01Customer Journey Diagnosis
We analyze channels, processes, team, conversations, data and touchpoints to identify bottlenecks, losses, friction and opportunities along the journey.
- Problem it solves
- The company sees lost customers and rework but does not know exactly where in the journey it happens.
- How MaySource.AI works
- We map channels, real conversations, processes, responsibilities, data and systems, comparing the team's view with the experience actually lived by the customer.
- Benefits
- A clear view of where the journey loses customers
- Priorities defined by impact
- An objective basis for technology decisions
02Design of the Operation and the Ideal Journey
We structure stages, responsibilities, SLAs, business rules, communication triggers and critical moments to turn the journey into a clear, executable process.
- Problem it solves
- Everyone works differently, there is no response standard and critical moments have no owner.
- How MaySource.AI works
- We design the ideal journey stage by stage, with owners, deadlines, triggers, communication and documented business rules.
- Benefits
- A predictable, repeatable operation
- Consistent service standards
- Less dependence on improvisation
03CRM Implementation and Structuring
We design and configure the CRM according to the company's operation, including pipeline, sales stages, customer records, tasks, automations, follow-up and indicators.
- Problem it solves
- The CRM exists but does not reflect the real operation, so it is neither used nor trusted.
- How MaySource.AI works
- We configure pipeline, stages, fields, tasks, automations and dashboards based on the designed journey, with training on how to use it.
- Benefits
- A CRM the team actually uses
- Centralized history and context
- Reliable indicators
04Official WhatsApp Integration through Meta
We connect official WhatsApp to the service operation and to the CRM, centralizing conversations, history, organization and journey continuity.
- Problem it solves
- Conversations scattered across personal phones, with no history, no control and no continuity.
- How MaySource.AI works
- We structure the connection of official WhatsApp to the service platform and the CRM, with queues, owners and interaction records.
- Benefits
- Complete history per customer
- Continuity even when the agent changes
- Organization and traceability
05Customer Service Intelligence
We implement artificial intelligence agents to serve, qualify, guide and lead customers according to the rules and hours defined by the company, working together with human service.
- Problem it solves
- Slow first response, no coverage outside business hours and repetitive questions consuming the team.
- How MaySource.AI works
- We configure agents with rules, tone of voice, limits and escalation to the human team at the right moments.
- Benefits
- Immediate and consistent response
- Qualification before human contact
- A team focused on what requires judgment
06Intelligence Support for the Team
The team can consult the service intelligence to receive response suggestions, commercial guidance and support in specific journey situations.
- Problem it solves
- New or overloaded professionals with no immediate support to handle difficult conversations.
- How MaySource.AI works
- We provide a support layer trained on the company's rules, services and arguments, available for consultation during service.
- Benefits
- A shorter learning curve
- Aligned messaging across the team
- Support in critical situations
07Instagram Service and Interaction Automation
MaySource.AI implements solutions to monitor comments, respond to interactions and start conversations through Direct in an automated way, connecting Instagram to the company's commercial journey. The solution can identify keywords, reply to comments, send information by private message and record the contact in the service flow.
- Problem it solves
- Interest generated on Instagram is lost among unanswered comments and messages.
- How MaySource.AI works
- We implement keyword monitoring, comment replies, information delivery by private message and registration of the contact in the service flow.
- Benefits
- Fewer opportunities lost on social
- Fast response to interactions
- A connection between content and the commercial operation
Available features depend on the applicable permissions, policies and approvals of Meta platforms.
08Conversation History Analysis
We analyze real conversations to identify response times, reasons for loss, recurring questions, handling failures, commercial opportunities and improvement points.
- Problem it solves
- The company does not know why leads stall or what happens inside the conversations.
- How MaySource.AI works
- We review representative samples of conversations, classifying patterns, objections, friction and opportunities.
- Benefits
- Identified reasons for loss
- Adjusted scripts and arguments
- A basis for team training
09Customer Service and Sales Training
Customized training on journey, customer service, commercial handling, CRM usage, processes, sales techniques and responsible use of technology.
- Problem it solves
- The process is designed and the technology installed, but the team does not change the way it works.
- How MaySource.AI works
- We run training built on the company's real operation, using examples from its own conversations and its own CRM.
- Benefits
- Real adoption of the new routines
- More confident commercial handling
- Correct use of technology
10Reporting and Sales Performance
We structure indicators and reports to track the funnel, response time, conversion, losses, productivity and the evolution of the operation.
- Problem it solves
- Decisions made on perception, without reliable numbers about the operation.
- How MaySource.AI works
- We define relevant indicators, organize data sources and build dashboards and review routines.
- Benefits
- Funnel visibility
- Productivity monitoring
- Data-driven decisions
11Integration between Marketing, Sales and Service
We connect the acquisition strategy to the process that receives, serves, follows up and converts the lead, reducing the distance between marketing and results.
- Problem it solves
- Media investment without clear return because leads are not properly received or followed up.
- How MaySource.AI works
- We connect lead source, customer service, CRM and commercial follow-up into a single measurable flow.
- Benefits
- Traceability from source to closing
- Less noise between areas
- Better use of the investment
12Support and Continuous Evolution
We follow the operation, analyze results and make strategic adjustments so that processes, team and technology evolve along with the business.
- Problem it solves
- Projects that work at first and deteriorate as teams, services and demand change.
- How MaySource.AI works
- We maintain follow-up cycles, indicator reviews and adjustments to processes, automations and agents.
- Benefits
- An operation that keeps up with growth
- Corrections before they become losses
- Sustained continuous improvement