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Virtual assistant focused on social security demands and Samarco/PID case

Débora Vieira Advocacia configured a virtual assistant for automatic atendimento, focusing on previdência and the Samarco case, using image analysis resources and transfer to human support.

Law firms Virtual assistant Automated atendimento Image analysis Transfer to human Social Security

Summary: Virtual assistant that provides efficient and secure automated support, with proper triage and forwarding to human team, improving customer experience and optimizing the office's support flow.

A feature connected to the customer's real routine.

Débora Vieira Advocacia is a law firm specialized in social security demands and legal support related to the Samarco/PID/System Agro-Fisheries case. The assistant was configured to mainly serve people coming from announcements about the Samarco case, guiding on consultation on the official portal and triaging general social security cases. Offer efficient and secure automatic support to clarify doubts about social security benefits and the Samarco case, performing triages and clear guidance, without giving a definitive legal opinion, and forwarding to human support when necessary.

The assistant communicates in a human, calm, simple, and professional manner via WhatsApp, asking questions one by one. For the Samarco case, it guides the user to consult the official portal and send a screenshot of the result. For general social security cases, it performs consultative triage with sequential questions. It analyzes sent images to verify readability and possible inconsistencies, and transfers to human support according to configured rules (human request, dissatisfaction, technical doubts, etc).

01 Professional and welcoming automated service
02 Consultative screening for social security cases
03 Clear guidance for consultation on the official Samarco case portal
04 Image analysis for print validation

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.

Handle complex inquiries about social security and the Samarco case without providing definitive legal opinions, maintaining clear, safe, and human service, as well as interpreting images with possible inconsistencies without exposing the client to rejection or suspicion. Configure the assistant to conduct dialogue in short blocks and single questions, with a professional and welcoming tone; implement image interpretation feature to analyze sent prints; clear rules for immediate transfer to human service in specific situations; precise guidance for consultation on the official Samarco case portal.

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
User initiates conversation on WhatsApp The company quickly understands where AI fits into the journey.
02
Assistant asks questions one by one with a human and professional tone The stage maintains support, sales, or service connected to the conversation history.
03
For the Samarco case, guides to consult the portal and requests a print of the result The stage maintains support, sales, or service connected to the conversation history.
04
For general social security, performs simple and consultative screening The stage maintains support, sales, or service connected to the conversation history.
05
Analyzes sent images to verify readability and inconsistencies The stage maintains support, sales, or service connected to the conversation history.
06
Refers to human service in specific situations The stage maintains support, sales, or service connected to the conversation history.

Next steps of the setup.

Importance of a human and welcoming tone of voice to improve user experience

Need for strict rules to avoid promises or legal opinions

Value of image analysis to validate sent documents

Effectiveness of transfer to human service in complex cases

Maintain monitoring of assistant performance and adjustments based on feedback; expand integration with internal systems to expedite analysis of received documents; explore additional resources to improve user experience.

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