Customer service automation with AI
WhatsApp support, orders, tickets and surveys: Workix replies in seconds and escalates to a person only what needs one.
Use cases
What Workix automates in Customer service
Start with one and add the rest on the same platform, with the same data.
01
WhatsApp help desk
Replies in seconds, diagnoses every case with the customer's data and escalates only the exceptions.
How it works
- 1Use an authorized knowledge base.
- 2Request the information needed to understand inquiries.
- 3Hand off to an agent when human intervention is needed.
What your team gets
Contextual responses with an escalation path.
WhatsApp · TK-5120
ExampleCustomer
My order arrived incomplete.
Workix
I found your order #4471. Could you send a photo?
02
Order status and returns
Looks up the order in your systems, updates the customer and handles exchanges and returns.
How it works
- 1Identify orders using customer information.
- 2Check status in connected systems.
- 3Communicate updates and route issues to owners.
What your team gets
Customers informed about order progress.
WhatsApp · Order #4471
ExampleCustomer
Where is my order?
Workix
Out for delivery. It arrives today before 6.
03
Classified, prioritized tickets
Creates the ticket, classifies it, assigns it to the right team and warns before its response time runs out.
How it works
- 1Classify requests by subject and urgency.
- 2Assign owners and record response times.
- 3Escalate outstanding items and confirm closure with customers.
What your team gets
Tickets with priority, owners and history.
Ticket · TK-5121
ExampleWorkix
Billing, high priority. Assigned to Laura.
04
Up-to-date customer history
Records every conversation and its resolution in the customer's history, with no data entry by the agent.
How it works
- 1Link messages and requests to customers.
- 2Prepare summaries of previous exchanges.
- 3Share context with authorized agents.
What your team gets
Agents can continue the conversation.
Customer · Mariana T.
ExampleWorkix
Case closed: $1,480 refund and reshipment. Recorded in her history.
05
Satisfaction surveys
Asks when each case closes, measures satisfaction and alerts you when a customer is unhappy.
How it works
- 1Send surveys after service.
- 2Group feedback and dissatisfaction signals.
- 3Assign follow-up to cases needing attention.
What your team gets
Feedback turned into follow-up tasks.
WhatsApp · Survey
ExampleWorkix
How would you rate the service?
Customer
5 out of 5.
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