• NEW
  • SYNC
  • VIEW
  • HUMAN

How to track sales leads with your AI agent

Connect Weiban Assistant to your AI client once. From then on, your agent handles the heavy lifting of lead management in WeCom.

Ask AI about this page

Short answer

How can I use my AI to track sales leads?

Your agent uses Weban Assistant to pull new prospect data and push it directly into your WeCom pipeline. You'll get a clean, updated sales funnel without manual data entry. Here is how the automation works.

Where your data lands.

Lead management outcomes.

The AI organizes information into these specific results.

NEW

Fresh prospect entry

The AI identifies new people interested in your business. It creates a new entry in WeCom so no one slips through the cracks.

SYNC

Updated contact info

When details change, your agent pulls the latest info. Your pipeline stays current without you checking every profile.

VIEW

Full pipeline visibility

Your agent pulls a list of all current leads. You get a clear view of your entire sales funnel through a simple chat command.

HUMAN

Manual follow-up

The AI handles the data, but you decide when to reach out. You take over once the lead is ready for a conversation.

The workflow

What your AI does when a lead arrives.

The AI acts as the bridge between your conversations and your WeCom CRM.

  1. Identify prospects

    Your agent looks through your current sales data to find specific people or new entries.

    list_leads

  2. Fetch details

    The AI grabs specific contact information or history for a single person to ensure accuracy.

    get_customer_details

  3. Log new interest

    When a new person shows interest, the AI adds them to your WeCom pipeline immediately.

    create_lead

  4. Maintain the funnel

    The agent uses the existing tools to keep your lead list organized and up to date.

    list_leadsget_customer_details

Try it

Copy these to start.

Use these prompts to trigger the Weban Assistant tools.

Starting points

These are basic commands. Swap out the names of your specific contacts or channels to get specific results.

Weiban Assistant Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_8FTxipS2nujEsYL4mlYzr8W8xZhfefyEY5OUC5iC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Weiban Assistant capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "weiban-assistant-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8FTxipS2nujEsYL4mlYzr8W8xZhfefyEY5OUC5iC/mcp"
    }
  }
}
Copy into chat04

  • List all my current leads in WeCom.

  • Create a new lead for the contact from the recent email thread.

  • Get the details for the customer named Zhang Wei.

  • Check my WeCom lead list and tell me who needs a follow-up.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Weban Assistant once, then ask.

Just click the link to connect. Your login stays encrypted on our side, and you can find the full walkthrough details on the Connector page.

Connect Weban Assistant to your AI

FAQ

How this task behaves.

  • 01

    Can my AI delete leads from WeCom?

    No. The AI only has tools to list, create, and get details. It cannot delete any records.

  • 02

    Does the AI send messages to my customers?

    No. The AI manages the data in your pipeline, but it does not send messages or initiate contact.

  • 03

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • 04

    Will the AI update my existing lead notes?

    The AI can get customer details, but it does not have a tool to edit or overwrite existing notes in WeCom.

  • 05

    Do I need to manually enter data into WeCom?

    No. Once you give the command, the AI uses the create tool to add the lead for you.

  • More questions about Weban Assistant? The Connector page answers them. See everything the Weban Assistant Connector can do

Connect Weiban Assistant to Claude, Cursor, ChatGPT & more