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Lead Qualification
Evaluates leads, connects to sales.
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Lifecycle
An agent to proactively manage leads through your funnel.
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Lifecycle & Follow-ups

Never let a good lead go cold

Automate follow-ups for no-replies, no-shows, proposals, and reminders. Reply in seconds, keep context, and move leads to the next step without manual chase.

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Bewe
+2.5× meetings
Read Story
Humana
4× vs forms
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AutosOK
+2× store visits
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More Success Cases

No more manual follow-ups

On-time, every time

The agent schedules WhatsApp follow-ups at 24h/48h/7d (or your rules).

Your playbook, enforced

Map stages like no-reply, proposal sent, reminder, no-show. The agent asks for missing info and logs a clear outcome.

Scheduled cadences & escalation

Set fixed follow-up cadences (e.g., 24h / 48h / 7d). If there’s no reply after your set window or a lead asks for a human, we alert the assigned rep with full context, stops on reply.

Fits your stack

CRM read-write, calendar booking, tasks, and webhooks/API, no process changes needed.

Keep deals warm, automatically.

24/7 monitoring + fixed cadences ensure no lead is forgotten. Full context is logged in your CRM and reps are alerted only when needed.

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Lifecycle Agents vs. Traditional Sales Process

Without Patagon AI

Manual and inconsistent follow-ups.
Lost revenue opportunities from unattended leads.
Sales teams overwhelmed with repetitive tasks.

With Patagon AI

Automated, personalized lead nurturing on WhatsApp.
Enhanced lead engagement and responsiveness.
Complete visibility into your pipeline activities.
Want to know more?
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Integrate Patagon AI Where You Already Work

How Patagon AI works

Up and running in just 3 steps

Connect PatagonAI

Plug in WhatsApp + CRM → track UTM & referrals from the very first message.

Step 01

Get qualified leads

AI qualifies based on your rules → books meetings and syncs directly to your CRM.

Step 02

Constant Optimization

We send qualified lead + meeting events → Ads optimize for revenue, not clicks.

Step 03
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Frequently Asked Questions

Have questions about our services? Find answers to commonly asked questions here.

Who provides message templates on WhatsApp?
For WhatsApp, the customer supplies the templates (brand/compliance). We can help organize them.
How do rep alerts work?
Alerts are sent by email with the lead’s name, phone number, conversation summary, user intent, quality score, and the full thread.
Do you support quiet hours or time-zone rules?
Quiet hours are currently in development.
What happens when a lead replies?
The agent continues the conversation automatically, and a human can take over at any time.
Which follow-ups are built in?
The only built-in is “didn’t schedule a meeting via chat.” All other follow-ups are configurable.
Can I customize follow-up cadences?
100%. You set the schedules (e.g., 24h/48h/7d/30d) and stages.
Still have questions? Contact us for more information.
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Practical guides, data-driven insights, and tools for revenue teams.

Last Podcast Episode

The Hard Truth of Sales: "Building is Easy, Selling is Hard" | Sebastián Chiriboga

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WhatsApp in LatAm: From Chat App to Your #1 Conversion Channel

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Let’s turn WhatsApp into your best sales channel.

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Products
Lead QualificationLifecycle & Follow-upsAttribution & Optimization
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Automotive
Education
Finance
Healthcare
Insurance
Real Estate
Retail
SaaS
Telcos
Travel & Tourism
Teams
Marketing & Growth
Customers
AutosOK
How AutosOK Doubled the Visits to Their Dealerships
Bewe
How Bewe Boosted Their Meetings By 2.5x
Durallanta
How Durallanta Boosted Their Lead Generation by 68%
Humana
How Humana Boosted Their Conversion Rates by 4X
Motransa Mitsubishi
How Mitsubishi boosted sales by 35%
Álvarez Bravo
How Álvarez Bravo Managed to Handle Leads 24/7
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