Assistant configured to extract essential lead data focusing on qualification
Children's football school uses an assistant to capture and organize data of guardians and students without interacting with clients.
Objective and result: The assistant operates exclusively in data extraction and organization, facilitating lead qualification for the school team, without direct interaction with clients.
How Amanda Búrigo Ludvig structured this operation on WhatsApp.
Children's football school affiliated with Sport Club Internacional, offering classes for children and teenagers with a focus on sports development and athlete training. The target audience is parents and guardians interested in enrolling their children. Qualify leads by capturing essential data to facilitate the enrollment process without direct interaction of the assistant with clients.
The assistant was configured to automatically extract and organize the full name and CPF of the guardian, full name and CPF of the student, as well as the student's date of birth, from received messages, without responding or interacting with users.
The strategy of Leads 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.
Capture and organize essential data automatically during conversations without the assistant interacting or responding to clients, respecting the school's policy. Configure the assistant to only identify and structure requested information (names, CPFs, and date of birth) without sending messages, using the Leads feature with configured questions for minimum qualification, such as collecting email.
How the flow of Leads 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.
Assistants can be configured to operate exclusively in data extraction without interaction
Importance of respecting the client's specific communication policies
Lead qualification can be effective even without automatic responses
Configuring triggers for human assistance is essential for exceptional cases
Evaluate future integration with internal systems to automate the enrollment process and expand data capture according to the school's needs.
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Use this case as a reference to combine AI agents, company data, automations, and human control according to your operation's goal.