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Integrated sales and support assistant via WhatsApp: the Angosmartlock case

Angosmartlock set up an assistant for sales and human support with automatic lead capture and a knowledge base.

SaaS and technical support Human support Leads Base de Conhecimento WhatsApp Sales automation

Purpose and outcome: Improved contact qualification and smoother customer service, with human support efficiently engaged in critical situations.

How Angosmartlock structured this operation on WhatsApp.

Angolan technology company aiming to improve sales and support via WhatsApp. Increase sales through WhatsApp and ensure efficient human support when needed.

Assistant configured to capture and qualify leads automatically by requesting email, suggest products persuasively, and transfer to human support in cases of explicit request, dissatisfaction, technical questions, or lack of response. Queries local knowledge base to answer questions.

01 Automatic capture and qualification of leads
02 Human support triggered by multiple triggers
03 Email notifications for internal team
04 Quick lookup of the local knowledge base

The strategy of Human support 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 effective sales via WhatsApp with human support available for complex cases, maintaining quality and speed in support. Assistant setup with lead modules for automatic qualification, human support with clear transfer rules and notifications, and a local knowledge base for agile support.

How the flow of Human support works on WhatsApp.

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

01
The assistant initiates commercial conversations with a persuasive tone Entry point of the journey configured by the company.
02
Request email for automatic lead qualification Step connected to the objective and the conversation history.
03
Suggests products when appropriate during the conversation Step connected to the objective and the conversation history.
04
Transfers to human support in cases of explicit request, dissatisfaction, technical questions, or lack of response Step connected to the objective and the conversation history.
05
Consult local knowledge base to answer frequently asked questions Step connected to the objective and the conversation history.

Next steps for this operation.

Importance of clear triggers for transfer to human support

Automatic lead capture value for efficient qualification

Usefulness of the local knowledge base to speed up responses

Need for notifications so the team can keep track of interactions

Monitor the assistant's performance, adjust human support triggers, and expand integrations with other tools to optimize sales and support.

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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