How Momentum works: AI sales agents for every lead
A walkthrough of Momentum's AI sales agents: answering on every channel, scoring, follow-up, handover to your team and tracking the ad behind each sale.
Momentum is a set of AI sales agents that run sales conversations around the clock. They answer, qualify, follow up and escalate every lead, then hand ready buyers to your salespeople with the full conversation attached. Here is how it works.
1. Answer every lead, on its channel
Momentum's agents reply in seconds on the channel the buyer used:
- WhatsApp, Instagram and Facebook messages.
- Website chat.
- Phone calls, inbound and missed-call callbacks.
- Email and SMS.
- Lead forms from Meta and Google ads.
There are chat agents and voice agents. The voice agent answers calls and calls back missed callers, so leads who prefer to talk are not left waiting.
2. Speak the buyer's language
The chat and voice agents work in English and several other languages, including mixed-language messages, such as a buyer who writes half in one language and half in another.
3. Offer what is actually in stock
Agents send products from your catalogue, with price and availability. A buyer asking whether size M is back gets a real answer, not "let me check".
4. Qualify and score
As the conversation runs, each lead gets a score based on need, budget and timeline, plus a conversation summary. Your team sees the best leads at the top and calls them first.
5. Follow-ups that never slip
Quiet leads get a call, a WhatsApp or an email until they reply. A typical sequence:
- Day 0: a call, then a WhatsApp with the brochure if there is no answer.
- Day 2: an email with the catalogue.
- The buyer replies, and the sequence stops.
Agents also stop when asked. A lead who says "try me Monday" is paused, and a lead who opts out stays opted out.
6. Hand off to your team
Ready buyers go straight to a salesperson, each with a summary. Stalled or complex leads, such as someone asking for custom terms, go to a manager. A rep can take over any conversation in one tap, and the agent pauses.
7. Know which ads make sales
Momentum connects to Meta and Google ads and runs one agent per campaign. Each lead carries its campaign and ad from the first message to the closed deal. You see spend, leads, meetings and wins per campaign, and cost per meeting and per sale by ad, so you can spend more on what sells and pause what does not.
8. Won deals go to your CRM
Momentum sends leads, conversations and stages to the CRM you already use. It connects natively to Rapport, Thinkiyo's sales CRM, so won deals pass to fulfilment and operations.
Getting started
A Thinkiyo team sets Momentum up and stays on:
- Connect your channels, ads and CRM.
- Teach the agents your products and policies.
- Go live after you approve the scripts.
Control and data
Momentum runs in your cloud or self-hosted, on your own database. Approval rules decide what goes out, and every conversation is on record.
Who it is for
Any team that gets leads faster than it can answer them: retail and jewellery, ecommerce and D2C, real estate, education, healthcare and clinics, automotive, B2B and SaaS, and financial services.
Works with other Thinkiyo products
- Rapport, a sales CRM where every lead becomes a deal.
- Mosaic, to know the buyer before the first reply.
- Relay, to turn public comments into leads.
One lead, start to finish
An example from a jewellery retailer:
- 11:42 pm. A buyer messages on WhatsApp, asking for a necklace set within a budget.
- 11:42 pm. The agent replies in the same mix, with three sets in stock under that budget, and offers a Saturday 11 am visit to the store.
- 11:44 pm. She agrees. The visit is booked and a salesperson is named as owner.
- Saturday. The salesperson already has the summary, the sets she asked about and the ad she came from.
Nobody on the team was awake for the first message. Nobody had to ask "how can I help?" on Saturday.