The team will reply to prepare a demo around your use case.
We will only use these details to respond to your request. We will not add the contact to marketing campaigns.
Start self-serve
Bring your WhatsApp number. Connect it in about 20 minutes.
Set up the number in Meta’s dashboard—business verification is not required to start. Non-template replies inside the 24-hour customer service window have no Meta charge.