Leads in messengers
Bot collects fields and opens a CRM deal with chat_id for threaded replies.
- Webhook backend
- Qualification flow
- Manager alerts
Architecture baseline
Webhook backend, idempotency keys, merge leads by phone, manager reply from CRM into the same thread. Mini App for long forms; simple bot for qualification. Do not log PII; consent before submit; rate limit public bots.
Operations
- Source tags on every lead
- SLA alert if manager silent 15 minutes
- Staging vs production bot tokens
- Field mapping document: bot answer → CRM field
Bot does not replace CRM — it feeds the pipeline. MVP bot plus CRM link is 5–10 days with a ready CRM API. Measure time to first manager response.