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Professional automated assistance and efficient support for online education

Ufip Business School implemented the WhatsPlaid assistant for automated customer service and post-sale support, integrating Wix and multimedia features.

Education and courses Sales Consultant After-sales Support Wix integration WhatsApp Support Multimedia interpretation

Purpose and outcome: Improved efficiency of automated customer service, faster and more professional after-sales support, and seamless integration with Ufip Business School's sales system.

How Ufip Business School structured this operation on WhatsApp.

Online educational institution offering courses and training, using a Wix e-commerce platform for enrollments and sales. Automate initial customer service for questions and post-sale support, maintaining a professional and direct tone, and ensure escalation to human support when necessary.

The assistant automatically answers frequently asked questions, interprets images, audio, and links sent by the customer, checks products and orders on the Wix e-commerce site, and directs to human support in cases of dissatisfaction, special requests, or complex questions.

01 Efficient automated support
02 Integrated post-sale support
03 Interpretation of media uploaded by the customer
04 Facilidade na consulta de produtos e pedidos

The strategy of Sales Consultant 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.

Ensure fast and efficient handling of inquiries and support, without sacrificing quality and with an easy transition to human assistance when needed. Configure the assistant with capabilities to interpret media, a sales consultant module to support Wix e-commerce, handoff rules for human intervention in specific cases, and collection of mandatory data during the purchase process.

How the flow of Sales Consultant works on WhatsApp.

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

01
Cliente envia dúvidas via WhatsApp Entry point of the journey configured by the company.
02
Assistant responds automatically with a professional tone Step connected to the objective and the conversation history.
03
Interpret images, audio, and links for better support Step connected to the objective and the conversation history.
04
Query products and orders on the Wix e-commerce Step connected to the objective and the conversation history.
05
Forward to human support according to defined rules Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of integrating with the sales platform for efficient support

Multimedia interpretation value for customer understanding

Need for clear rules for escalation to human support

Collecting essential data streamlines the purchasing process

Monitor the assistant's performance for fine-tuning, expand integration with other internal systems, and explore new features to enrich the student experience.

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