Agibank WhatsApp lead-qualification agent

What was done

Agibank added a sales development representative agent after proving Agentforce on loan-status support. When prospects respond to WhatsApp marketing campaigns, the agent greets them, uses campaign and customer context, answers objections through knowledge resolution, and assesses purchase intent. When a prospect is ready, the agent transfers the conversation to the correct sales queue with the full conversation history, questions, and recommended next steps. The workflow helps Agibank pursue 40% customer growth without expanding the sales team.

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