USE CASES (Playbooks)

Automated SDR that Qualifies and Books

AI agent on WhatsApp that qualifies leads, answers questions and books meetings — 24/7, no human intervention.

AgentSales
Automated SDR

IA

Automated SDR

online

Hi, I saw your ad about the CRM platform. Can you tell me more?9:10
Hey there! Glad you reached out. I'd love to help you learn more. Could you tell me your company name and how many people are on your sales team?9:13
Sure, it's BrightPath Solutions. We have about 12 sales reps.10:16
Great, BrightPath! With a team of 12, our Growth plan would be a perfect fit. What's your biggest challenge right now -- lead tracking, pipeline visibility, or something else?10:19
Definitely pipeline visibility. We're losing deals because nobody follows up on time.11:22
That's exactly what we solve. I've booked a 20-min demo for you with Sarah, our solutions specialist, tomorrow at 2 PM. I just sent the calendar invite to your email. See you there!11:25

All Playbooks

Explore our complete catalog of ready-to-use automations.

Showing 45 of 45 playbooks

How much do you save?

Select your scenario, enter the daily interaction volume and see the projected savings by automating with AI agents.

Calculate your savings

Manual
R$ 135.000
With AI
R$ 6.800
Savings
R$ 128.200
increased by95%

Didn't find your scenario?

Talk to our team and we'll build the ideal automation for your business.

© 2026 Catalisa. Todos os direitos reservados.

Conforme LGPD

Meta WhatsApp Business

Dados no Brasil

We use cookies for analytics and load external resources (images) to improve your experience. By clicking "Accept", you consent to the use of cookies and third-party resources in accordance with our Privacy Policy.