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Commercial automation and human support for specialized dental aesthetics courses: the Omiestudio Online case

Omiestudio Online configured the Whatsplaid assistant to boost sales and provide personalized support via WhatsApp, combining automation with human assistance.

Education and courses Human support Leads Commercial automation WhatsApp Dental aesthetics

Purpose and outcome: Improved customer experience throughout the purchase and support journey via WhatsApp, with efficient automation and human assistance available for complex cases, making it easier to purchase online courses and receive post-sale support.

How Omiestudio Online structured this operation on WhatsApp.

Omiestudio Online is a Colombian website that offers online courses specialized in dental aesthetics, featuring a variety of pre-recorded courses and an online store for related products. Payments are accepted by credit card, debit card and PayPal. The company sought to improve sales and support via WhatsApp. Increase sales of online courses and provide efficient customer support through WhatsApp, with human assistance available when needed.

The assistant has been configured to operate in five stages, with a commercial and persuasive tone, suggesting products when appropriate. It includes automatic lead capture with a mandatory email question, and clear rules for escalation to human support when the customer requests it, shows dissatisfaction, asks for special negotiation, or asks questions that require internal review.

01 Ease of purchasing online courses
02 Persuasive, personalized sales support
03 Human support available for complex questions
04 Qualified capture of leads for future actions

The strategy of Human support 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.

Provide an automated service that encourages sales while also identifying when the customer needs specialized human support, maintaining service quality and streamlining the purchasing process. Configuration of the Whatsplaid assistant with five steps, a commercial tone, product suggestions, mandatory email capture for leads, and specific rules for escalation to human support in critical situations, plus clear guidance on payments and access to courses.

How the flow of Human support works on WhatsApp.

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

01
Assistant operates in five conversation stages Entry point of the journey configured by the company.
02
Commercial and persuasive tone to suggest courses Step connected to the objective and the conversation history.
03
Required question for lead email capture Step connected to the objective and the conversation history.
04
Rules set for transfer to human support Step connected to the objective and the conversation history.
05
Automated guidance on payments and access Step connected to the objective and the conversation history.

Next steps for this operation.

The importance of combining automation with human support for a better experience

Need for clear rules for transfers in specific cases

Qualified lead capture value for commercial strategies

Effectiveness of a persuasive and commercial tone in WhatsApp sales

Monitor the assistant's performance, adjust transfer rules based on user feedback, and explore integration with other platforms to expand support and sales channels.

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.

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