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Efficient automatic service with human support triggered by triggers.

D7produções configured a WhatsPlaid assistant for professional automatic atendimento, with integration of features for human escalation and ticket management.

SaaS Technical support Automated atendimento Ticket management. WhatsApp Media interpretation

Objective and result: Automated service with quick and professional responses, precise human support activation, improving efficiency and customer satisfaction.

How D7produções structured this operation on WhatsApp.

D7produções, a company in the SaaS and technical support segment, sought to automate its service to improve efficiency and ensure specialized support when necessary. Implemented automatic service with a professional and direct tone, capable of answering questions and forwarding to human assistance in specific situations.

The assistant was configured to automatically respond to customer questions via WhatsApp, interpreting images, audios, and links sent. The system collects essential information such as email and uses triggers for human escalation, including explicit requests, dissatisfaction, requests for special negotiation, or questions requiring internal analysis. Ticket management was integrated for email notifications, summary sending, and chat pause when necessary.

01 24/7 automated support
02 Quick and professional responses
03 Automatic escalation to human assistance.
04 Integrated ticket management.

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.

Automate service maintaining a professional and direct tone, without losing support quality, and ensure that complex situations are correctly forwarded to human assistance. Configure the assistant with media interpretation resources, mandatory data collection, triggers for human escalation, and integration with a ticket system for notification and control of service.

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.

01
The customer interacts via WhatsApp with the automated assistant. Entry point of the journey configured by the company.
02
The assistant responds to questions and interprets images, audios, and links. Step connected to the goal and conversation history.
03
Collect essential information such as email for registration Step connected to the goal and conversation history.
04
Triggers monitor requests for human assistance, dissatisfaction, and technical issues Step connected to the goal and conversation history.
05
When necessary, the service is paused, and the ticket is generated and notified via email Step connected to the goal and conversation history.
06
The customer receives a summary of the service and support confirmation Step connected to the goal and conversation history.

Next steps of this operation.

Importance of clear triggers for human escalation

Value of collecting essential information for efficient support

Efficiency of automated service combined with human intervention

Relevance of media interpretation for better understanding of demands

Evaluate the integration of new channels and expand the knowledge base to increase the assistant's autonomy, as well as continuously monitor escalation triggers to optimize the service flow.

Want to structure a similar operation on WhatsApp?

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