Who handles each step of a launch, from the ad to the site visit?
The assistant replies and collects details from the first message; your sales team decides on price, unit and reservation. The split is the same for a project in New Cairo, the New Capital or the North Coast.
| Stage | The assistant | Your team |
|---|---|---|
| Before launch | Works only from the approved project sheet: phases, units and sizes, delivery dates, payment plans | Approves the sheet and wording; Meta approves the templates |
| Ads go live | Replies to every chat a Click to WhatsApp ad opens and records the ad it came from | Marketing approves copy and budget; ad spend goes to Meta |
| First questions | Answers from the sheet and asks about budget, unit type, purpose and timing | Sales receives qualified Leads in the Inbox or the CRM |
| Down payment and installments | Answers only from the approved payment plans; special requests go to sales | Sales decides on any exception or discount |
| Site visit | Offers times from the sales calendar and reminds buyers who opted in | The salesperson confirms the visit and records whether it happened |
| After the visit | Sends approved follow-ups to buyers who opted in | Negotiation, reservation and contract stay with sales, and payment stays out of the chat |
Meta's policy says not to ask people on WhatsApp for personal ID card numbers, full payment card numbers or financial account numbers. Keep the national ID, the reservation papers and the deposit with sales, at the sales office or in your own system.
A down-payment question on launch Friday
On the Friday of launch week, the sales team is busy with visitors at the sales centre in New Cairo. A buyer messages from a Click to WhatsApp ad: "What's the down payment on a three-bedroom, and when is delivery?" The assistant answers from the approved payment-plan sheet, asks about budget and purpose, and offers Saturday or Sunday for a site visit. That evening the salesperson reads the whole chat in the CRM and confirms Saturday on WhatsApp.