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Assistant configured for sales and support via WhatsApp

A iN2 configured its assistant for sales via WhatsApp, automating responses and qualifying leads with a commercial focus.

SaaS and technical support Leads Human support Sales automation WhatsApp Intelligent assistant

Summary: Configured assistant that automates lead qualification and commercial support via WhatsApp, optimizing processes and improving the customer experience.

A feature connected to the customer's real routine.

iN2 develops proprietary platforms for acquisition, relationship management, and sales growth in retail and e-commerce, serving over 2,000 clients with solutions that automate communication and sales. Automate sales via WhatsApp, respond to commercial inquiries, and qualify leads to increase efficiency and conversion.

The assistant was configured with a commercial and persuasive tone, responding only to sales-related inquiries. It uses questions to qualify leads, such as identifying the customer's main need. Transfer rules to human support are triggered when the customer requests human assistance, shows dissatisfaction, asks for a special negotiation, or asks questions that require internal analysis.

01 Commercial support automation
02 Automatic lead qualification
03 Efficient transfer to human support
04 Quick and commercial responses via WhatsApp

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.

Ensure the assistant efficiently serves customers via WhatsApp, qualifying leads and maintaining the commercial experience without overloading human support. Configure the assistant to respond to commercial inquiries, qualify leads with specific questions, and transfer to human support according to defined rules, ensuring personalized service when necessary.

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
Assistant responds to commercial inquiries with a persuasive tone The company quickly understands where AI fits into the journey.
02
Automatically asks questions to qualify leads The stage maintains support, sales, or service connected to the conversation history.
03
Transfers to human support according to specific rules The stage maintains support, sales, or service connected to the conversation history.
04
Provides important information such as hours and policies The stage maintains support, sales, or service connected to the conversation history.

Next steps of the setup.

Importance of clear rules for transfer to human support

Value of the commercial tone for sales via WhatsApp

Efficiency of automatic lead qualification in the customer journey

Possible expansion of the configuration to include integrations with CRM systems and follow-up automation, as well as enhancing the knowledge base for more comprehensive responses.

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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