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This guide walks you through setting up DeltaLead from a brand-new account to an active AI agent that qualifies leads on your behalf. By the end you’ll have a connected WhatsApp number, an uploaded vehicle catalog, a configured AI agent, and a live CRM integration — all without writing a single line of code.
1

Sign up and start your 14-day free trial

Go to www.deltalead.ai and create your account. No credit card is required to start. Your 14-day free trial gives you full access to the platform so you can test with your real leads before committing.
After you sign up, DeltaLead’s onboarding team will schedule a kickoff call to configure the platform for your specific operation — models you sell, regions you cover, and team size.
2

Connect your WhatsApp Business number

Navigate to Settings → Channels → WhatsApp and follow the guided wizard to link your WhatsApp Business number via the Meta Business API.Before you connect, keep these points in mind:
  • You must stop using your number in the WhatsApp Business app. Once the number is linked to DeltaLead, it belongs to the platform — the native app and DeltaLead cannot share the same number simultaneously.
  • If you prefer not to migrate your current number, purchase a new SIM or eSIM. You only need to insert it into any phone for about 5 minutes to complete Meta’s verification, then you can remove it. The number stays active on DeltaLead without the SIM being present.
  • WhatsApp VoIP calls (inbound) are included from the Growth plan. Outbound VoIP calls are included from Advanced. Traditional telephony is available on Enterprise.
Do not keep your WhatsApp Business number active in the WhatsApp Business app after connecting it to DeltaLead. Running both simultaneously will cause message delivery failures.
3

Upload your vehicle catalog

Go to Catalog → Import and upload your inventory. DeltaLead accepts:
  • PDF technical data sheets (fichas técnicas) — the AI extracts model names, engine specs, trim levels, pricing, and availability automatically.
  • Spreadsheets (.xlsx, .csv) — map your columns to DeltaLead’s fields in the import wizard.
Once imported, your catalog is live. The AI agent queries it in real time before responding to any inquiry about price, stock, or availability — so it never offers a vehicle that has already been sold or reserved.
Even a rough spreadsheet with model names and prices is enough to get started. You can enrich the catalog with photos, specs, and financing conditions after your first leads come in.
4

Configure your AI agent

Go to Agents → New Agent and set up the agent that will handle your leads. Key settings:
  • Language variant — choose from es-AR, es-MX, es-CR, es-CO, pt-BR, or en-US to match the tone and dialect of your market.
  • Tone and style — formal dealership tone, friendly and conversational, or a custom persona based on your brand.
  • Topics the agent can discuss — pricing, availability, financing options, test drive scheduling, trade-in evaluations.
  • Topics to escalate — define which questions the agent must always hand off to a human advisor (e.g., fleet discounts over a certain threshold, legal disputes, complaint escalations).
  • Handoff triggers — configure when the agent transfers a conversation to your sales team: buyer explicitly requests a human, lead score exceeds a threshold, or the conversation reaches a certain stage in the funnel.
  • Follow-up cadence — set how many follow-up messages to send, over how many days, and through which channel, based on lead score tier.
5

Connect your CRM or DMS

Go to Settings → Integrations and select your CRM or DMS from the list. DeltaLead supports native integrations with:Salesforce, HubSpot, Microsoft Dynamics 365, Pipedrive, Odoo, Bitrix, PilotSolution, Tecnom, and Google Sheets.Each integration uses an OAuth flow or API key — the wizard walks you through the exact steps for each platform. Once connected, qualified leads and all conversation activity sync automatically without any manual export.If you use a system not listed above, contact hola@deltalead.ai — the technical team can build a custom integration during onboarding, or you can use the REST API and webhooks to push data wherever you need it.
Before going fully live, activate your AI agent only for overnight and weekend hours first. This lets you review real conversations, tune the agent’s responses, and confirm everything is working as expected — without affecting your busiest sales windows. Once you’re confident, switch the agent to 24/7 coverage with a single toggle.

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What happens next

Once your agent is active, it begins responding to every new lead in under 9 seconds — whether you’re with a customer on the floor, in a meeting, or asleep. Each lead gets scored automatically by purchase intent, budget, and urgency. Your sales team wakes up to a ranked inbox of qualified opportunities, each with a full conversation history and a suggested next action. Follow-up sequences run on autopilot: the agent checks in with leads that have gone quiet, re-engages dormant prospects, and stops automatically the moment a lead responds, books a visit, or gets marked as won or lost. To monitor your agent’s performance, go to Analytics → Funnel to see the complete pipeline: leads → conversations → qualified leads → appointments booked → dealership visits → closed sales, broken down by channel, model, and sales rep.