Assistant configured to boost sales and support via WhatsApp
Ufip Business School adopted the WhatsPlaid assistant for sales and customer service via WhatsApp, integrating features for sales consulting, post-sale support, and human assistance.
Purpose and outcome: Improvement of the customer experience during the purchase and support process, with effective automated service and the ability to escalate to human assistance as needed.
How Ufip Business School structured this operation on WhatsApp.
Ufip Business School is a private business school and vocational training center in France, specializing in alternating work-study professional programs from BTS to Bac+5 levels, emphasizing employability and individualized student support. Boost course sales and provide efficient support via WhatsApp, facilitating the purchasing process and resolving inquiries.
The assistant operates on WhatsApp with a commercial and persuasive tone, suggesting products when relevant, performing product queries from the school's Wix e-commerce, providing after-sales support, and transferring to human assistance when requested or when signs of dissatisfaction or technical issues are detected.
The strategy of Sales Consultant 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.
Efficiently and personally serve prospective students and customers via WhatsApp, ensuring qualified sales and prompt support without losing the closeness and individualized follow-up the school values. Implementation of the WhatsPlaid assistant with modules configured for sales, post‑sales support and human assistance, with clear rules for handover when necessary, maintaining a commercial and persuasive tone and integrating with the school's Wix e‑commerce.
How the flow of Sales Consultant works on WhatsApp.
Follow the steps used by the company and understand where AI, data, and the team fit into the journey.
Next steps for this operation.
Importance of clear rules for escalation to human support
Persuasive tone value to increase commercial engagement
Benefit of integration with e-commerce platform for product lookup
Need for multiple modules to cover sales and support
Evaluate integrating new features such as automated event scheduling and personalized student follow-up, and continuously monitor and adjust human support rules to optimize the experience.
Want to set up a similar operation on WhatsApp?
Use this use case as a reference to combine AI agents, company data, automations, and human oversight according to your operation's goals.