Assistant configured to boost sales and support via WhatsApp
Ufip Business School adopted WhatsPlaid assistant for sales and service via WhatsApp, integrating sales consultant, post-sale support, and human assistance features.
Objective and result: Improvement in customer experience during the purchase and support process, with effective automated service and the possibility of escalation to human support as needed.
How Ufip Business School structured this operation on WhatsApp.
Ufip Business School is a private trade school and professional training center in France, focusing on vocational courses in alternating format, from BTS level to Bac+5, emphasizing employability and individualized student support. Boost course sales and provide efficient support via WhatsApp, facilitating the purchase process and clarifying doubts.
The assistant operates on WhatsApp with a commercial and persuasive tone, suggesting products when relevant, querying products from the school's Wix e-commerce, offering post-sale support, and transferring to human support when requested or signs of dissatisfaction or technical issues are identified.
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.
Efficiently and personally serve potential students and clients via WhatsApp, ensuring qualified sales and agile support, without losing the proximity and individualized follow-up that the school values. Implementation of the WhatsPlaid assistant with modules configured for sales, post-sale support, and human support, with clear rules for transfer when necessary, maintaining a commercial and persuasive tone and integrating with the school's Wix e-commerce.
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.
Next steps of this operation.
Importance of clear rules for transfer to human support
Value of persuasive tone to increase commercial engagement
Benefit of integration with e-commerce platform for product consultation
Need for multiple modules to cover sales and support
Evaluate the integration of new functionalities such as event scheduling automation and personalized student follow-up, as well as continuously monitor and adjust human support rules to optimize the experience.
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.