Whatsplaid
Language and currency
Start free
Plans
Search the site
Language and currency

Assistant configured for professional sales and support via WhatsApp: the Maquimp case

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

Physical stores and retail Sales Consultant Leads Human support Base de Conhecimento WhatsApp

Purpose and outcome: Assistant configured to handle inquiries, qualify leads, and route to human support according to rules, providing a professional sales and support workflow via WhatsApp.

How Maquimp structured this operation on WhatsApp.

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

The assistant answers questions professionally and directly, captures the customer’s email for qualification, offers product consultation, and assists in completing the order by collecting name, email, and phone number. When the customer requests human support, expresses dissatisfaction, or asks questions that require internal review, the conversation is transferred to an agent via WhatsApp with email notifications and a summary of the interaction.

01 Atendimento profissional e direto
02 Automatic lead capture with required email
03 Consultation and assistance with purchasing products
04 Efficient transfer to human support

The strategy of AI for sales applied to the company's objective.

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

Serve customers with fast, accurate responses, qualifying leads and ensuring human support when needed, without compromising service quality. Implementation of the assistant with modules for sales consultant, lead capture, knowledge base, and human support configured with specific rules for transfer and notifications, as well as collection of essential data for order completion.

How the flow of AI for sales works on WhatsApp.

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

01
Customer starts a conversation via WhatsApp Entry point of the journey configured by the company.
02
Assistant answers questions in a professional tone Step connected to the objective and the conversation history.
03
Required question for email capture Step connected to the objective and the conversation history.
04
Browse products and help complete the order Step connected to the objective and the conversation history.
05
Transfer to human support in specific cases Step connected to the objective and the conversation history.
06
Human support receives summary and notifications Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of clear rules for escalation to human support

Value of collecting essential data for customer qualification

Benefit of integrating multiple modules for comprehensive service

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

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

Want to set up a similar operation on your company's WhatsApp Business?

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

Create a similar operation