WhatsApp

Sarah includes an AI assistant integrated with WhatsApp that allows your customers to query products, place orders, and get support directly from WhatsApp.

Features

• 🤖 AI Assistant: Responds to queries using artificial intelligence
• 📦 Product Queries: Customers can search products by name or code
• 🛒 Order Creation: Customers can build orders directly via WhatsApp
• 📊 Data Access: Assistant can query sales, products, stock, etc.
• 🎯 Multi-company: Supports customers who are contacts of multiple companies
• 💬 Conversation Context: Maintains context from previous conversations

Enabling in Sarah

1. Log in to Sarah.
2. Go to Settings > Integrations > WhatsApp and complete the steps shown in the app.
3. Under Company, set the WhatsApp number linked to the assistant when the screen asks for it.

If you need the channel enabled or a number linked, contact Sarah support with your account details.

Functionalities

Product Queries

Customers can search products:

Query examples:

• "Do you have product X?"
• "I'm looking for code 12345"
• "How much does product Y cost?"
• "Do you have stock of Z?"

Assistant response:

Yes, we have [Product X] available.
Price: $1,500.00
Stock: 10 units
Code: ABC-001

Order Creation

Customers can build orders directly:

Conversation example:

Customer: I want 2 units of product ABC-001
Assistant: Perfect, I added 2 units of [Product] to your order.
          Partial total: $3,000.00
          Would you like to add anything else?

Customer: No, that's all
Assistant: Your order is ready:
          - 2x [Product] = $3,000.00
          Total: $3,000.00
          Do you confirm the order?

Sales Queries

Customers can query their sales:

Examples:

• "What are my latest purchases?"
• "How much did I spend this month?"
• "Do I have any pending sale?"

Support

Assistant can help with problems:

Example:

Customer: I have a problem with my order
Assistant: I'm sorry to hear that. Could you tell me more details?
          [Assistant tries to help based on the situation]

User Types

Company Owners

If the WhatsApp number matches the one you configured in Sarah as your company's assistant number:

• Full access to company data
• Can query sales, products, stock, etc.

Registered Contacts

If the number belongs to a contact in your account:

• Can query products from companies where they're a contact
• Can create orders
• If contact of multiple companies, can choose which one to interact with

Selection example:

Assistant: I see you're a contact of several companies:
          1. Company A
          2. Company B
          Which one do you want to talk to today?

Prospects

If number is not registered:

• Receives general information about Sarah
• Can be converted to contact
• No access to specific data

Privacy

• Each company only sees its own information through the assistant.
• Contacts only access what is linked to their business relationship with you.

Troubleshooting

Messages don't arrive or the channel doesn't respond

1. Confirm the integration is active under Settings > Integrations > WhatsApp.
2. Check the assistant number under Company is correct.
3. If it persists, contact support with approximate time and a test number (avoid sharing unnecessary sensitive data).

Assistant doesn't respond correctly

1. Verify the person is saved as a contact with suitable permissions.
2. Check the contact is linked to the company they're trying to reach.
3. If it still fails, contact Sarah support.

Orders don't create

1. The person must be a registered contact.
2. Products must exist and, where applicable, have available stock per your settings.

Best Practices

1. Register contacts: Keep your contact list in Sarah up to date
2. Keep products updated: Assistant queries data in real time
3. Review conversations: Monitor conversations to improve
4. Define support paths: Make sure your team knows how to handle customer inquiries

Support

If you need help:

1. Check integration status and company/contact data in Sarah
2. Contact Sarah support with issue details and your account information