United Lease

The challenge

United Lease is an independent leasing advisor: a close-knit team that guides clients personally and compares leasing applications for vehicles, equipment and machinery across multiple financiers. The promise is clear, you get a dedicated advisor right away, no call centre and no queue. But with a lean team and growth ambitions, every new enquiry comes in through different channels, and the first contact, requesting documents and qualifying a lead means manual work every single time.

The solution

We built a WhatsApp AI agent that takes over the first contact entirely. A prospect sends a message and the agent runs a natural intake conversation: it asks the right questions, recognises and reads the documents provided, and determines whether the application is promising. The connection runs through the Bird API on WhatsApp Business and writes the qualified lead automatically into Tribe, United Lease's CRM.

• Conversational intake on WhatsApp, in United Lease's tone of voice

• Automatic document recognition and extraction

• Lead qualification and handover to the right advisor

• Direct synchronisation with the Tribe CRM

The result

The first contact now happens instantly and around the clock, without an advisor needing to step in before an application is complete and qualified. The team frees up time for what makes the difference: the personal advice. We are continuing to build out the connection with United Lease's existing systems and a refined intake flow, with an ongoing AI partnership in view.