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Efficient automated support with human assistance at Facilitypay

Facilitypay set up the Whatsplaid assistant for automated support via WhatsApp, focusing on answering questions and providing human support when necessary.

SaaS and technical support Automated support WhatsApp Multimedia interpretation Suporte humano Ticketing system

Purpose and outcome: Faster, more organized support with efficient automated responses and human assistance triggered only when needed, improving the customer experience and optimizing support team resources.

How Facilitypay structured this operation on WhatsApp.

Facilitypay operates in the SaaS and technical support segment, aiming to automate customer service via WhatsApp to answer questions and manage support tickets efficiently. Automate customer service to respond to frequent questions and ensure human support in situations that require internal analysis or when the customer is dissatisfied.

The Whatsplaid assistant operates on WhatsApp with a professional and direct tone, interpreting images, audio, and links sent by customers. It collects essential data such as email and phone number for registration and uses rules to route to human support in cases of explicit request, dissatisfaction, technical issues, or questions not answered automatically. In addition, it integrates a ticketing system for email notifications and sending summaries of interactions.

01 Efficient automated support
02 Image, audio and link interpretation
03 Mandatory collection of essential data
04 Automatic transfer to human support when necessary

The strategy of Multimodal AI applied to the company's objective.

See how challenge, setup, and features connect to transform conversations into a customer service, sales, marketing, or support operation.

Ensure an efficient automated service that answers common questions and correctly identifies when a customer requires human support, maintaining quality and professionalism in WhatsApp contact. Configure the assistant with multimedia capabilities to interpret complex messages, mandatory data collection, clear rules for escalation to human agents, and integration with the ticketing system for tracking and notification of interactions.

How the flow of Multimodal AI works on WhatsApp.

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

01
Customer sends message via WhatsApp Entry point of the journey configured by the company.
02
Assistant interprets media and answers questions automatically Step connected to the objective and the conversation history.
03
Collects email and phone number for registration Step connected to the objective and the conversation history.
04
Triggers initiate transfer to human support in specific cases Step connected to the objective and the conversation history.
05
Ticketing system notifies the team and sends a support summary Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of clear rules for escalation to human support

Value of essential data collection for service management

Benefits of multimedia interpretation for better understanding of requests

Need for integration with a ticketing system for efficient tracking

Evaluate expanding the assistant's capabilities to include automated special-trade execution and internal analysis, as well as integrating new data sources to enrich automated responses.

Want to set up a similar operation on your company's WhatsApp Business?

Use this use case as a reference to combine AI agents, company data, automations, and human oversight according to your operation's goals.

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