Meet Cleo Qualify: The AI Teammate Qualifying Leads on WhatsApp
Sales teams don’t lose deals because they can’t close them—they lose them because they waste time on the wrong leads.
Most sales agents spend their day asking the same questions, chasing vague replies, and looping in teammates too late. It’s slow. It’s tiring. And it gets in the way of selling.
But ignoring leads isn’t an option either—especially on WhatsApp, where people expect fast, human replies.
That’s why we built Cleo Qualify, a new kind of teammate designed to help your sales team cut through the noise and stay focused on conversations that actually lead to deals.
Cleo Qualify is an AI teammate built for B2B teams selling over WhatsApp. It talks to inbound leads on WhatsApp in real time, asks the right questions, and qualifies them based on your sales criteria. When a lead is a good fit, Cleo loops in your team with the full conversation. When it’s not, Cleo disqualifies them and explains why, so your reps can focus on the right people, not guesswork.
Why sales teams love Cleo Qualify
Cleo works like a sharp new intern who listens, learns, and improves daily. It understands your ideal customer, your qualification rules, and how your team speaks. But it doesn’t stop there. The more Cleo works, the smarter it gets. It learns from real conversations, sharpens its filters, and gets better at knowing who’s worth your time.
Unlike a rule-based chatbot or a clunky CRM workflow, Cleo Qualify can keep up with the pace of WhatsApp sales. It handles conversations naturally, knows when something’s off, and asks smart follow-ups instead of sticking to a script.
Sales teams love Cleo because it feels like adding a real teammate, not another tool. It makes lead qualification faster, hand-off cleaner, and the pipeline focused on leads that convert.
How Cleo Qualify can improve your sales process
Cleo handles work that eats up your team’s time. Here’s how it fits into your day-to-day sales process.
Engages leads instantly
As soon as a message comes in, Cleo replies and gets the conversation started. No need for your team to rush in. Cleo handles the initial steps while your reps focus on the deals already in motion.
Asks the right questions
Cleo doesn’t just ask generic things like “How can I help you?” It asks specific questions that qualify or disqualify leads. It adjusts based on what the lead says and tailors the follow-ups to keep the conversation moving naturally, not like a script.
Adapts to your business
Cleo doesn’t guess what a good lead looks like. You tell Cleo what matters—things like team size, industry, use case, or budget, and it uses that to qualify leads, same as your team would.
Furthermore, as your sales reps communicate with customers, Cleo “listens” and learns the tone, the messaging, and the kind of questions your reps ask. So when Cleo talks to a lead, it sounds like your team. Not a bot.
Disqualifies noise
Not every lead is a fit, and that’s okay. Cleo figures that out early and handles it politely. It explains why the lead isn’t a match in a private note for your team and tags the conversation. The note helps your team spot patterns. For example, if you’re getting a lot of leads from a segment you don’t serve, maybe your marketing team needs to tweak the messaging or adjust targeting.
Brings in the team at the right moment
Once a lead is qualified, Cleo hands the conversation over to your reps with all the context, what the lead wants, what they’ve shared, and where they stand. No guessing, no digging through chat history. Your team can jump in and pick up the deal with full clarity.
What’s next for Cleo?
Cleo qualifies leads today. That’s the first skill. But it won’t be the last.
Cleo will soon learn how to book meetings and even handle other parts of your pipeline, like following up or managing handovers. Step by step, Cleo will take on more of the repetitive work.
You’ll also be able to message Cleo directly or send it a voice note on WhatsApp. Need to check in on a deal? Ask Cleo. Want to leave a note or take action on a lead? Just send a message. Cleo will be ready to help, like any teammate would be.
Aside from working with your CRM, Cleo will also support the rest of your tech stack, including custom-built tools and integrations. Cleo won’t just fit into your workflow, it will move with it.
Cleo learns from the way your team works. The more you use it, the more useful it becomes.
And because Cleo is still in its early stage, your input matters. What you ask for now helps shape what Cleo learns next.
Recap
Sales teams don’t need more tools. They need time. Cleo Qualify gives them just that.
Cleo handles lead qualification on WhatsApp, filters out bad fits, and hands off good ones with full context. Cleo works fast, learns quickly, and fits right into your sales process. No scripts, no delays, no extra steps.
Hania is a seasoned researcher and content writer specializing in WhatsApp Business and its role in B2B sales and customer engagement. With years of experience creating in-depth, thought-provoking content, she combines real-life use cases and deep industry insights to help businesses leverage WhatsApp as a growth tool. Her expertise lies in translating complex research into actionable strategies, making her a trusted resource for companies looking to innovate their communication and sales processes.
