WhatsApp assistant optimizes support and service at Master Consórcios
Master Consórcios implemented an automatic assistant on WhatsApp for professional atendimento, with transition to human when necessary.
Objective and result: Faster and more efficient support, with qualified automatic responses and human support available when necessary, improving the customer experience.
How Master Consórcios structured this operation on WhatsApp.
Master Consórcios operates in the consortium segment, a financial service that requires swift and accurate support to clarify doubts and assist in sales and post-sale support. Implement automatic WhatsApp support to respond to customer inquiries professionally and directly, with escalation to human support in specific situations.
The virtual assistant automatically responds to customer inquiries via WhatsApp, interprets images, audios, and links sent, checks e-commerce products, and provides order and delivery information. It has rules for transfer to human support when the customer requests or shows dissatisfaction.
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.
Respond quickly and accurately to inquiries and demands of customers in the consortium segment, maintaining quality support and facilitating post-sale assistance. Configure virtual assistant with a professional and direct tone, activate features for product consultation and support, and establish transfer rules to human support when needed.
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 human handoff
Benefit of integrating multiple modules for complete support
Value of the professional tone for the financial segment
Monitor the assistant's performance and adjust configurations to expand automation and customer satisfaction, as well as explore additional integrations.
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.