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.
View caseClients using AI on WhatsApp with Whatsplaid.
Learn about operations that use AI chatbots, internal tickets, knowledge base, CRM, leads, and integrations to better serve through WhatsApp.
Stories with context: each case shows the resource used, the configured module, how it was applied, and the benefits the operation sought.
Intercredit Eje S.A.S.
Financial services · Leads
Master Consórcios
Financial services · Sales Consultant
Master Consórcios implemented an automatic assistant on WhatsApp for professional atendimento, with transition to human when necessary.
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Worklift
Financial services · Automated atendimento
Worklift configured an automated assistant focused on professional and direct service for questions, with clear rules for escalation to humans.
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Cases help compare segments, modules, and usage methods before deciding how to structure AI on WhatsApp for your operation.