AI automation
We connect forms, messaging and tools to organize contacts and reduce repetitive tasks. Where it makes sense, we use AI to support responses and process information, with clear rules and handoff points for your team.
What we do
We choose channels and tools to suit your operations. The project can combine these areas, with deliverables defined before implementation.
We organize frequently asked questions, menus and routing in WhatsApp, Instagram or website chat. Responses reflect your business context, with clear ways to reach a person.
We configure assistants to consult approved information, understand requests and support responses. We define what they can do, what they should ask and when they need to stop the flow and call your team.
We structure your CRM, the system that brings customers and deals together, with stages, owners and useful fields. Data received through connected channels can populate records and support continued service.
We prepare email sequences and messages triggered by a defined action or stage. These can include welcome messages, guidance after a purchase and reminders, respecting contact permissions and each channel's rules.
We connect website forms, spreadsheets and customer service tools to reduce repeated data entry. We assess what each system supports and agree on which information will be sent, received and updated.
We assign responsibility for each stage, test common situations and monitor where flows stop. The work can include team guidance and workflow reviews based on actual use.
A PRACTICAL EXAMPLE
This is a sample configuration. The actual stages are defined around your business routine.
The channel receives the message and identifies the subject that needs attention.
Short questions collect only the necessary data and clarify the request.
The information is recorded with the stage and owner defined in the process.
A team member receives the conversation history and handles anything that needs analysis or a decision.
The next messages depend on the responses received. When the workflow cannot resolve the request, the person can move to human support.
How it works
Deliverables, responsibilities and review points are agreed before we begin.
We identify recurring questions, manual tasks, channels and tools used by your business.
We organize messages, rules, data and handoff points for your team to review.
We connect the chosen tools and check responses, records and routing.
We provide guidance and agree on how to monitor the system and request adjustments.
Frequently asked questions
Vero4 plans and implements the automation. We can use SendPulse and compatible integrations, depending on the project's needs. The proposal lists implementation services, any subscriptions and channel usage costs separately.
The workflow is designed to support customer service and repetitive tasks. Your team remains responsible for decisions, negotiations and situations that require judgment. We define from the start when a conversation should be handed over to a person.
No. Simple rules can handle records, reminders and routing. We use AI when it helps understand requests or consult information, always with limits and testing suited to the project.
We begin by assessing your channels, spreadsheets and systems. Integration depends on the features and access available. If a tool needs to be replaced or purchased, we include that requirement in the proposal.
The proposal separates Vero4's work from any subscription and usage fees. These costs depend on the platform, channels and expected volume. You receive this breakdown before implementation.
Let’s talk
Tell us how things work today. We will assess where to start and what needs to stay in your team's hands.
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