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Efficient lead qualification for personalized steel: the Letras En Acero case

Letras En Acero uses the Whatsplaid assistant to qualify leads with friendly, consultative service, focusing on personalization and quality.

Physical stores and retail Sales Consultant Lead qualification Consultative support Personalization

Purpose and outcome: Improvement in the lead qualification process, with efficient and personalized service, making commercial contact easier and facilitating the offer of suitable solutions.

How Letters In Steel structured this operation on WhatsApp.

Letras En Acero is a company specialized in manufacturing custom steel letters, serving businesses, architects, and designers with products for signage, decoration, and visual communication. Support is provided mainly online, by email and phone. Qualify leads to facilitate commercial contact and offer personalized steel letter solutions, improving the customer experience.

The assistant operates in five stages with a friendly, consultative tone, answering customer questions and qualifying leads. Human support is engaged when the customer requests it, shows dissatisfaction, asks for special negotiation, or poses questions that require internal analysis.

01 Lead qualification
02 Consultative support
03 Escalation to human support
04 Contact personalization

The strategy of AI for sales 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.

Ensure effective lead qualification in a segment that requires personalized service and technical knowledge about steel products for signage and visual communication. Configure the Whatsplaid assistant to answer questions, qualify leads in five steps, and escalate complex cases to human support while maintaining a consultative and friendly tone.

How the flow of AI for sales works on WhatsApp.

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

01
Assistant works in five steps to qualify leads Entry point of the journey configured by the company.
02
Answer questions with a friendly, consultative tone Step connected to the objective and the conversation history.
03
Forward to human support in specific cases Step connected to the objective and the conversation history.
04
Focus on personalization and quality of service Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of a consultative tone for qualification

Need for clear rules for transfer to human support

Value of personalization in service for technical segments

Assess future integration with additional channels and CRM tools to expand support and tracking of qualified leads.

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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