How NudgeDesk works, step by step.
NudgeDesk is an AI sales agent for Instagram and WhatsApp. It answers enquiries from your business information, qualifies each person, scores and stages the lead, follows up inside the 24 hour messaging window, and hands the conversation to your team when a person is needed.
14-day free trial, no card.
At a glance.
- What it is
- An AI sales agent for Instagram and WhatsApp direct messages.
- What it does
- Answers and qualifies enquiries 24/7, scores and stages every lead, follows up inside the 24 hour messaging window, and hands conversations to your team when a person is needed.
- Channels
- Instagram direct messages and WhatsApp. Automated replies to Instagram comments are waiting on Meta's review and aren't available yet.
- What it works from
- Your Knowledge (prices, services, policies and common questions) and your Assistant Voice & Rules. You configure them, with help from our team during setup.
- Who it's for
- Businesses that get a lot of enquiries through Instagram and WhatsApp, answer the same questions again and again, and sell through conversation.
- Languages
- Supports multilingual conversations.
- Human handoff
- A Needs you queue in the app, plus an email to your team when a conversation needs a person.
- Setup
- Done with our team. Usually three to five working days.
- Pricing
- From $149 USD/month, priced by conversations. Optional 14-day free trial with no card, or subscribe immediately.
- Payments
- Optional. Razorpay can be connected to your NudgeDesk account.
From first message to the right person.
No flowchart to build. NudgeDesk reads what the person actually wrote and works from your business information, your voice and your rules, which our team sets up with you.
- 01Instagram · WhatsApp
A message comes in
A DM or a WhatsApp message, at any hour. Nobody has to be sitting in the inbox for it to get an answer.
- 02NudgeDesk
It answers from your business
Prices, dates, what's included, who it's for. It replies from your Knowledge, in your Assistant Voice, and says so when something isn't covered.
- 03NudgeDesk
It qualifies the enquiry
It asks what it needs to know, one question at a time, and matches the person to the right option. If they're not a fit, it tells them politely.
- 04Pipeline
It scores and sorts the lead
Every conversation gets a score, a one line summary and a stage: new, warm, hot, needs you, won or cold. You can move any card yourself.
- 05Follow-up
It follows up while it still can
If an interested lead goes quiet, it can follow up automatically inside the 24 hour messaging window. Only inside that window, never endlessly.
- 06Your team
It hands over when it matters
Complaints, edge cases and anything it shouldn't answer land in a Needs you queue, and your team gets an email. Switch the AI off on any conversation and reply yourself.
What happens inside each step.
The detail behind the six steps, and what your team sees.
Answers from your business information
Your Knowledge holds your prices, services, dates, policies and the questions you get every day. Your Assistant Voice & Rules set how it sounds and the rules it follows. It answers from those, and when a question isn't covered, it's set up to say so and pass the conversation on rather than guess.
AI lead qualification
It asks the questions that decide fit, like location, dates, group size or eligibility, one at a time and in the flow of the conversation. It matches the person to the right option, and tells people politely when there isn't one.
Lead scoring and pipeline
Every conversation gets a score, a one line summary of what the person wants and a stage: new, warm, hot, needs you, won or cold. The pipeline updates as it reads intent, and your team can move any card by hand.
AI lead follow-up
When an interested lead goes quiet, NudgeDesk can follow up automatically. Follow-ups only go out inside the 24 hour messaging window, so it never keeps messaging people indefinitely. Quiet leads also appear in one list, so your team can follow up by hand.
Human handoff
Complaints, refunds, edge cases and anything outside your Knowledge go to a Needs you queue, and your team gets an email. Anyone can switch the AI off on that conversation, reply directly, or draft a reply with AI and send it themselves.
One inbox for your team
Instagram and WhatsApp conversations sit in one shared inbox, marked by channel, with filters for what needs you, what's hot and what's unread. Conversations can be exported.
Nobody messages the way flowcharts are drawn.
Real customers ask two things at once, go off script and ask things you never planned for. A flow-based bot needs a path for every one of those. NudgeDesk reads the message, answers from what it knows about your business, and knows when to hand over.
how much is it and whats included? might bring my partner
It's $85 per person, which covers ingredients, equipment and a glass of wine. Bringing your partner is no problem at all. Do you have a date in mind?
Answers both questions from your business information, then moves the conversation on with one question.
What it won't do.
Knowing where it stops is part of trusting it with your customers.
Message people outside the window
Automatic follow-ups only go out inside the 24 hour messaging window. It doesn't chase people indefinitely.
Guess when it doesn't know
If the answer isn't in your information, it's set up to say so and hand the conversation to your team.
Reply to Instagram comments, yet
Comment automation is waiting on Meta's review. Until it's approved, NudgeDesk works in direct messages only.
Replace the people who close
It takes the volume and the repetitive questions. Conversations that need judgement still go to a person.
Right now you have three options.
| You and your phone | A flow-based bot | NudgeDesk | |
|---|---|---|---|
| Replies when you're busy or asleep | No | Yes | Yes |
| Answers from your business information | Yes | Only what you scripted | Yes |
| Handles questions you didn't plan for | Yes | Only scripted paths | Yes |
| Qualifies and scores every lead | When there's time | Rules you build | Yes |
| Knows when a person should take over | Yes | Only if you build it | Yes |
| Follows up with quiet leads | If you remember | Rules you build | Inside the 24h window |
| Setup | None | You build every flow | Done with our team |
| Cost per month | Your evenings | Varies | From $149 USD/month |
The honest version: if you only get a handful of messages a week, keep answering them yourself. This is worth it once the DMs outnumber the hours you have to reply to them.
Set up with you, not left to you.
You teach it your business. Our team connects your channels, sets up your Knowledge and Assistant Voice & Rules with you, and tests it before it goes live. Usually three to five working days.
- 01Connect
We connect your channels
Your Instagram and WhatsApp accounts are connected to NudgeDesk as part of setup. You don't need a developer.
- 02Teach
We set up your Knowledge and Voice & Rules with you
Your prices, services, dates and policies, and how it should sound. You can update them yourself whenever things change.
- 03Go live
We test it together, then it goes live
You see how it handles your real questions before it answers a single customer. Once it's live, you can switch it off on any conversation.
Taking payments through Razorpay? It can be connected to your NudgeDesk account too. Razorpay’s own onboarding usually takes one to two days.
Questions about how it works.
NudgeDesk is an AI sales agent for Instagram and WhatsApp. It answers and qualifies enquiries 24/7 from your business's Knowledge, scores and stages every lead, follows up with interested people inside the 24 hour messaging window, and hands conversations to your team when a person is needed.
Flow builders make you draw every path a conversation can take, and anything off the path falls through. NudgeDesk reads what the person actually wrote and answers from your Knowledge, in your Assistant Voice and within your rules.
You give NudgeDesk your Knowledge (prices, services, policies and common questions) and set its Assistant Voice & Rules (how it sounds and the rules it follows). You're not training an AI model, and our team helps you set it all up.
Yes. NudgeDesk answers and qualifies conversations around the clock, including nights and weekends. Follow-ups work differently: they only go out inside the 24 hour messaging window.
If an interested lead goes quiet, NudgeDesk can follow up automatically. Follow-ups only go out inside the 24 hour messaging window, so it won't keep messaging people after it closes. Quiet leads also sit in one list, so your team can follow up by hand.
NudgeDesk flags it in your Needs you queue and emails your team. That covers complaints, refunds and anything outside your Knowledge, where it's set up to say so rather than guess. Anyone on your team can switch the AI off on that conversation and take over.
Usually three to five working days. We connect your channels, set up your Knowledge and Assistant Voice & Rules with you, and test it together before it goes live.
Yes. Switch the AI off on any single conversation and take over whenever you want. Monthly plans are month to month, so you can cancel any time.
Stop losing conversations because nobody was there to answer.
Start a 14-day free trial, no card needed. Or book fifteen minutes with us: bring the questions your customers ask most and we’ll show you how NudgeDesk would handle them and where it would hand over to your team.
- 1We walk through your most common enquiries
- 2You see how it qualifies and scores them
- 3We show you where it hands over to your team
- 4Straight answer on what it can't do yet