Name the lead owner and follow-up standard
Confirm the primary person, backup person, staffed hours and target response time for website, Meta and event enquiries.
BizAfrika × Untapped AI
The launch foundation is ready for controlled approval and testing.
The website preview, Meta lead campaign, Conversation AI assistant, CRM foundation and event capture plan have been prepared as one connected system. Nothing client-facing has been activated without approval.
Target outcome
One clear path from attention to a qualified conversation.
Website, Meta or event→GHL intake→Human owner→RFQ follow-up
7–11 Sep
Electra Mining AfricaNasrec · Hall 4 · Stand C15
Minimum input required
Five decisions unlock the controlled pilot
We only need the answers below now. The deeper technical work stays with Untapped AI.
Blocks end-to-end test
Approve the Meta pilot
Approve the six ad angles, lead form, consent wording and a recommended maximum of R9,800 over 14 days at R700/day.
Approve the Conversation AI boundaries
Approve its identity, tone, knowledge sources, qualification questions and human escalation route. It will remain off until testing passes.
Approve the website direction
Confirm the design, navigation, product/category direction, address spelling, Grundfos wording and consent/privacy text.
Choose the controlled test team and date
Nominate two or three people to test the journey from enquiry to CRM follow-up. A separate written approval will still be required before launch.
Progress at a glance
What has been completed
Foundation completed
- BizAfrika GHL sub-account and controlled Sales/RFQ foundation
- Department discovery across Sales, Stores, Manufacturing and Workshop
- Website and B2B experience built in an unpublished Shopify theme
- Meta campaign, lead form and creative system drafted with delivery off
- Conversation AI agent, knowledge base and internal QA prepared
- Event lead-capture kit, QR flow, staff process and test cases prepared
Ready for client approval
- Website design, catalogue direction and enquiry experience
- Meta offer, copy, creative angles, lead form and pilot budget
- Assistant tone, boundaries, sources and escalation model
- Lead ownership, staffed hours, response time and pilot users
- One controlled test date and final go/no-go review
Held for practical testing
- Real lead creation and source attribution in GHL
- Owner assignment, internal task and notification delivery
- Meta form → GHL route and duplicate handling
- Conversation AI human handoff and channel behavior
- CRM pipeline use by the nominated BizAfrika team
Important boundary: Sage, Data Fusion and existing spreadsheets remain operational. Shopify and GHL will not silently replace the stock, manufacturing, serial-history or accounting source of truth.
Website & B2B experience
A professional RFQ-first storefront, built safely in preview
The new direction presents BizAfrika’s industrial capabilities publicly, while detailed catalogue and business-account functionality remain controlled. Pricing, stock and checkout promises are not exposed.
Already prepared
- Eleven-brand portfolio and five public product/service pathways
- 31 Dragflow families / 64 variants and 609 Eaton workbook rows structured for controlled discovery
- GHL enquiry form embedded and field validation passed
- Website tracking prepared on the development theme
- New customer-account and B2B application surfaces
- Desktop and mobile QA with the live theme left untouched
BizAfrika to check
- Design, navigation and industrial positioning
- Catalogue as an RFQ discovery tool—not live stock or public pricing
- “Corridor Hill” address spelling
- Grundfos brand/territory wording
- Consent and privacy wording
- One real test enquiry and the responsible recipient
Meta lead generation
One simple campaign, built around six industrial buying problems
The pilot avoids unnecessary complexity: one campaign, one broad South African audience, multiple ads and one higher-intent form. Every enquiry is intended to flow into GHL for human follow-up.
1Leads campaignIndustrial Application & RFQ Review
→
1Broad ad setSouth Africa · Instant Form
→
6Problem-led adsDifferent industrial needs
→
1Higher-intent formThen GHL + human owner
What the form asks
No automated sales promises. A human reviews the application, requirement and next step.
Approve before launch
- Offer, six creative directions and copy
- Form questions, consent, privacy and thank-you message
- R700/day for 14 days, maximum R9,800
- Primary and backup GHL owner, staffed hours and response time
- One internal test lead, then a separate final publish approval
Conversation AI
A bounded enquiry and RFQ assistant—not an unsupervised salesperson
The assistant is prepared for content review on Live Chat and WhatsApp. Facebook and Instagram can be added later only after channel routing and handoff are approved.
What it can do
- Identify itself as a virtual BizAfrika assistant
- Explain approved products and services
- Ask one qualification question at a time
- Capture the application, company, need and timing
- Recognise safety, privacy, complaint and human-request situations
What it will not do
- Invent prices, discounts, stock or lead times
- Promise warranty, suitability or compliance
- Give unsafe troubleshooting instructions
- Collect passwords, banking details or sensitive documents
- Pretend a human handoff happened when it did not
Validated behavior examples
How the assistant responds
These are internal tester examples—not customer conversations.
Can you confirm price and stock for a pump?
BizAfrika assistantI can help capture the requirement, but price and availability need to be confirmed by the BizAfrika team. What pump or application are you working with?
The equipment is dangerous and still running.
BizAfrika assistantPlease stop the equipment if it is safe to do so and follow your site safety and emergency procedures. I can’t guide live troubleshooting. Contact BizAfrika directly on +27 13 692 4165.
I want to speak to a person.
BizAfrika assistantDirect connection is not available in this chat yet. You can contact BizAfrika on +27 13 692 4165 or visit bizafrika925.com. I’ll stop the qualification questions unless you want to continue.
Internal testing completed
- 33 governed scenarios passed
- Focused 12-case regression passed
- Identity, qualification and non-repetition behavior checked
- Price, stock, lead-time and technical boundaries checked
- Safety, privacy, opt-out and human-request behavior checked
BizAfrika to approve
- Identity, tone, public phone and qualification questions
- Which web pages may train the assistant
- The governed business sheet as the single table source
- Named human owner, backup and response time
- Price, stock, lead time, warranty and compliance remain human-only
- A dedicated QA contact for the pilot
GHL CRM & event capture
The minimum viable operating flow is clear
The Sales/RFQ pipeline foundation is partly configured and verified. The remaining field set and workflow activation are held for one controlled validation pass.
CaptureWebsite, Meta or event QR creates one enquiry record.
OwnA named person receives the lead and an internal follow-up task.
QualifyApplication, company, requirement and timing are confirmed.
Quote & follow upThe opportunity moves through the controlled Sales/RFQ process.
HandoffApproved orders move to the existing stock, accounts and dispatch controls.
Event-ready capture
One QR code and a safe fallback
Visitors scan, complete a mobile-friendly form and enter the same GHL intake path as website and Meta leads. If connectivity fails, staff use the paper fallback and controlled import template.
✓ Mobile event form✓ QR redirect✓ Paper fallback✓ Staff quick guide✓ Import schema✓ 12-case UAT
What the practical test must prove
Lead created onceCorrect source recordedOwner assignedTask and notification deliveredPipeline stage moves correctlyFollow-up is visibleOpt-out is respectedNo stock/accounting write occurs
Controlled route to launch
What happens next
Now
BizAfrika approves the five decisions
Confirm owners, content, budget, AI boundaries, website direction and pilot users.
Next
Untapped AI completes cleanup and wiring
Finalise knowledge sources, remaining CRM validation, form mapping and internal routing.
Controlled UAT
Run one real test per entry channel
Website, Meta test lead, Conversation AI and event QR are tested with the named team.
Go / no-go
Review evidence and approve launch separately
Only passed components are recommended for activation. Spend, agent enablement and theme publication each remain separately controlled.
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