Our
Use cases
Retail
Automatic ticket validation and consumption pattern analysis
A supermarket or retail store chain launches a promotion in which customers can earn discounts or benefits by uploading their purchase tickets.
Benefits
- Less fraud in promotions.
- Better understanding of the consumer through analysis of buying habits.
- Saving time and operating costs in manual validations.
Solutions implemented
1
Conversational Bot
A conversational bot guides the user through the process of uploading their purchase ticket.
2
OCR
OCR (Optical Character Recognition) is applied to extract the ticket information (products purchased, date, total amount).
3
IA
An AI validates the authenticity of the ticket to avoid fraud (detecting if it has been reused or edited).
4
Consumption patterns
Consumption patterns are analyzed to understand which products are sold the most, at what times, or what combinations of products are repeated.
5
Real-time Dashboard
A real-time dashboard is generated with valuable information for the business.
Wholesale Channel
Rewards based on purchase volume with real-time dashboards
A wholesale distributor launches an incentive program for bars or stores that regularly buy its products.
Benefits
- Increased sales of strategic products.
- Wholesale customer loyalty with attractive rewards.
- Visibility and control over distribution and consumption in each zone.
Solutions implemented
1
Bot
Bars raise their purchase invoices to the bot after acquiring products from the distributor.
2
IA
The AI validates documents and extracts key information such as products purchased, amounts and frequency of purchase.
3
Reward points
Reward points are assigned according to specific criteria (new product purchases, high amounts, recurring purchases).
4
Real-time Dashboard
Real-time dashboard with the geographic areas with the highest demand, most purchased products or impact of promotions and campaigns.
5
Reports
Demand forecasting reports are generated based on buying patterns.
Insurance and Health
Loyalty with automatic voucher validation
A health insurer wants to offer exclusive benefits to premium customers, such as reimbursement of certain medical expenses or discounts on services.
Benefits
- Streamlining of reimbursements without manual intervention.
- Fraud reduction with real-time document validation.
- Analysis of the use of the policy to improve loyalty strategies.
Solutions implemented
1
Conversational Bot
A conversational bot guides the user to upload their doctor's visit voucher or treatment bill.
2
OCR and AI
OCR and IA are applied to validate that the voucher belongs to the insured, that the date and medical institution match the policy and that the medical services are covered.
3
Automatic reimbursement
Once validated, an automatic payment or refund is generated for the user.
4
Real-time Dashboard
The information is analyzed in a real-time dashboard with the frequency of use of benefits, most used medical centers, patterns of behavior in the use of the policy.
INSURANCE
Collection and validation of customer information
In the quoting and final contracting phase, insurers must collect documents and information from the client. This process is slow, manual and dependent on constant human follow-up, which generates delays and frustration.
Benefits
- Fully automated process, with no need for human monitoring.
- Higher conversion rate in proposals and closings.
- Better digital customer experience, without downloads or complicated portals.
Solutions implemented
1
WhatsApp Bot
The client initiates the process with a bot on WhatsApp (ideal channel for its bidirectionality and proactivity).
2
Conversational guide
The bot conversationally guides the client to upload the necessary documentation: Personal data (name, address, contact, etc.). Photos of documents (ID card, driver's license, previous policies...).
3
OCR + AI
The system with OCR + AI: reads the content of the documents, validates their authenticity and format, extracts key data for the quotation.
4
Automatic quotation
If it is a proposal phase, the bot connects to the insurer's quotation engine and sends an estimated offer in real time. If it is the contracting phase, the bot requests the last missing documents, generates the contract automatically and guides the user in its signature and validation.
Installer networks
Solutions for managing processes with your installer networks
Our solutions allow you to standardise and efficiently manage the processes with your networks of installers.
- Unify the way installers report.
- Effectively monitor the performance of your task force.
- Measure and manage customer satisfaction.
Sales Point
Loyalty and incentives for points of sale
Salespoint is a service that focuses on helping companies implement loyalty and incentive programs for their points of sale.
- YooLeads: a process for capturing leads in the client’s physical stores. There are opportunities to attract and engage potential customers both outside and inside a store.
- YooPerform: a vendor network portal to stimulate the sale of our product.
Contact Centers
New customer acquisition and loyalty
We apply our solutions to Contact Centers to attract and retain new customers and revitalise the commercial network
- YooLeads: with recruitment process through the digital world, we facilitate the achievement of profitable leads through warm-up processes and user engagement, mixing promotional gamification dynamics.
- YooPerform: a process for customer loyalty and dynamisation of the sales channel. We developed a portal that provides training and sales channel competition, with stimulation from incentives.
- YooProcess: automation with internal processes in the back office.
Some of the clients we work with:
Custom demo
It’s a great way to see first-hand how the platform can help you improve your business.
For more information, please get in touch
Nuestros clientes
