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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

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

A feature connected to the customer's real routine.

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 project transforms conversation into an operational process.

The case shows the objective, module used, and experience created on WhatsApp, without relying on internal metrics.

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 it works for the customer.

The page translates the usage flow into a clear public narrative, without the feel of an internal manual.

01
Assistant responds to frequent questions The company quickly understands where AI fits into the journey.
02
Collects mandatory email for contact The stage maintains support, sales, or service connected to the conversation history.
03
Transfer to human service according to defined rules The stage maintains support, sales, or service connected to the conversation history.
04
Professional and direct tone The stage maintains support, sales, or service connected to the conversation history.

Next steps of the setup.

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 apply AI in your company's WhatsApp?

Whatsplaid structures chatbot, support, leads, internal tickets, knowledge base, and integrations for the brand's real operation.

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