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Category · 14 cases

AI in customer service

Cases of AI in customer and patient support: WhatsApp replies, ticket triage, knowledge bases, scheduling and after-sale follow-up. The accounts that worked started small, with well-defined frequent questions and a human ready to step in when the AI does not know. See what each business automated, what it kept with people and a prompt to build the first version of your own support.

14 cases, 8 of them from Brazil, from newest to oldest. The tools cited most here are n8n, OpenAI, and Assistente de IA no WhatsApp. People who show up most in these accounts: developer, clinic manager, and consumer.

The cases

14 cases

Illustrative photo: Health sector01
Customer Service🇳🇬 Nigeria

Clinic automates appeals of health insurance claim denials

An n8n workflow pulls the patient record when a claim is denied and AI drafts the appeal using the clinical data.

Clinic Managern8nIA generativa
X · via agentusecases.aiSee prompt →
Illustrative photo: Retail sector02
Customer Service🇺🇸 United States

Requesting an exchange for defective clothing from a photo

A photo of the torn pants, a receipt found in Gmail and an email to the store, ready to review.

ConsumerClaude Cowork
Blog · via agentusecases.aiSee prompt →
Illustrative photo: Insurance sector03
Customer Service🇺🇸 United States

Agent navigates the insurer's phone menu until it finds a human

To change a policy, the user had the agent make the call and transfer only once a representative was available.

ConsumerMeta Muse
News · via agentusecases.aiSee prompt →
Illustrative photo: Services/Technology sector04
Customer Service🌐 International

Support triage with draft replies for review

A five-node workflow classifies each email, rates its urgency, summarizes it and writes a reply for a human to approve.

Customer Service AgentSupport Managern8nOpenAI
Forum · via agentusecases.aiSee prompt →
Illustrative photo: Automotive sector05
Customer Service🇬🇧 United Kingdom

British car dealer group automates its customer service SMS

Stellantis &You UK closes out messages that need no action and flags unhappy customers.

Customer Service ManagerMakeOpenAI
Blog · via agentusecases.aiSee prompt →
Illustrative photo: Telecom sector06
Customer Service🇨🇦 Canada

TELUS analyzes every call to fix problems before customers complain

The Canadian carrier anonymized conversations and used AI to find sentiment and root causes.

Customer Service ManagerGemini EnterpriseBigQuery
Engineering Blog · via agentusecases.aiSee prompt →
Illustrative photo: SMB sector07
Customer Service🇧🇷 Brazil

Stopping your WhatsApp agent from duplicating customers in the CRM

A post shows why agents write to the wrong record: accents, invisible characters and stylized names.

DeveloperCRM ManagerPythonLLMs
TabnewsSee prompt →
Illustrative photo: Services/Technology sector08
Customer Service🇧🇷 Brazil

Adding an assistant that answers only from your WordPress site's content

A dev published a plugin with RAG and Gemini in the official directory that prevents made-up answers.

DeveloperWebsite OwnerGeminiConvex
TabnewsSee prompt →
Illustrative photo: SMB sector09
Customer Service🇧🇷 Brazil

Building an AI WhatsApp bot for small businesses

A developer built a customer service SaaS with Next.js and Baileys to avoid the official API's fees.

DeveloperNext.jsBaileys
TabnewsSee prompt →
Illustrative photo: Industry sector10
Customer Service🇧🇷 Brazil

A family business answers leads with an AI agent on WhatsApp

A transformer factory in São José do Rio Preto deployed an agent to answer questions and collect the details needed for a quote.

Business OwnerSalespersonMeta Business Agent
BlogSee prompt →
Illustrative photo: Health sector11
Customer Service🇧🇷 Brazil

Clinic customer service on WhatsApp without the AI making up prices

A developer used RAG so the bot answers only with the clinic's real data.

DeveloperClinic ManagerRAGIA generativa
TabnewsSee prompt →
Illustrative photo: Health sector12
Customer Service🇧🇷 Brazil

Psychologist lets AI handle only scheduling on WhatsApp

A psychologist created an assistant that handles first-contact screening and scheduling, but never clinical care.

PsychologistAssistente de IA no WhatsApp
LinkedInSee prompt →
Illustrative photo: Health sector13
Customer Service🇧🇷 Brazil

Psychologist's Google Calendar Booked by AI via WhatsApp

An n8n automation makes the AI understand the request on WhatsApp and create, reschedule or cancel sessions in the calendar.

PsychologistFreelancern8nGoogle Calendar
LinkedInSee prompt →
Illustrative photo: Retail sector14
Customer Service🇧🇷 Brazil

Small-town cosmetics brand creates a hair care assistant on WhatsApp

Zafir Cosméticos, from Jacobina (BA), created Zaia, which guides customers and hairdressers by hair type.

Business OwnerHairdresserAssistente de IA no WhatsApp
NewsSee prompt →

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