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.
Objective and result: 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.
How Intercredit Eje S.A.S. structured this operation on WhatsApp.
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 strategy of Leads 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 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 the flow of Leads works on WhatsApp.
Follow the steps used by the company and understand where AI, data, and the team come into the journey.
Next steps of this operation.
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 structure a similar operation on WhatsApp?
Use this case as a reference to combine AI agents, company data, automations, and human control according to your operation's goal.