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WhatsApp assistant optimizes orders and customer service for artisanal panzerottis: the Panzi case

Panzi implemented an assistant on WhatsApp to manage orders and inquiries, ensuring fast and accurate support within the defined zones and hours.

Restaurants and delivery WhatsApp Human support Online orders Automation Panzerottis

Purpose and outcome: Assistant capable of serving customers in a friendly, consultative manner, facilitating the completion of accurate, full orders via WhatsApp, reducing the need for human intervention and increasing customer satisfaction.

How Panzi structured this operation on WhatsApp.

Panzi is a Colombian business specializing in the sale of artisanal panzerottis, with customer service and orders handled primarily via WhatsApp, focusing on deliveries to specific areas and at set times. Facilitate the sales and customer service process via WhatsApp, ensuring orders are placed correctly and questions are answered with official information.

The assistant answers questions about the menu, prices, combos, hours and delivery zones, collects complete order information in a few steps, checks delivery coverage, presents a final summary for confirmation and hands over to human support according to configured rules.

01 Fast, friendly support via WhatsApp
02 Accurate, official information about products and prices
03 Simplified, consolidated order process for speed
04 Clear order confirmation before checkout

The strategy of Human support applied to the company's objective.

See how challenge, setup, and features connect to transform conversations into a customer service, sales, marketing, or support operation.

Ensure the assistant responds only with official information, avoiding inventing prices, zones or times, and that the ordering process is fast and clear for the customer while respecting business constraints. Detailed assistant configuration to use only official catalog data and service rules, group questions for order collection, validate zones and schedules, and define triggers to hand off to human support when necessary.

How the flow of Human support works on WhatsApp.

Follow the steps used by the company and understand where AI, data, and the team fit into the journey.

01
The customer initiates contact via WhatsApp Entry point of the journey configured by the company.
02
The assistant answers questions about the menu and terms Step connected to the objective and the conversation history.
03
Collects complete order information in up to two steps Step connected to the objective and the conversation history.
04
Checks if the address is within the coverage area Step connected to the objective and the conversation history.
05
Shows order summary for confirmation Step connected to the objective and the conversation history.
06
Confirm the order only after explicit customer approval Step connected to the objective and the conversation history.
07
Escalates to human support when necessary Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of using only official information to avoid errors

Efficiency in grouping questions to speed up the process

Need for clear rules for transfer to human support

Value of friendly, consultative communication for the customer

Monitor the assistant's performance for possible adjustments, expand the base of official information as the business evolves, and explore future integrations to further optimize the ordering and support process.

Want to set up a similar operation on your company's WhatsApp Business?

Use this use case as a reference to combine AI agents, company data, automations, and human oversight according to your operation's goals.

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