ConvertIQ Onboarding

Go Live In As Little As 3 Days

Everything needed to launch your AI lead conversion system — from WhatsApp setup to your first campaign.

What we need

What You Provide

A few business details are all we need to get started.

Business Details

The essentials about who you are and who you serve.

  • Business name
  • What you do
  • Services offered
  • Target customers
  • Coverage area

A New SIM Card

A dedicated number for the AI assistant.

Your existing WhatsApp remains completely untouched.

Agent Details

Of the person responsible for handling qualified leads and appointments.

  • Name
  • Email

Your Goal

Tell us what success looks like.

  • Book a consultation
  • Schedule a site visit
  • Arrange a demo
  • Request a callback

Your Leads

Provide either:

  • CSV file (name + phone number)
  • or Meta Ads account connection

Done for you

What We Handle

We take care of the technical setup so you can focus on your business.

  1. 1

    Register Your Number On WhatsApp Business API

    We connect your dedicated SIM to Meta's platform so it can send and receive messages at scale.

  2. 2

    Configure The AI

    We train the AI using:

    • Your services
    • Business context
    • Tone of voice
    • Common objections
    • Appointment goals
  3. 3

    Create And Submit Your Outreach Template

    The first outreach message must be approved by Meta. We write it, optimise it, and submit it for approval.

  4. 4

    Import Leads And Launch

    We:

    • Upload your CSV
    • Run test sends
    • Launch the first campaign

    The AI takes over from the first reply.

  5. 5

    Monitor And Optimise

    For the first week:

    • Monitor conversations
    • Analyse responses
    • Improve qualification flows
    • Tune the AI

Your first 3 days

Launch Timeline

Most businesses are live within a few days.

Day 1

SIM + business details received

WhatsApp registration begins.

Day 1–2

Outreach template written

Optimised and submitted to Meta.

Day 2–3

Template approved

AI configured using business context.

Day 3

Campaign launched

AI is live and responding automatically.

Why it works

Built Around Real Business Conversations

This isn't a generic chatbot.

Every onboarding is customised around your business, your customers, and your sales process.

The goal isn't more conversations.

The goal is more qualified opportunities.

Get started

Ready To See It Working On Your Leads?

Let's walk through your workflow and show you exactly how the AI would handle your enquiries.

No commitment. Currently onboarding pilot clients in UAE.