Distribution
Distributor with sales via WhatsApp
Situation: Customers ask about availability, price and delivery. Quotes are prepared manually and many remain untracked.
Possible pilot: query capture, classification by product type, draft quote and follow-up reminders.
Indicators: first response, quotes prepared, follow-ups carried out, opportunities open.
Human control: Special prices, discounts and credit go through human approval.
Healthcare
Clinic with high volume of questions
Situation: Patients ask about hours, location, preparation, services and appointments.
Possible pilot: assistant for general information, basic data collection and appointment request.
Indicators: Appointment requests, frequent queries answered, escalated cases, response time.
Human control: AI does not give medical diagnoses or clinical recommendations.
Courteous
Logistics company with scattered requests
Situation: Clients ask about status, documents, requirements and delivery times.
Possible pilot: flow to log requests, collect data, query basic status, and escalate complex cases.
Indicators: registered requests, update time, pending documents, escalated cases.
Human control: Delivery commitments, costs and exceptions are validated with the responsible team.
Sales
Real estate with WhatsApp and Facebook
Situation: Interested parties ask about price, location, requirements and visits. They are not always qualified.
Possible pilot: Initial qualification by budget, area, type of property, urgency and visit schedule.
Indicators: qualified leads, requested visits, opportunities without responsibility, first response time.
Human control: Negotiations, approvals and commercial decisions remain with the advisor.
Tourism
Hotel or tour operator
Situation: Inquiries about availability, packages, rates, schedules and changes arrive after hours.
Possible pilot: assistant for frequently asked questions, reservation details and delivery of requests to the team.
Indicators: registered requests, response time, follow-ups carried out, potential reservations.
Human control: Special changes, refunds and sensitive conditions are escalated to one person.
Industrial
industrial maintenance service
Situation: Clients report failures with incomplete information and the team wastes time requesting basic data.
Possible pilot: flow through WhatsApp to collect information, classify urgency and create summary for operations.
Indicators: complete requests, registration time, emergencies detected, jobs with follow-up.
Human control: Technical diagnoses, final costs and service promises are validated by one person.