--- title: "" description: "" canonical: "https://sleekflow.io/customer-stories/sao-caetano-assessoria-contabil" html_lang: "en" --- # How São Caetano Assessoria Contábil increased its customer service capacity by 50% with AI on WhatsApp | SleekFlow # How São Caetano Assessoria Contábil increased its customer service capacity by 50% with AI on WhatsApp Company [São Caetano Assessoria Contábil](https://sccontabil.com.br/) Market Brazil Industry Financial Services & Insurance Use Case Customer Support Product Used [AgentFlow](/agentflow) [Automation](/flow-builder) Faster growth starts with SleekFlow [Start for Free](https://app.sleekflow.io/en?screen_hint=signup)[Book a Demo](/book-a-demo) Share Article 50% increase in service capacity without expanding the team 100% of conversations receive an immediate response With over 40 years of experience in the accounting market, São Caetano Assessoria Contábil e Fiscal serves more than 750 companies across Brazil, offering accounting, tax, payroll, and corporate services. For a firm handling a high volume of requests and strict deadlines, maintaining fast and organized communication with clients is essential. However, the company’s customer service operation faced challenges that limited its efficiency. It was in this context that the company decided to modernize its customer service with SleekFlow. ## The challenge: instability and lack of organization in conversations Before implementing SleekFlow, São Caetano used another customer service platform that frequently experienced instability and system outages. At various times throughout the day, the firm was temporarily unable to assist clients, leading to frustration and risk—especially in an accounting firm, where deadlines and speed are critical. Additionally, there were other important limitations: * Lack of governance in conversations across departments * Difficulty tracking ongoing interactions * Rework caused by misaligned information * Lack of visibility between teams * Limited flexibility to adapt service workflows With clients frequently interacting with different departments such as tax, accounting, HR, and finance, the lack of organization in message flow directly impacted team productivity. ## Why SleekFlow When searching for a new solution, the company had three clear priorities: * Work with an official WhatsApp provider * Ensure operational stability * Have access to close support and fast implementation “SleekFlow stood out by bringing together these three pillars: reliability, fast implementation, and a structured and accessible support team. This gave us confidence to migrate without risking our operations.” [Natalia Morellato Alves Manager](/customer-stories/sao-caetano-assessoria-contabil) Another decisive factor was the unlimited AI model, which eliminates concerns about credit or token usage. This brought two key advantages: * Financial predictability * Freedom to scale automations and customer interactions without unexpected costs ## The solution: intelligent customer service with AI and team collaboration With SleekFlow, São Caetano implemented a much more structured customer service operation. ## AI agent for automated triage The firm replaced its traditional bot with a conversational AI agent responsible for: * Handling the first interaction automatically * Collecting initial customer information * Qualifying requests * Routing to the correct department The agent was named “Ana” and is considered a new team member. It operates 24/7, ensuring that all clients receive immediate responses. ## Shared inbox across teams Another essential feature was SleekFlow’s collaborative inbox, which allows: * Centralizing all conversations in one place * Organizing interactions by team or department * Monitoring conversations in real time * Facilitating collaboration across teams This brought significantly more visibility and control to the operation. ## Fast and simple implementation The implementation of the AI agent was surprisingly simple. Activation and initial setup took just a few minutes, with no need for specialized technical support. Within 2 to 3 days, the system was fully adapted to the company’s operations. Additionally, the entire team was trained before the official migration, ensuring a smooth transition with no impact on customer service. ## Overcoming the fear of losing the “human touch” One of the initial concerns was that automation might compromise service quality. The company feared that: * Clients might not adapt * The experience could become impersonal * Support quality could decrease There was also internal skepticism about AI, especially due to previous experiences with limited and unnatural bots. However, after just a few days of use, the opposite proved true. “Within 2–3 days, results were already visible: greater agility, better qualification, and no negative impact on customer perception. On the contrary, the experience became faster and more organized, without losing closeness.” [Natalia Morellato Alves Manager](/customer-stories/sao-caetano-assessoria-contabil) The AI agent enabled faster responses and better organization of requests, while the human team could focus on more strategic stages of customer service. ## Results achieved With SleekFlow, São Caetano successfully transformed its customer service operation. Key results include: * 50% increase in initial service capacity without expanding the team * 100% of conversations receive immediate responses, including outside business hours Additionally, the company observed: * Better distribution of requests across departments * Reduced rework * Fewer internal transfers * Increased team productivity “We chose SleekFlow for being a reliable platform, with structured and fast support, advanced features, and highly attractive pricing for what it offers.” [Natalia Morellato Alves Manager](/customer-stories/sao-caetano-assessoria-contabil) ## How the team benefited With the AI agent handling initial triage, employees now receive pre-qualified conversations. Agents now already know: * The customer’s interest * The context of the interaction * Which department should handle the request This eliminated repetitive questions and reduced time spent in early-stage interactions. Another key gain was the ability for different departments to collaborate within the same conversation, providing a more integrated customer experience. ## Conclusion For São Caetano Assessoria Contábil, adopting SleekFlow meant more than just switching tools. The company gained: * Operational stability * Intelligent automation with AI * Better organization across teams * Scalability in customer service As a result, it significantly increased its service capacity without expanding the team—while maintaining quality and customer proximity. According to the company itself, SleekFlow can be summarized in three words: “SleekFlow: Agile team, reliable platform, and affordable pricing.” [Natalia Morellato Alves Manager](/customer-stories/sao-caetano-assessoria-contabil) PUBLICATION DATE: Mar 30, 2026 Recommended for you [Financial Services & Insurance ### AgentFlow in action: Elétron Seguros automates 80% of WhatsApp support with AI — without losing the human touch](/customer-stories/eletron-seguros-customer-story) [Education ### Colégio Cognos increases scheduled visits by 150% and reduces the service queue by 50% with AgentFlow on WhatsApp](/customer-stories/colegio-cognos-customer-story) [Beauty & Wellness Services ### 40% increase in revenue driven by SleekFlow’s operational efficiency and intelligence.](/customer-stories/clinica-lucas-miranda) [Financial Services & Insurance AgentFlow in action: Elétron Seguros automates 80% of WhatsApp support with AI — without losing the human touch](/customer-stories/eletron-seguros-customer-story)[Education Colégio Cognos increases scheduled visits by 150% and reduces the service queue by 50% with AgentFlow on WhatsApp](/customer-stories/colegio-cognos-customer-story)[Beauty & Wellness Services 40% increase in revenue driven by SleekFlow’s operational efficiency and intelligence.](/customer-stories/clinica-lucas-miranda) ## Supercharge conversions with SleekFlow AI Try it now at zero cost! 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