Customer service automation · 2026
A WhatsApp bot that handles customer service, collects payments and organizes financial data for one of Family Capital's products.
One person, one spreadsheet, hundreds of clients.
Before this project, one person handled customer service for this Family Capital product entirely by hand. Client data, payment status and upcoming installments lived in a spreadsheet. Every question, every payment reminder and every receipt depended on someone reviewing it and entering it manually, leaving no room to scale or to have a reliable, real time source of data.
An assistant that also collects.
We built a WhatsApp bot that answers customers' frequent questions and also sends automatic payment and late payment reminders. The bot reads the receipts clients send through chat and uploads them to the database for a person to verify, with no manual transcription involved. On top of that we built a reliable source of data on clients, payment status and upcoming installments, something that did not exist before. Family Capital's team went from running everything off a spreadsheet to a system that handles service, collections and data on its own.
This customer service assistant lets us focus on less repetitive tasks and keep an excellent level of service. — Ignacio Dellepiane, Financial advisor at Family Capital