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use case / E-commerce

From a question on Instagram to post-sales on WhatsApp without losing context

An e-commerce operation handles questions about products, sizing, exchanges, tracking and post-sales across different channels. During campaigns and high-volume dates, sales and support can get mixed up and the customer ends up repeating what they already explained.

01 / the challenge

When context
gets scattered.

An e-commerce operation handles questions about products, sizing, exchanges, tracking and post-sales across different channels. During campaigns and high-volume dates, sales and support can get mixed up and the customer ends up repeating what they already explained.

Without an organized operation, the team wastes time trying to understand the history, transfers conversations without context and asks again for information that was already in the conversation.

02 / the solution

The flow gains
continuity.

agents2.me separates Sales from Post-sales into queues, classifies tracking, exchange and product questions with tags and speeds up recurring replies with Quick Replies. The merge between Instagram and WhatsApp consolidates the journey. Ad tracking ties the conversation to the ad it came from, the conversation becomes an opportunity in the pipeline, and the charge template (PIX, boleto or payment link) shows the payment card right in WhatsApp. Campaigns with A/B testing decide which message wins.

InstagramSalesWhatsAppPost-sales
03 / achieved benefits

More clarity at
every step.

01Separate Sales and Post-sales queues.
02Source ad recorded on the conversation and the opportunity.
03Pipeline opportunities, created straight from the Inbox.
04Charge template (PIX, boleto or payment link) in WhatsApp.
05Campaigns with A/B testing and a defined winner.
06Less rework and less repetition for the customer.
04 / example in practice

One journey.
Several steps.

flow in context

A customer clicks an Instagram ad, lands on WhatsApp and asks whether an item comes in another size. The conversation already carries the source ad and the team creates the opportunity without leaving the Inbox. Once the order is agreed, the charge goes out as a template (PIX, boleto or payment link). Days later, tracking reaches Post-sales, which sees product and order without rebuilding the conversation. On another date, an A/B-tested campaign re-engages past buyers.

05 / highlight

From ad to charge, the customer speaks once — and the team follows the journey with context.