Slow response times
High-intent leads often wait until someone becomes available.
Before · A customer waits until the next business day.
With Trestelo · The inquiry receives an immediate, contextual response.
AI-powered lead conversion platform
Turn every customer conversation into a business opportunity.
Trestelo engages customers across web, messaging, email, and voice, understands their needs, qualifies opportunities, schedules appointments, and hands the right conversations to your team.
- Website
- Messenger
Conversation
WhatsApp- Hi — our water heater is leaking. Can someone take a look this week?
- TresteloSorry to hear that — we can help. Is it leaking constantly, or only when the heating runs?
- Constantly. It’s about 12 years old.
- TresteloAt that age a replacement is usually the safer option. I can schedule a site visit for a quote — does Thursday morning work?
- Thursday 9–11 would be great. I’m in the Riverside district.
Lead
QualifiedMaria Santos
WhatsApp- Service
- Water heater replacement
- Location
- Riverside district
- Urgency
- This week
- Preferred time
- Thu 9:00–11:00
Appointment
ConfirmedSite visit — quote · Maria Santos
- Wed 14:00
- Thu 9:00
- Thu 11:30
Handover
AssignedDan KowalskiField supervisor
Why: Qualified replacement job, site visit booked
12-year-old unit, constant leak, two-storey property. Quote visit Thu 9:00–11:00, Riverside district.
From first message to booked visit — one flow
- Omnichannel conversations
- Human handover
- Appointment scheduling
- Role-based access
- Business knowledge grounding
- GDPR-conscious design
How it works
From first message to the next business action.
Five stages, one continuous flow. No lead waits, no context is lost, no customer repeats themselves.
Stage 1 of 5
Capture
Bring customer inquiries from web, messaging, email, and voice into one operational flow.
WebsiteWhatsAppInstagramMessenger
“Hi — our water heater is leaking. Can someone take a look this week?”
Every inquiry lands in the same operational flow, whichever channel it came from.
Stage 1
Capture
Bring customer inquiries from web, messaging, email, and voice into one operational flow.
WebsiteWhatsAppInstagramMessenger“Hi — our water heater is leaking. Can someone take a look this week?”Every inquiry lands in the same operational flow, whichever channel it came from.
Stage 2
Understand
Use approved business knowledge and conversation context to provide relevant responses.
Knowledge source · Services
Water heater replacement — includes removal, installation, and safety inspection. Typical lead time 2–4 working days.
“At that age a replacement is usually the safer option. I can schedule a site visit for a quote…”Stage 3
Qualify
Collect the information your business needs and identify the most valuable opportunities.
Qualification summary
High intentWater heater failing, wants a replacement quote this week. Property is a two-storey house; flexible Thursday morning.
Recommended: book a quote visit this week
Stage 4
Convert
Schedule an appointment, create a qualified lead, or trigger the next workflow.
Appointment
ConfirmedSite visit — quote · Maria Santos- Wed 14:00
- Thu 9:00
- Thu 11:30
Stage 5
Collaborate
Hand the conversation to the right team member with complete context.
Handover
AssignedDan KowalskiField supervisor
Why: Qualified replacement job, site visit booked
12-year-old unit, constant leak, two-storey property. Quote visit Thu 9:00–11:00.
The problem
Every missed conversation is a missed customer.
Customer-facing teams lose opportunities in the gaps — after hours, between questions, and across disconnected inboxes.
Repetitive qualification
Teams repeatedly ask the same questions before knowing whether an opportunity is relevant.
Before · Fifteen minutes of back-and-forth to learn the basics.
With Trestelo · Service, location, urgency, and timing are captured before anyone steps in.
Scheduling friction
Back-and-forth communication causes customers to abandon appointment requests.
Before · “What times work for you?” — three messages, then silence.
With Trestelo · Real availability offered and confirmed inside the conversation.
Fragmented context
Customer information is spread across channels, inboxes, and team members.
Before · The details live in someone’s chat history.
With Trestelo · One lead record with the full conversation, fields, and next action.
The platform
One platform for the whole path — inquiry to outcome.
Each capability works on its own. Together they remove every gap a customer could fall through.
Unified conversations
Every customer conversation in one operational workspace.
Website chat, WhatsApp, Instagram, and Messenger arrive as one queue with one customer record — not four inboxes your team rotates through.
- One conversation model across every connected channel
- Presence, assignment, and status your whole team can see
- Platform messaging rules (like reply windows) handled automatically
WebsiteWhatsAppInstagramMessenger
Inbox · Active
WhatsApp- Is the Thursday slot still open for the site visit?
- TresteloIt is — Thursday 9:00–11:00 is reserved for you, Maria. You’ll get a reminder the evening before.
Intelligent qualification
Collect the right information before your team steps in.
Trestelo asks the qualification questions you define — naturally, in conversation — and turns the answers into structured lead records your team can act on.
- Per-service qualification fields, captured conversationally
- Lead stages and priority driven by your rules
- A qualification summary and recommended next action on every lead
Lead
QualifiedMaria Santos
WhatsApp- Service
- Water heater replacement
- Location
- Riverside district
- Urgency
- This week
- Preferred time
- Thu 9:00–11:00
Qualification summary
High intentWater heater failing, wants a replacement quote this week. Property is a two-storey house; flexible Thursday morning.
Recommended: book a quote visit this week
Scheduling
Move from conversation to confirmed appointment without the back-and-forth.
Real availability is offered inside the conversation. The customer picks a slot, the booking is confirmed, and your calendar updates — with team assignment and policies applied.
- Availability from your real schedules, buffers, and team capacity
- Confirmation, reminders, and customer self-service links
- Cancellation and reschedule policies enforced automatically
Appointment
ConfirmedSite visit — quote · Maria Santos
- Wed 14:00
- Thu 9:00
- Thu 11:30
Human handover
Bring in your team at the right moment, with complete context.
When your rules say human — or the customer asks — the conversation moves to the right team member with the summary, the lead record, and the reason for escalation attached.
- Handover triggers you configure: topic, value, uncertainty, or request
- Complete context: no customer repeats themselves
- Claim, assign, and resolve — visible to the whole team
Handover
AssignedPriya NairSenior advisor
Why: Customer asked for a detailed quote comparison
Qualified lead, budget and timeline captured, conversation summary attached.
Automations
Build workflows around how your business actually operates.
Triggers, conditions, and actions in plain business language — no flowchart software degree required. Different services, locations, and teams can run different rules.
- When / if / then rules readable by non-technical operators
- Versioned configuration with review before anything goes live
- Working hours, routing, and escalation per workspace
Workflow
Active- WhenA new inquiry mentions a repair or replacement
- IfLocation is inside the service area AND urgency is under 7 days
- ThenOffer site-visit slots and mark the lead high priority
Analytics
See where conversations convert and where opportunities are lost.
Response times, lead stages, booking outcomes, channel performance, and handover volume — the funnel from first message to booked work, in one view.
- Conversion funnel from inquiry to qualified to booked
- Channel and team performance side by side
- Handover volume and outcomes, so nothing falls through
Analytics
- Median first response
- 28s
- Qualified this week
- 46
- Booked appointments
- 31
Funnel · last 30 days
- Inquiries100%
- Qualified62%
- Booked41%
Try it
Walk a real scenario, step by step.
Pick an industry and follow one inquiry from first message to a booked, handed-over opportunity. No sign-up, no form.
1/6The customer sends an inquiry on WhatsApp.
Conversation
WhatsApp- Hi — our water heater is leaking. Can someone take a look this week?
As the conversation unfolds, Trestelo builds the business picture here.
For your team
Different seats, same win.
Stop losing opportunities you never saw
- Capture more opportunities from the channels customers already use
- Reduce lead leakage between inquiry and follow-up
- Gain operational visibility across channels, teams, and locations
- Keep control over every customer-facing workflow
Analytics
- Median first response
- 28s
- Leads this week
- 64
- Booked appointments
- 31
Conversations by channel
- Website44%
- WhatsApp37%
- Email19%
Industries
Built for businesses that live on inquiries.
The conversations differ; the pattern doesn't. Capture the request, qualify it, book it, and hand it to the right person.
Trust
Automation where it helps. Human control where it matters.
Trestelo is governed by your rules — what it may answer, when it must hand over, and who approves what goes live.
Trestelo handles
The routine work
- First response on every channel, day and night
- Answering questions from approved business knowledge
- Collecting qualification details conversationally
- Offering and confirming appointment slots
- Routing conversations to the right queue
Your team controls
The important decisions
- Handover rules and escalation triggers
- Approval before knowledge goes live
- Conversation review and audit history
- Role-based permissions per team member
- Working-hours and routing configuration
Integrations
Your systems stay the system of record.
Conversations come in from your channels; qualified leads, bookings, and outcomes flow out to the tools your business already runs on.
Example flow
- Trestelo
- Qualification
- Scheduling
- CRM
Website chat
Channel
Channel
Channel
Messenger
Channel
CRM delivery
Destination
Webhooks
Destination
Email delivery
Notifications
Calendar sync
Category · planned
Security
Customer trust is the product.
Trestelo is built as a multi-tenant platform with isolation, access control, and auditability designed in — not bolted on.
Isolated per business
Every workspace runs in its own isolated data space — customer data never crosses between businesses.
Role-based access
Team members see and do only what their role allows, on the dashboard and the API alike.
Audited actions
Publishing knowledge, changing integrations, granting access — sensitive actions leave a trail.
Controlled knowledge
Only content your team has reviewed and published is used in live customer conversations.
Questions
What buyers ask before they commit.
Is Trestelo only a chatbot?
No. A chatbot answers messages; Trestelo runs the whole path from inquiry to outcome. It captures customer details as structured lead records, qualifies opportunities against your rules, schedules appointments, routes conversations, and hands over to your team with complete context — with dashboards to manage all of it.
Does Trestelo replace our team?
No. Trestelo handles the routine work — first response, information gathering, scheduling — so your team spends time on decisions and relationships. Handover rules, approval points, and role-based permissions keep people in control of everything that matters.
Which communication channels are supported?
Today: website chat, WhatsApp, Instagram messaging, and Facebook Messenger. Inbound email and voice are on the roadmap. Every channel lands in the same conversation workspace, so your team works one queue rather than four inboxes.
Can a conversation be handed to a person?
Yes — that is a core workflow, not an escape hatch. Handover triggers when your rules say so, when the AI is uncertain, or when the customer asks. The team member receives the conversation summary, the captured lead details, and the reason for escalation.
Can Trestelo use our business knowledge?
Yes. The Knowledge Hub holds your services, prices, policies, and FAQs. Only knowledge your team has reviewed and published is used in live conversations — drafts are never served, and every answer is grounded in your approved content.
Can it qualify leads differently for different services?
Yes. Qualification is configured per service and per workflow — a repair inquiry can collect location and urgency while a consultation request collects budget and timeline. You define the fields and rules; Trestelo collects them conversationally.
Can it schedule appointments?
Yes. Trestelo offers real availability from your schedule, confirms the slot in the conversation, and creates the appointment with team assignment, buffers, and cancellation policies applied. Customers get confirmation and self-service links.
Can workflows differ by location or business unit?
Yes. Each workspace carries its own channels, knowledge, qualification rules, schedules, and team — so a multi-location business can run different working hours, services, and routing per location while managers keep a consolidated view.
How is customer information protected?
Every business runs in its own isolated data space — customer data never crosses between businesses. Access is role-based, sensitive fields are masked in logs, actions are audited, and platform support access to your data is time-limited and recorded.
How does Trestelo integrate with existing business systems?
Qualified leads and outcomes are delivered to your systems through configurable integrations and webhooks with field mapping — your CRM stays the destination of record. Inbound updates (like lead status changes) are supported too.
How long does implementation normally take?
Most teams connect a channel, load their business knowledge, and run their first qualified conversations within days, not months. A launch-readiness checklist walks you through knowledge review, channel connection, and handover setup before going live.
Can managers review conversations and outcomes?
Yes. Managers see conversations, lead stages, booking outcomes, handover volume, and channel performance in the analytics views — plus a full audit history for sensitive actions like publishing knowledge or changing integrations.
Ready to turn more conversations into customers?
See how Trestelo can fit your customer journey, qualification process, and team workflows.