Solutions

Solutions and services

Every solution starts from the reality of the operation: first we understand the journey, then we apply technology where it creates value. We do not work with closed packages or guaranteed-result promises.

01

Customer 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
02

Design 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
03

CRM 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
04

Official 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
05

Customer 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
06

Intelligence 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
07

Instagram 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.

08

Conversation 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
09

Customer 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
10

Reporting 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
11

Integration 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
12

Support 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