Assistant configured to extract essential lead data focusing on qualification
Children's football school uses an assistant to capture and organize data of guardians and students without interacting with clients.
Summary: The assistant operates exclusively in data extraction and organization, facilitating lead qualification for the school team, without direct interaction with clients.
A feature connected to the customer's real routine.
Children's football school affiliated with Sport Club Internacional, offering classes for children and teenagers with a focus on sports development and athlete training. The target audience is parents and guardians interested in enrolling their children. Qualify leads by capturing essential data to facilitate the enrollment process without direct interaction of the assistant with clients.
The assistant was configured to automatically extract and organize the full name and CPF of the guardian, full name and CPF of the student, as well as the student's date of birth, from received messages, without responding or interacting with users.
The project transforms conversation into an operational process.
The case shows the objective, module used, and experience created on WhatsApp, without relying on internal metrics.
Capture and organize essential data automatically during conversations without the assistant interacting or responding to clients, respecting the school's policy. Configure the assistant to only identify and structure requested information (names, CPFs, and date of birth) without sending messages, using the Leads feature with configured questions for minimum qualification, such as collecting email.
How it works for the customer.
The page translates the usage flow into a clear public narrative, without the feel of an internal manual.
Next steps of the setup.
Assistants can be configured to operate exclusively in data extraction without interaction
Importance of respecting the client's specific communication policies
Lead qualification can be effective even without automatic responses
Configuring triggers for human assistance is essential for exceptional cases
Evaluate future integration with internal systems to automate the enrollment process and expand data capture according to the school's needs.
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