Professional automated support for inquiries and inspection and certification support
Worklift configured an automated assistant focused on professional and direct service for questions, with clear rules for escalation to humans.
Objective and result: Improvement in customer service with quick and accurate responses to common questions, ensuring qualified human support in situations that require analysis, optimizing resources and customer satisfaction.
How Worklift structured this operation on WhatsApp.
Worklift is an Argentine company with over 18 years of experience in inspection, certification, auditing, and consulting in lifting equipment and road machinery, with presence in various regions of Argentina and Latin America. Automate customer service to respond to inquiries professionally and directly, ensuring transfer to human support in situations that require analysis or special negotiation.
The assistant is configured to operate on the WhatsApp channel, with a professional and direct tone, responding only to inquiries. It has rules for transfer to human support when requested by the client, shows dissatisfaction, requests a special negotiation, or asks questions that require internal analysis. Configurations include email notifications, sending service summaries, and pausing the chat during ticket creation.
The strategy of Automated atendimento 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.
Efficiently serve clients with technical and specific inquiries in inspection and certification services, ensuring quality support and human assistance when necessary, without overloading the team. Virtual assistant configured to respond to inquiries, with a professional tone, active WhatsApp channel, clear rules for human transfer in cases of dissatisfaction, special requests, or complex issues, as well as notifications and summaries for the support team.
How the flow of Automated atendimento 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 human transfer
Professional and direct tone value for the technical segment
Benefits of using notifications and summaries for the team
Need to adapt the assistant to the specialized audience
Evaluate the expansion of the assistant to other channels and integrate additional functionalities such as sales and advanced technical support, as well as continuously monitor performance for fine-tuning.
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.