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Friendly assistant that simplifies shopping and connects to human support via WhatsApp: the Orla case

Orla set up an assistant with a sales consultant and human customer support to improve e-commerce support.

E-commerce Sales Consultant Atendimento Humano WhatsApp WPPMarketing Assistente Virtual

Purpose and outcome: Improved customer support with efficient automated assistance and the option for prompt human support when needed, providing a better shopping experience.

How Orla structured this operation on WhatsApp.

Orla is a Brazilian online store that sells products and uses the WPPMarketing platform for its e-commerce. It provides friendly, consultative automated support to answer questions and assist customers during purchase, with an option to transfer to human support in specific cases.

The assistant acts as a sales consultant, answering questions and helping users navigate the e-commerce site. When the customer requests human support, expresses dissatisfaction, asks for a special negotiation, or poses questions that require internal review, the system transfers the conversation to an agent via WhatsApp. Triggers are configured for this transfer, email notifications, and sending summaries of the conversations.

01 Friendly, consultative automated support
02 Assistance with product inquiries and the purchase process
03 Efficient transfer to human support via WhatsApp
04 Email notifications for support team

The strategy of AI for sales 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 efficient, personalized customer service in an e‑commerce environment by combining automation with human support for cases that require greater attention. Implement a virtual assistant with a sales consultant for questions and assistance, and a human support module via WhatsApp triggered by specific events, with notifications and ticket control.

How the flow of AI for sales works on WhatsApp.

Follow the steps used by the company and understand where AI, data, and the team fit into the journey.

01
Assistant answers questions and helps with navigating the e-commerce site Entry point of the journey configured by the company.
02
Configured triggers detect requests for human support, dissatisfaction, technical questions, or unanswered queries Step connected to the objective and the conversation history.
03
Conversation is transferred to human support via WhatsApp in these cases Step connected to the objective and the conversation history.
04
System sends notifications and conversation summaries to the team Step connected to the objective and the conversation history.
05
Human support verifies the customer and manages tickets as needed Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of defining clear triggers for escalation to human support

Friendly, consultative tone value to enhance the customer experience

Benefits of integration with popular channels like WhatsApp

Need for notifications and summaries for monitoring and tracking support/services

Monitor assistant performance and adjust triggers and responses to further optimize the customer experience and support efficiency.

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.

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