Assistant configured for sales and specialized customer service in electronic security
Ecuadorian electronic security company uses WhatsPlaid assistant for sales via WhatsApp and technical support.
Objective and result: Improvement in managing customer service via WhatsApp, with efficient human support and lead qualification, contributing to the professionalization of the sales process and technical support.
How Edison Daniel Iñiguez structured this operation on WhatsApp.
Ecuadorian company dedicated to the installation and maintenance of electronic security systems for residences, businesses, and commercial establishments, focusing on protecting people, assets, and information. Facilitating and increasing sales through WhatsApp, as well as providing professional service and efficient technical support.
The assistant operates with a professional and direct tone, suggests products when appropriate, and transfers the conversation to human support in cases of request, dissatisfaction, special negotiation, or questions that require internal analysis. Captures and qualifies leads by requesting email. Uses the knowledge base module for internal inquiries.
The strategy of Human support applied to the company's goal.
See how challenge, setup, and resources connect to transform conversations into a customer service, sales, marketing, or support operation.
Handle complex customer demands that require technical analysis and negotiation, maintaining agility in WhatsApp support and ensuring quality in assistance. Implements the human support module with clear rules for transfer, a ticket system for organizing support, and automatic lead capture for qualification. Configures the assistant to suggest products and answer basic questions with a professional tone.
How the flow of Human support 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 clear rules for transfer to human support
Value of automatic lead qualification for sales
Benefit of using a knowledge base for technical support
Need for a professional tone for clients in the electronic security segment
Monitor the performance of the assistant and human support for fine-tuning, expand the knowledge base, and explore future integrations for advanced automation.
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