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Efficient digital service for corporate solar energy clients

Elstner Energia implements a virtual assistant for automated service focused on questions and support for corporate clients.

Financial services Automated atendimento Virtual assistant Solar energy Sustainability Support automation

Objective and result: Improvement in initial service efficiency, with quick responses and proper routing to human service when necessary, maintaining quality and professionalism.

How Elstner Energia structured this operation on WhatsApp.

Elstner Energia offers solar energy solutions for companies, focusing on cost reduction and sustainability, exclusively serving legal entities in the Sete Lagoas, MG region. Automate initial inquiries for common questions, providing quick and efficient responses, maintaining a professional and direct tone.

The virtual assistant was configured to respond only to questions, with a professional and direct tone, and to transfer to human service when requested by the client, demonstrate dissatisfaction, request a special negotiation, or ask questions that require internal analysis. The assistant collects basic information such as contact email.

01 Fast and efficient service
02 Professional and direct responses
03 Reducing workload on human service
04 Proper routing for complex cases

The strategy of Automated atendimento applied to the company's goal.

See how challenge, setup, and resources connect to transform conversations into a customer service, sales, marketing, or support operation.

Serve corporate clients efficiently and automatically with specific questions about solar energy, ensuring quality and agility in support without losing the professional touch. Configure the assistant with five steps of service, mandatory email collection, restriction to answer only questions, and rules for transfer to human service in complex cases or dissatisfaction.

How the flow of Automated atendimento works on WhatsApp.

Follow the steps used by the company and understand where AI, data, and the team come into the journey.

01
Assistant responds to frequent questions Entry point of the journey configured by the company.
02
Collects mandatory email for contact Step connected to the goal and conversation history.
03
Transfer to human service according to defined rules Step connected to the goal and conversation history.
04
Professional and direct tone Step connected to the goal and conversation history.

Next steps of this operation.

Importance of clear rules for human transfer

Value of a professional tone for corporate clients

Efficiency in automatic service for simple questions

Evaluate the integration of new modules and resources to expand the assistant's functionalities and monitor customer feedback for continuous adjustments.

Want to structure a similar operation on WhatsApp?

Use this case as a reference to combine AI agents, company data, automations, and human control according to your operation's goal.

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