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.
Objective and result: Configured assistant that automates lead qualification and commercial support via WhatsApp, optimizing processes and improving the customer experience.
How the company structured its operation on WhatsApp.
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.
The strategy applied to achieve the goal.
See how challenge, setup, and resources connect to transform conversations into a customer service, sales, marketing, or support operation.
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 this operation 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.
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 structure a similar operation on WhatsApp?
Use this case as a reference to combine AI agents, company data, automations, and human control according to your operation's goal.