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Digital desk, agents

An agent that qualifies and hands over to a person.

A desk agent on WhatsApp or the website that asks one question at a time, answers from approved content in English and Kiswahili, routes the quote, and hands over to a person for anything above the standard offer.

What it removes

The pain, and the relief.

Pain

Messages at night that are cold by morning

Relief

The agent replies at once, asks the first question and records the answers.

Pain

The same five questions answered by hand

Relief

Approved answers are given from the Client's own content, with the source stated.

Pain

A prospect quoted the wrong route

Relief

Qualification decides the route before a price is mentioned, and edge cases go to a person.

What is delivered

The work, in plain terms.

  • A qualification flow, one question per message
  • Knowledge limited to content the Client has approved
  • Escalation triggers written down and tested
  • A conversation log and a daily summary
  • WhatsApp or web chat, English and Kiswahili
How it runs

Step by step, in order.

  1. Write the questionsOrder, wording and the answer that changes the route.
  2. Load approved contentFees, routes and safeguards, each with its source.
  3. Set the hand-over rulesWhat goes to a person, and how fast.
  4. Test on past conversationsReal enquiries replayed, failures fixed.
  5. Go live and review weeklyLogs read, answers corrected.
Where Zatra Consultants fits

Authored by Zatra, built by NEMBO

Zatra Consultants Limited supplies the knowledge the agent works from: service routes, the fee register, the nominee director and shareholder safeguards, renewals, and the difference between one-time and renewable services.

The Client supplies

The service list, the price list, the approved answers and a named person who takes the hand-over.

The boundary

The agent gives no legal opinion, promises no outcome, and always offers a person.

Time

Dated in the written quote, after the question set is agreed.

Built before

Systems of this kind, already in use.

Each description states what the system is built to do. None is a performance claim.

AI agent In build

WhatsApp desk agent

Qualifies one question at a time for Tanzania business and investment services, handles one-time and renewable services and the nominee director and shareholder safeguards, and escalates to a person.

Built with WhatsApp, rules, human hand-over

Automation Specified

Zatra Revenue Desk

KPIs, CRM follow-up and alerts drawn from HubSpot, a Google Sheet, WhatsApp and Slack, with alerts by email, WhatsApp and SMS, and a reminder when an important message sits unworked.

Built with HubSpot, Sheets, WhatsApp, Slack

AI agents

Questions answered.

Which channels does the agent work on?

WhatsApp and web chat, in English and Kiswahili.

What does the agent not do?

It gives no legal opinion, quotes nothing outside the approved list and promises no outcome. Anything else goes to a person.

How are wrong answers prevented?

The agent answers only from approved content, and every answer is logged for weekly review.

Who takes over?

A named person at the Client, with the conversation and the answers already recorded.

Can it handle renewals?

Yes, where the Client supplies the renewal rules. Zatra's own agent distinguishes one-time from renewable services.

Ready when the brief is.

Replies are targeted within four working hours. The price is on this site; the only thing left to agree is the start date.

Timelines for custom work are dated in the written quote. They are not guarantees.