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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.

Financial services Automated atendimento Virtual assistant WhatsApp Support automation Consulting

Summary: 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.

A feature connected to the customer's real routine.

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.

01 Atendimento rápido e profissional
02 Accurate responses to common questions
03 Efficient transfer to human support when necessary
04 Notifications and summaries for better service management

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.

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 it works for the customer.

The page translates the usage flow into a clear public narrative, without the feel of an internal manual.

01
The customer initiates contact via WhatsApp The company quickly understands where AI fits into the journey.
02
The assistant responds to doubts with a professional and direct tone The stage maintains support, sales, or service connected to the conversation history.
03
Specific rules detect requests for human assistance, dissatisfaction, or complex issues The stage maintains support, sales, or service connected to the conversation history.
04
In these cases, the service is transferred to a human The stage maintains support, sales, or service connected to the conversation history.
05
Notifications and summaries are sent to the team to monitor the service The stage maintains support, sales, or service connected to the conversation history.

Next steps of the setup.

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 apply AI in your company's WhatsApp?

Whatsplaid structures chatbot, support, leads, internal tickets, knowledge base, and integrations for the brand's real operation.

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