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Assistant configured for consultative support and class scheduling: the Monica Sa Idiomas case

Monica Sa Idiomas implemented a virtual assistant for automated customer service and product recommendations with a friendly tone.

Education and courses Automated support Chatbot WhatsApp Wix Class scheduling

Purpose and outcome: Improved customer experience with fast, consultative support that makes contacting and scheduling trial lessons easier, while optimizing the school's service workflow.

How Monica Sa Languages structured this operation on WhatsApp.

Monica Sa Idiomas is a language school that offers courses focused on practical teaching and personalized service, aiming to make student contact and enrollment easier. Automate customer support with a friendly assistant that suggests products and schedules trial lessons, improving the user experience and optimizing support.

The assistant uses a friendly, consultative tone, asks whether the customer would like to schedule a trial lesson, informs about the required materials (computer, notebook, and pen) and the service hours (8:00–22:00). It suggests products when relevant and transfers to human support in cases of dissatisfaction, requests for special negotiation, or questions that require internal review.

01 24/7 automated support
02 Simplified scheduling for trial lessons
03 Relevant product suggestions
04 Escalate to human support when necessary

The strategy of Customer service automation 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.

Provide efficient, personalized support for prospective students, streamlining class scheduling and answering questions without overloading the human team. Implement a virtual assistant with automated support features, explicit rules for transferring to a human agent, and clear communication about the trial class process and required materials.

How the flow of Customer service automation works on WhatsApp.

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

01
The assistant converses in a friendly, consultative manner Entry point of the journey configured by the company.
02
Question about interest in a trial lesson Step connected to the objective and the conversation history.
03
Inform the materials required for the class Step connected to the objective and the conversation history.
04
Suggest courses and products based on context Step connected to the objective and the conversation history.
05
Transfers to human support in specific cases Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of clear rules for escalation to human support

Consultative tone value for customer engagement

Benefit of integration with popular channels such as WhatsApp

Need to inform practical details to the client (materials, schedules)

Evaluate expanding the assistant's integrations and features to include more educational resources and personalized student tracking.

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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