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Most common use cases
Vanessa Galeano avatar
Written by Vanessa Galeano
Updated over 2 years ago

Onboarding

Simplify the user onboarding process. Create personalized conversations in minutes to facilitate your user interactions through WhatsApp:

  • Fast setup and deploy.

  • Verify your users’ identity or their background.

  • Increase your conversion rates.

  • Reduce response times.

Industry: Fintechs, Proptechs

Conversation: Inbound

Flows: Terms & Conditions > Doc + Face > OTP validator

Added value: reduce dropoff of your users by allowing them to do the onboarding on a familiar channel, such as WhastApp > Return to the onboarding process.

Features:

  • Validators expiration time: max 30min

  • Re-engagement: max 15min

  • Process expiration time: max 2h

Re-engagement

Use messaging in WhatsApp to grow interactions with your bank or fintech, re-engage customers and verify the ID of possible customers or employees with our no-code flow builder.

  • Re-engage users after drop-off and offer them the product they are interested in, right on WhatsApp.

  • Give them the ability to finish the onboarding process and sales of your financial product, in the app that 80% of Latin Americans use.

Industry: Fintechs, Proptechs

Conversation: Outbound

Flows: Terms & Conditions > Doc + Face > OTP validator

Added value: recover lost leads using WhatsApp chatbots.

Features:

  • Validators expiration time: max 30min

  • Re-engagement: max 15min

  • Process expiration time: max 2h

Marketing

Increase your Sales and Marketing results. Optimize your sales cycles and marketing campaigns using WhatsApp:

  • Automate your lead acquisition process.

  • Simplify your sales processes.

  • Create inbound and outbound marketing campaigns.

  • Send appointment reminders, promotions and manage secure purchasing processes.

Industry: Fintechs, Edtechs

Conversation: Notification

Flows: N/A

Added value: reach more people and convert more users.

Feature: Outbound Parameters

Direct Selling

Build interactive onboarding and engage with your sales team via WhatsApp. Give them the guidance they need to succeed selling your product.

Boost communication with your sales consultants.

  • Notify them at the right time about new catalogs, offers and promotions to improve your sales possibilities.

  • Send alerts, update offers and promotions in real time to increase sales and expand reach.

  • Increase interaction with your sales consultants with personalized messages: greetings, sales quota, KPIs and new catalog alerts.

Industry: Direct Selling, Edtech

Conversation: Outbound

Flows: Open/Button questions

Added value: successful communication with your partners, keeping them updated.

Features:

  • Media in custom messages

  • Process expiration time: max 18h

Agent redirection

Automate your customer support. Design customized chatbots for your web, app or WhatsApp line to improve your customer support:

  • Automate your customers’ FAQ to save time and reduce operating costs.

  • Create a personalized customer service/support experience.

  • Allow your agents to take over the conversation at any time.

Industry: All

Conversation: Inbound/Outbound

Flows: Custom questions >> Validators >> Agent

Added value: improve your Customer Service using Whatsapp Agent (Zendesk/HubSpot/Salesforce > TruAgent).

Feature: Agent redirection

Logistics

Multiply your customers, users or allies in your logistics and transportation services through WhastApp. Keep your users informed of their order status:

  • Give visibility to your users of their order status in real time.

  • Provide security and confidence to your customers through WhatsApp.

  • Automate your customer service and frequently asked questions with personalized chatbots on WhatsApp.

Industry: Delivery, Last Mile, B2B

Conversation: Inbound/Outbound

Flows: Custom questions

Added value: allow your users to track their orders in real time.

Feature: API external connection

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