Salary-backed loans

Prepare on WhatsApp the requests for sale of the fifth.

A simple path to distinguish employees and pensioners, collect first information and fix the contact without tracking messages.

Consultant during an information interview on the sale of the fifth
Less repeated questions. More time for counseling.
  • 01Employee or pensioner
  • 02Existence and availability
  • 03Call agreed
WhatsApp Assistant for Sale of the Fifth

Preliminary collection for the sale of the fifth, with a clear human passage.

The requests for sale of the fifth often start from campaigns and all arrive together. The first exchange must distinguish the stated profile, explain what will happen after and bring the person to a consultant without presenting automation as a financial decision.

Leady’s WhatsApp path can differentiate employees and pensioners, collect the company’s preliminary data and prepare a call. Feasibility, economic conditions and documentary checks remain to the qualified professional.

Cases of use

What you can arrange for the sale of the fifth.

When channel and flow are active, people receive an automated response even out of time. The team finds the historian and knows where to start.

01

High volume campaigns

It manages the simultaneous arrival of several contacts and maintains separate source, consent and historical of the single request.

02

Profile paths

Adapt the initial questions to the stated profile without turning the answers into automatic approval.

03

Revision of doubtful cases

Inconsistencies, sensitive questions or missing information stop the flow and generate a request for human control.

Operating result

The team opens the request and knows where to start.

01

Suitable path

The dialogue changes according to the profile stated by the person.

02

Human passage

The doubtful or delicate cases are stopped and entrusted to an operator.

03

Tracked consent

The origin of the contact and the information on the consent remain associated with the request.

The path

From the first message to the next step.

Employee or pensionerWhatsApp now
Active Assistant
Hi! How can I help you?Existence and availabilityCall agreed
Next organized stepThe team sees information and expiry
  1. 1

    Answer

    Accepts contact while interest is still high.

  2. 2

    Boxing

    Collects the preliminary information provided.

  3. 3

    Delivery

    Create the contact with summary and historical.

Human control and limits

Leady organizes. People decide.

The dialogue is informative and commercial. Feasibility, conditions and documents are verified by a qualified professional.

Learn security and data processing
Frequently asked questions

Common Dubbis on Leady for Ccession of the fifth.

Read all frequently asked questions

No. You may collect a preference or show approved information, but the final proposal remains to the consultant.

Yes, with separate routes configured by your company.

Yes. The team can take the contact when they want or when a rule requires human control.

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Let's see a typical case of the fifth.

In demo we use invented information, we confiscate a service and show what the team receives.

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