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samuel-torres.com

Mexico City

Mexico City, Mexico Available immediately

Availability

Remote and on-site projects MXN · USD

Palmex —
Multi-market B2B catalog with a hybrid chatbot and live sales handoff

Read the case study
Palmex website hero — Donde hay futbol, hay Palmex
Chatbot · Zoho SalesIQ · WordPress
2026
Role

Web development, chatbot engineering (Zoho SalesIQ · Deluge) & WhatsApp Business integration.

Core stack

WordPress · Elementor Pro · WooCommerce (catalog mode) · Zoho SalesIQ (Zobot + SalesIQ Scripts in Deluge) · WhatsApp Business · LiteSpeed

Context

Palmex Alimentos (Palmex Evans) is a Mexican manufacturer of snack pellets and palm oil, headquartered in Nuevo León and operating across Mexico, the US and Latin America. They needed to digitize B2B lead attraction and qualification (fryers, distributors, wholesalers) and supplier intake without losing their sales team's human touch, plus product spec sheets with market-specific data.

What I did

1. Multi-market product spec cards

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Programmed product cards with conditional logic by language and market: depending on ES/EN, different datasets load with values and requirements for Mexico, the US and Europe — SKU, sales unit, sacks and stacks per pallet, shelf life, net/gross weights and frying parameters (time, temperature, density).

2. Hybrid chatbot on Zoho SalesIQ

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Built the Zobot combining the automatic Answer Bot with programmed flows in SalesIQ Scripts (Deluge, 4-handler architecture: trigger, message, context, failure): progressive data capture with format validation (name, email, phone with country-code selector, company) and an intent menu — catalog, become a client, become a supplier, jobs and trade-show registration (Alimentec).

3. Automated lead qualification

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The bot profiles prospects before a human steps in: client type (fryer, distributor, producer, reseller), estimated monthly tonnage and geographic zone, with segmented attention for Mexico, the US and 18 LATAM countries, routing to 7 sales departments.

4. Segmented catalog delivery

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PDF catalogs served in-chat by product category (pasta / pork pellets) and region (MX, USA, LATAM), with usefulness confirmation and return to the main menu.

5. WhatsApp Business channel & live handoff

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Deployed the same flow on WhatsApp via SalesIQ Channels, tested end-to-end. Once qualified, the lead is transferred to a live human agent — operators can chat, call and video-call from SalesIQ — closing with a CSAT survey and open feedback capture.

6. Website & performance

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Elementor Pro build with its addon ecosystem, storytelling product pages using full-page sections and horizontal sliders, a WooCommerce-based catalog with no public prices, caching and Wordfence security.

Result

The client reported a very positive response. The funnel automates the repetitive work (profiling, catalogs, data capture) and hands the sales team fully qualified leads with complete context — automation to accelerate, humans to close.

Evidence from the live site & chatbot

Screenshots from the production site and from live conversations on web and WhatsApp, showing the qualification flow described above.

Palmex world map showing operating markets across Mexico, the US and Latin America

Markets served: Mexico, the US, Canada and 18+ LATAM countries.

Product spec sheet with SKU, pallet stacking, shelf life and frying parameters

Multi-market spec card: SKU, pallet data, shelf life and frying parameters — point 1.

Zobot intent menu: catalog, become a client, become a supplier, jobs, trade-show registration

Intent menu after progressive data capture — point 2.

Chatbot department routing menu with 7 sales departments

Routing to 7 sales departments (Fryers North/South, Wholesale by region, LATAM, USA) — point 3.

Chatbot asking estimated monthly tonnage and geographic zone

Lead profiling: estimated monthly tonnage and zone — point 3.

Chatbot delivering a region-specific PDF catalog in-chat

Region-specific PDF catalog delivered in-chat — point 4.

WhatsApp Business conversation with live agent handoff and CSAT survey

Same flow on WhatsApp Business: tonnage capture, agent handoff and CSAT survey — point 5.

Short version (portfolio card)

A snack manufacturer's B2B platform: bilingual multi-market spec sheets (MX/USA/EU) paired with a hybrid Zoho SalesIQ chatbot programmed in Deluge, deployed on web and WhatsApp Business, for automated lead qualification and live sales handoff.

Resume / LinkedIn bullets

  • Deployed a hybrid chatbot on Zoho SalesIQ (Zobot + SalesIQ Scripts in Deluge) for automated B2B lead qualification, on web and WhatsApp Business with live-agent handoff.
  • Programmed bilingual (ES/EN) product spec cards with multi-market logic and differentiated regulatory data for Mexico, the US and Europe.
  • Implemented routing to 7 sales departments, region-segmented PDF catalog delivery and CSAT surveys, accelerating client and supplier acquisition while keeping the human touch.
I work with national and international clients. Rates in USD and MXN.

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Professional contact:

Mexico City

Mexico City, Mexico Available immediately

Availability

Remote and on-site projects MXN · USD

© 2026 Eng. Samuel Torres. Applied Engineering.

Versión en español