Assistant configured to qualify leads and direct clients in credits and real estate.
Intercredit Eje S.A.S. implemented a WhatsPlaid assistant to qualify leads, profile credit and real estate needs, and direct to human support when necessary.
Summary: Capable assistant to automatically qualify leads, profile specific needs, answer questions in a consultative manner, and direct clients to human support according to rules, optimizing the commercial and customer service process of Intercredit Eje S.A.S.
A feature connected to the customer's real routine.
Intercredit Eje S.A.S. operates in the real estate, financial, and insurance sectors in Colombia, offering property sales, mortgage, consumer, vehicle, and payroll credits, as well as life and vehicle insurance. The company serves nationwide and sought to automate lead qualification and initial customer service. Qualify prospects (leads), profile their specific needs in credits and real estate, answer questions in a friendly and consultative manner, and direct to human support when necessary.
The assistant starts the conversation naturally, identifies whether the client is seeking credit or real estate, and follows specific flows for each case. For credits, asks if the client is employed or independent and requests documents accordingly. For real estate, asks for the desired type and immediately directs to a human advisor. Answers common questions and transfers to human support according to configured rules.
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.
Automate complex lead qualification across multiple financial and real estate services, maintaining a consultative and professional support, and ensuring efficient routing to human support when necessary. Configure the WhatsPlaid assistant with specific flows to identify interest in credit or real estate, mandatory questions for profiling, segmented document requests, short and clear responses, and transfer rules to human support activated by various triggers. Integration with Wix for product consultation and use of multiple modules for comprehensive support.
How it works for the customer.
The page translates the usage flow into a clear public narrative, without the feel of an internal manual.
Next steps of the setup.
Importance of clear and segmented flows for different service types
Need to maintain a consultative tone and avoid robotic responses
Value of well-defined transfer rules to human support
Benefit of integration with e-commerce platforms for product consultation
Monitor assistant performance, adjust flows based on user feedback, expand integration with internal systems, and explore new features for post-sale support and personalized consulting.
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.