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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.

Education and courses Leads Lead qualification WhatsApp Data extraction Children's football school

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.

01 Automatic extraction of essential data
02 Efficient lead qualification
03 Avoids automatic interaction with clients
04 Structured organization of collected information

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.

01
The assistant identifies and extracts personal data from received messages The company quickly understands where AI fits into the journey.
02
Does not respond or interact with clients The stage maintains support, sales, or service connected to the conversation history.
03
Uses configured questions for minimum qualification, such as email collection The stage maintains support, sales, or service connected to the conversation history.
04
Organizes information for later use by the school team The stage maintains support, sales, or service connected to the conversation history.

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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