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Customer service automation for businesses

Organize triage, answers, CRM and follow-up with WhatsApp, chatbots and AI connected to your sales process.

  • Automatic screening and routing by rules
  • Integration with CRM and payment methods
  • Metrics from conversation to the next sales step
Illustrated flow that qualifies conversations, preserves context, registers in the CRM and forwards the service.

Solutions

Conversations that turn into sales: from the first contact to billing.

Triage and recurring answers

Qualification, frequently asked questions and context gathering before human assistance.

WhatsApp Business Platform

Templates, notifications and customer service aligned with channel permissions and policies.

CRM/ERP integrations

Create opportunity, update status and reconcile orders automatically.

After-sales and retention

Automatic follow-ups, NPS and cart recovery.

How we implement

  1. Diagnosis

    We map journeys, questions, exceptions, owners and current metrics.

  2. Playbooks

    We design scripts and messages with identity and compliance.

  3. Pilot

    Implementation of prioritized cutting, validation and training.

  4. Evolution

    We review metrics, exceptions and new integrations in prioritized cycles.

Why Quantum9

A clear next step

We build around the journey, the owner and the expected outcome at each stage.

Compliance and LGPD

Consent and responsible use of data in each flow.

Measurable learning

Pilot with defined events to evaluate adoption, quality and conversion.

Traceable integration

Events, owners and failures remain visible across the channel and the systems involved.

Technologies we use

  • WhatsApp Business Platform
  • Meta Cloud API
  • Zenvia/Twilio
  • HubSpot/Pipedrive
  • APIs and webhooks
  • Node.js

FAQ

Answer your questions about commercial automation, service and integrations.

Talk about your service

Triage, recurring answers, data collection, notifications, task creation and CRM updates, provided rules and exceptions are defined.

Shall we activate your conversational channel?

Request a free diagnosis and receive a deployment plan.

Customer Service Automation for Businesses | Quantum9