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WhatsPlaid assistant optimizes sales and support at Serper store

Serper integrated the WhatsPlaid assistant for automated customer service, sales consulting, and post-sale support on the Nuvemshop platform.

E-commerce Sales Consultant After-sales Support WhatsApp Nuvemshop Atendimento Automático

Objective and result: Improve the customer experience with efficient automated service, accessible after-sales support, and a simplified purchase process, while retaining the option for human assistance when needed.

How Serper structured this operation on WhatsApp.

Serper is an Argentine online store operating on the Nuvemshop platform, selling products online and seeking to improve customer service and support via WhatsApp. Automate customer service, simplify product browsing and purchasing, and provide efficient after-sales support while maintaining a professional, direct tone.

The assistant answers questions, helps customers during purchase by consulting the product catalog, collects essential checkout information (name, email, phone), and provides support for order and delivery inquiries. Human support is triggered in cases of dissatisfaction, special requests, or questions that require internal review.

01 24/7 automated support
02 Personalized sales consulting
03 Post-sale support for orders and deliveries
04 Ease of the checkout process

The strategy of Sales Consultant 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.

Ensure fast, complete service for e-commerce customers by balancing automation with human intervention in complex cases. Configure the WhatsPlaid assistant with active sales advisor and after-sales support modules, mandatory checkout data collection, clear rules for escalation to human agents, and integration with the Nuvemshop platform.

How the flow of Sales Consultant works on WhatsApp.

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

01
The customer interacts via WhatsApp with the assistant Entry point of the journey configured by the company.
02
The assistant answers questions and helps in product selection Step connected to the goal and conversation history.
03
At checkout, collect name, email, and phone as mandatory Step connected to the goal and conversation history.
04
Checks orders and delivery status in post-sale support Step connected to the goal and conversation history.
05
Escalates to human support in specific cases Step connected to the goal and conversation history.

Next steps of this operation.

Importance of collecting essential data to accelerate sales

Value of integrating sales consulting and after-sales support

Need for clear rules for transfer to human support

Effectiveness of a professional, direct tone for the e-commerce audience

Monitor assistant performance, adjust responses and flows based on customer feedback, and explore new integrations to expand capabilities.

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.

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