Sales
Project Lumina: Secure WhatsApp Lead Capture & AI Recommendations
Healthcare Retail Innovator
Verified ResultEnd-to-end automated funnel
The Challenge
Sales and onboarding were bottlenecked by manual messaging. They needed a conversational AI on WhatsApp that could handle initial triage, provide safe over-the-counter (OTC) recommendations, and route users to payment gateways securely.
The Solution
We initialized a complex WhatsApp-to-n8n pipeline. The Hybrid-Bot receives messages, verifies user consent, classifies intent, and runs safety guardrails before generating educational responses. If approved, it routes the user to a payment link and stores the lead data securely.
The Outcome
- Fully autonomous top-of-funnel lead capture via WhatsApp
- Secure, strictly-bounded AI educational recommendations
- Seamless handoff to payment and support teams
- Strict adherence to data privacy and safety guardrails
Tools Used
WhatsApp Business APIn8nPayment GatewayAI Guardrails
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