Assistant configured to qualify leads and route customers for credit and real estate: the Intercredit Eje S.A.S. case
Intercredit Eje S.A.S. implemented the Whatsplaid assistant to qualify leads, profile credit and real estate needs, and route them to human support when necessary.
Purpose and outcome: Assistant capable of automatically qualifying leads, profiling specific needs, responding to inquiries in a consultative manner, and routing customers to human support according to rules, optimizing the commercial and support 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 libranza loans, as well as life and vehicle insurance. The company serves customers nationwide and sought to automate lead qualification and initial customer service. Qualify prospects (leads), profile their specific needs for loans and real estate, answer questions in a friendly and consultative manner, and route to human support when necessary.
The assistant starts the conversation naturally, identifies whether the customer is seeking credit or property, and follows specific flows for each case. For credits, it asks whether the customer is an employee or self-employed and requests documents according to their profile. For properties, it asks the desired type and immediately directs the customer to a human advisor. It answers common questions and transfers to human support according to configured rules.
The strategy of Lead capture and qualification 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.
Automate the qualification of complex leads across multiple financial and real estate services while maintaining a consultative, professional approach, and ensure efficient routing to human assistance when needed. Configure the Whatsplaid assistant with specific flows for identifying interest in credit or property, mandatory profiling questions, segmented document requests, short and clear responses, and transfer-to-human rules triggered by various conditions. Integrate with Wix for product lookup and use multiple modules for full support.
How the flow of Lead capture and qualification works on WhatsApp.
Follow the steps used by the company and understand where AI, data, and the team fit into the journey.
Next steps for this operation.
Importance of clear, segmented flows for different service types
Need to maintain a consultative tone and avoid robotic responses
Transfer rule values for well-defined human-assisted handling
Benefit of the integration with e-commerce platforms for product lookup
Monitor the assistant's performance, adjust workflows based on user feedback, expand integration with internal systems, and explore new features for after-sales support and personalized consulting.
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