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Assistant configured for professional sales and support via WhatsApp

Maquimp uses a WhatsApp assistant for sales, questions, and efficient human support.

Physical stores and retail Sales Consultant Leads Human support Knowledge Base WhatsApp

Objective and result: Assistant set up to handle inquiries, qualify leads, and forward to human support according to rules, providing a professional sales and support flow through WhatsApp.

How Maquimp structured this operation on WhatsApp.

Company with over 25 years in the market of products for identification, signaling, and industrial security, serving clients throughout Brazil with headquarters in São Paulo. Facilitates sales via WhatsApp by answering questions, capturing contacts, and providing human support when necessary.

The assistant responds to inquiries professionally and directly, captures the customer's email for qualification, offers product consultation, and assists in order completion by collecting name, email, and phone. When the customer requests human support, shows dissatisfaction, or asks questions requiring internal analysis, the conversation is transferred to a WhatsApp agent with email notifications and interaction summaries.

01 Atendimento profissional e direto
02 Automatic lead capture with mandatory email
03 Consultation and assistance in product purchase
04 Efficient transfer to human support

The strategy of Sales Consultant 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 customers with quick and accurate responses, qualify leads, and ensure human support when necessary, without compromising service quality. Implementation of the assistant with modules for sales consulting, lead capture, knowledge base, and human support configured with specific rules for transfer and notifications, as well as collecting essential data for order completion.

How the flow of Sales Consultant works on WhatsApp.

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

01
Customer initiates conversation via WhatsApp Entry point of the journey configured by the company.
02
Assistant responds to questions with a professional tone Step connected to the goal and conversation history.
03
Mandatory question for email capture Step connected to the goal and conversation history.
04
Product inquiry and assistance in order finalization Step connected to the goal and conversation history.
05
Transfer to human support in specific cases Step connected to the goal and conversation history.
06
Human support receives summaries and notifications Step connected to the goal and conversation history.

Next steps of this operation.

Importance of clear rules for transfer to human support

Value of collecting essential data for customer qualification

Benefit of integrating multiple modules for comprehensive support

Need to maintain a professional and direct tone for the industrial audience

Monitor assistant performance, adjust responses and rules based on customer feedback, and explore future integrations to expand functionalities.

Want to structure a similar operation on WhatsApp?

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