Commercial automation and human support for specialized dental aesthetics courses
Omiestudio Online configured the WhatsPlaid assistant to boost sales and offer personalized support via WhatsApp, combining automation and human atendimento.
Objective and result: Improvement in the customer experience during the purchase journey and support via WhatsApp, with efficient automation and human support available for complex cases, facilitating online course purchases and post-sale support.
How the company structured its operation on WhatsApp.
Omiestudio Online is a Colombian website offering specialized online courses in dental aesthetics, with various pre-recorded courses and an online store for related products. Payments are made via credit card, debit, and PayPal. The company aimed to improve sales and support via WhatsApp. Increase online course sales and provide efficient customer support via WhatsApp, with human support available when necessary.
The assistant was configured to operate in five stages, with a commercial and persuasive tone, suggesting products when appropriate. Includes automatic lead capture with a mandatory question about email, and clear rules for transferring to human support when the customer requests, shows dissatisfaction, asks for a special negotiation, or asks questions requiring internal analysis.
The strategy applied to achieve the goal.
See how challenge, setup, and resources connect to transform conversations into a customer service, sales, marketing, or support operation.
Offer automated support that encourages sales while being able to identify when the customer needs specialized human support, maintaining service quality and facilitating the purchase process. WhatsPlaid assistant configuration with five stages, commercial tone, product suggestions, mandatory email capture for leads, and specific rules for transfer to human support in critical situations, along with clear instructions on payments and course access.
How this operation works on WhatsApp.
Follow the steps used by the company and understand where AI, data, and the team come into the journey.
Next steps of this operation.
Importance of combining automation with human support for a better experience
Need for clear rules for transfer in specific cases
Value of qualified lead capture for commercial strategies
Effectiveness of a commercial and persuasive tone in WhatsApp sales
Monitor assistant performance, adjust transfer rules based on user feedback, and explore integration with other platforms to expand support and sales channels.
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.