Accounting · Mexico
MC Soluciones Contables: so no client is left waiting on WhatsApp
An assistant that watches the firm's WhatsApp groups, alerts the team when a client is waiting and answers what is already documented.
The leak
The firm serves its clients in many WhatsApp groups. Questions got lost or were answered late, right around filing deadlines. The team couldn't watch every group at once and the owner had no daily view of what was happening.
What we built
- An alert to the team when a client's message gets no reply in time; if someone answers first, the alert is cancelled.
- AI answers when a client mentions the assistant, grounded in the group's context and the firm's approved knowledge base.
- A hand-off to a person when the AI is not sure.
- An end-of-day email summary on every working day, group by group.
- Connection monitoring and a switch to turn each group on or off.
Result
- to get the assistant running
- 2 weeks
- messages in its first 4 days
- 382
How we built it
A Cloudflare Workers service receives the messages and schedules the checks with Trigger.dev. Answers use OpenAI models with vector search over the firm's knowledge base in PostgreSQL, and the daily summary goes out by email with Resend.
Technology
- Cloudflare Workers
- PostgreSQL + pgvector
- Trigger.dev
- OpenAI
- Resend
Does your business have a similar leak?
Book a call and we will tell you how we would solve it in your case.