How we turned a chatbot into a generator of business opportunities

TAMI’s redesign: from answering questions to capturing qualified leads and connecting conversation with the CRM.

Many companies already have a chatbot.

The problem: it’s disconnected from the CRM. It doesn’t capture structured data. It doesn’t understand full context. And every time you need a change, you depend on a developer.

The result is a chat that answers questions but doesn’t impact sales or service.

The difference between an isolated bot and an assistant that generates opportunities comes down to five questions:

That’s what we built with TAMI — a conversational assistant designed for companies that need to:

• Answer frequent inquiries
• Provide status updates for orders, services, or projects
• Capture qualified leads
• Schedule appointments or meetings
• Route conversations to the right team

Without making the solution hard to maintain.

The Shift: Simplicity and Control

We migrated to a more stable architecture that leverages the platform’s native capabilities.

What changed:

• Conversational context is managed automatically
• Flows are easier to modify
• The team regained control over changes and improvements
• Less technical dependency for day-to-day operations

Less technical complexity. More operational control. Much easier to govern.

Where the Real Value Is: Conversation That Generates Pipeline

An isolated chatbot has limited impact.

The real leap happens when the conversation generates qualified leads in your CRM.

That’s why we added the “Talk to a specialist” flow.
When the assistant detects the conversation requires attention:

That information is automatically saved as a Lead in the CRM.
No external forms. No copy and paste. No losing the context of what the customer explained.

What Changed in Practice

Why This Matters for Your Company

Most bots fail in three critical areas:

• They don’t understand full context — Each interaction is independent
• They don’t capture structured data — Information gets lost
• They aren’t integrated with the CRM — They don’t generate real opportunities

The result: a chat that entertains but doesn’t convert.

A well-designed assistant, on the other hand:

• Provides status updates for orders, services, or projects
• Guides the customer to the right solution
• Captures opportunities with full context
• Schedules appointments or meetings
• Routes to the right team without losing information
• And does it on web and WhatsApp under the same logic.

Start Small. Build on Solid Foundations.

We didn’t start by automating everything.
We began with a clear flow, a specific intent, and a targeted integration.
We tested. Adjusted. Simplified.
Then we expanded.

Scaling is much easier when the foundation is well designed.

The Key Learning

When you build on solid foundations — instead of accumulating technical complexity — AI stops being a project and becomes an operational capability.

Conversation is not the end.
It’s the gateway to:

• Structured data
• Leads with context
• Better-informed teams
• More efficient processes

Technology wasn’t the most important part.
The decision to simplify was.

Would This Solution Be Useful for You?

If your company:

• Receives constant inquiries via web or WhatsApp
• Needs to capture leads with real context
• Wants its assistant connected to the CRM
• Is looking to reduce technical dependency in daily operations
• Or needs to automatically provide order or service status updates

This model is replicable.
Start small.
Connect conversation and CRM.
Scale once the value is proven.

If you’d like to explore how to apply this pattern in your operation, let’s talk.