Assistant configured for sales and support via WhatsApp: the iN2 case
iN2 has configured your sales assistant for WhatsApp, automating responses and qualifying leads with a commercial focus.
Purpose and outcome: Configured assistant that automates lead qualification and commercial customer service via WhatsApp, streamlining processes and improving the customer experience.
How iN2 structured this operation on WhatsApp.
iN2 develops its own platforms for customer acquisition, relationship management, and sales growth in retail and e-commerce, serving more than 2,000 customers with solutions that automate communication and sales. Automate sales via WhatsApp, respond to commercial inquiries, and qualify leads to increase service efficiency and conversion.
The assistant has been 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 primary need. Escalation rules for human support are triggered when the customer requests human assistance, expresses dissatisfaction, asks for special negotiation, or poses questions that require internal analysis.
The strategy of Lead capture and qualification 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 the assistant efficiently serves customers via WhatsApp by qualifying leads and preserving the commercial experience without overburdening human support. Configure the assistant to answer commercial inquiries, qualify leads using specific questions, and escalate to human support according to defined rules, ensuring personalized service when needed.
How the flow of Lead capture and qualification 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
Commercial tone value for sales via WhatsApp
Effectiveness 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 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.