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Success stories · Retail · Telecommunications

An AI agent that answers WhatsApp and moves the credit check forward

In operation since October 2026
For confidentiality we do not name the client.
[0.1] The problem

Sales reps answered the same thing all day

Most sales started on WhatsApp: price, availability, nearest store, how to finance the phone. Reps answered the same questions over and over, and at peak hours customers waited or left.

Financing a phone required a credit check on the lender's portal. Someone had to log in, check the status of every application and tell the customer, one at a time.

[0.2] How we solved it

The agent answers, the robot checks and the rep closes

  1. /01

    AI agent on WhatsApp

    Answers prices, availability and stores; understands voice notes and hands the conversation to a rep when needed.

  2. /02

    Inbox and CRM

    The rep sees the full conversation, the AI's summary and the urgency, and picks up where the agent left off.

  3. /03

    Credit-check robot

    Checks every application's status in the lender's system on its own and notifies customer and rep when it changes.

  4. /04

    Automatic follow-up

    Reminders to customers who left the process halfway and alerts for the team.

[0.3] Results
1.000+Customers served in five weeks
9 de 10Conversations with no rep involved
27.000+Automatic credit checks
500+Credit applications started

Figures taken from the systems in operation as of November 13, 2026.

What we built

Next case: Contracts All cases
  1. 1WhatsApp AI agent
  2. 2Voice-note transcription
  3. 3Inbox and CRM
  4. 4Lookup robot
  5. 5Alerts

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