Focused on sales via WhatsApp with professional and direct service
Scale configured the assistant for sales via WhatsApp, with objective responses and routing to human support according to specific rules.
Summary: Improvement in the efficiency of WhatsApp support with quick and qualified responses, increased lead capture, and guaranteed human support in critical situations, optimizing the sales process.
A feature connected to the customer's real routine.
Scale is an all-in-one CRM platform that offers integrated marketing, sales, and multichannel support solutions to drive business growth, including centralization of conversations on WhatsApp, Facebook, and Instagram. Increase sales through the WhatsApp channel by providing quick and professional responses to customer inquiries and ensuring human support in situations that require analysis or special negotiation.
The assistant responds to inquiries with a professional and direct tone, captures leads by requesting the email during the conversation, consults the local knowledge base for support in responses, and follows rules for transfer to human support when the customer requests, shows dissatisfaction, requests a special negotiation, or asks questions that require internal analysis.
The project transforms conversation into an operational process.
The case shows the objective, module used, and experience created on WhatsApp, without relying on internal metrics.
Ensure efficient and professional support via WhatsApp, maintaining response quality and correctly identifying when to transfer to human support, without missing sales opportunities. Configure the assistant to answer inquiries with a professional tone, automatically capture emails for lead qualification, consult the local knowledge base for response support, and set transfer rules for human support in specific cases.
How it works for the customer.
The page translates the usage flow into a clear public narrative, without the feel of an internal manual.
Next steps of the setup.
Importance of clear rules for transfer to human support
Value of automatic lead capture for qualification
Benefit of using a local knowledge base for accurate responses
Efficiency of a professional and direct tone for sales via WhatsApp
Evaluate expanding the assistant to other integrated channels on the platform, improve the knowledge base with constant updates, and implement satisfaction analyses for continuous support adjustments.
Want to apply AI in your company's WhatsApp?
Whatsplaid structures chatbot, support, leads, internal tickets, knowledge base, and integrations for the brand's real operation.