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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.

Financial services Assistente Virtual Sales Consultant After-sales Support WhatsApp Atendimento Automático

Summary: Faster and more efficient support, with qualified automatic responses and human support available when necessary, improving the customer experience.

A feature connected to the customer's real routine.

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.

01 24/7 automated support
02 Professional and direct responses
03 Consulta de produtos e pedidos
04 Integrated post-sale support

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.

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 it works for the customer.

The page translates the usage flow into a clear public narrative, without the feel of an internal manual.

01
Customer interacts via WhatsApp with the assistant The company quickly understands where AI fits into the journey.
02
Assistant responds to inquiries and interprets media sent The stage maintains support, sales, or service connected to the conversation history.
03
Consults products and order information in e-commerce The stage maintains support, sales, or service connected to the conversation history.
04
Forwards to human support when necessary The stage maintains support, sales, or service connected to the conversation history.

Next steps of the setup.

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 apply AI in your company's WhatsApp?

Whatsplaid structures chatbot, support, leads, internal tickets, knowledge base, and integrations for the brand's real operation.

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