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Efficient and professional automatic service via WhatsApp

hosinan configured an assistant on WhatsApp for automatic atendimento, with features for image mediation and intelligent forwarding to human atendimento.

SaaS and technical support Automated atendimento WhatsApp Media interpretation Handoff to human support

Objective and result: Assistant configured for efficient automatic service, capable of answering questions and forwarding complex cases to human support, ensuring professionalism and agility.

How hosinan structured this operation on WhatsApp.

hosinan, a Brazilian company in the SaaS and technical support segment, sought to automate customer service via WhatsApp to answer questions professionally and objectively. Implement a virtual assistant for automatic service, capable of interpreting sent media and forwarding to human support when necessary.

The assistant operates on WhatsApp with a professional and direct tone, automatically answers questions, interprets images, audios, and links sent by customers, and uses rules to transfer to human support in cases of explicit requests, dissatisfaction, special negotiations, or issues requiring internal analysis. Also collects mandatory email for contact and notifies the team via email in critical situations.

01 Professional and direct automated support
02 Interpretation of images, audios, and links sent
03 Intelligent forwarding to human support
04 Mandatory collection of email for contact

The strategy of Imagens, audios e links 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.

Configure an efficient and professional automatic service via WhatsApp that can handle different media types and ensure proper transfer to human support when necessary. Implementation of an assistant with features for interpreting images, audios, and links, setting up mandatory email collection, rules for handoff to human support in specific cases, and email notifications to the team.

How the flow of Imagens, audios e links works on WhatsApp.

Follow the steps used by the company and understand where AI, data, and the team come into the journey.

01
Customer initiates service via WhatsApp Entry point of the journey configured by the company.
02
Assistant automatically responds questions with a professional tone Step connected to the goal and conversation history.
03
Interprets media sent for better understanding Step connected to the goal and conversation history.
04
Collects mandatory email for contact Step connected to the goal and conversation history.
05
Forward to human support in cases of request, dissatisfaction or complex issues Step connected to the goal and conversation history.
06
Team receives notifications and summary via email Step connected to the goal and conversation history.

Next steps of this operation.

Importance of clear rules for transfer to human support

Value of media interpretation resource to enrich automated support

Need to collect essential information for support continuity

Benefits of email notifications for support team

Evaluate integration with internal systems to expand analysis and negotiation capacity, as well as to extend the assistant's resources to other communication platforms.

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.

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