AUTOMATION · CUSTOMER SERVICE

A WhatsApp AI agent with clear boundaries.

Organize recurring questions and initial triage without leaving customers stranded when a conversation needs a person.

STARTING POINT

Understand the process before choosing the tool.

The project starts with the customer service routine: what can be answered, what information is needed and when the team takes over. An agent needs reliable content, boundaries and a way to escalate exceptions.

One possible workflow receives an initial question, identifies the service of interest and routes the conversation to the responsible team. Bookings, prices and commitments only enter the scope when reliable rules and integrations support them.

SCOPE

What we assess in the project.

Knowledge base

Organization of approved information about services, hours and processes. The agent must operate within that scope.

Human handoff

Definition of topics and situations that require the team, with a clear option for customers to request human support.

Assessed integrations

Connection to scheduling, CRM or other tools when technically feasible and access is authorized.

Validation and maintenance

Testing real questions, reviewing answers and assigning responsibility for content updates.

HOW WE WORK

A clearly defined first workflow.

Define boundaries

Choose an initial process and define what the agent can and cannot do.

Prepare

Organize approved content and design the handoff to human support.

Test

Validate answers, exceptions, out-of-scope requests and integration behavior.

Evolve

Monitor unanswered questions and review the workflow with the team.

FREQUENTLY ASKED QUESTIONS

Before getting started.

Does AI replace the entire customer service team?

The project focuses on defined tasks. Negotiations, exceptions and sensitive decisions need human owners.

Can the agent give incorrect answers?

Yes. That is why the scope includes boundaries, tests, approved content and escalation when an answer is unreliable.

Which costs are included in the proposal?

Besides implementation, there may be charges for messaging, the platform, the AI model and maintenance. Choices and costs depend on volume and the approved workflow.

Do I need to grant access to all data?

No. We assess which data the workflow needs and which permissions should be granted. Collection should be limited to the purpose of the interaction.

KEEP EXPLORING

Let's think through your project.

Tell us what you need to solve. The conversation starts with your goal, your audience and what needs to work.

Discuss a project