How São Caetano Assessoria Contábil increased its customer service capacity by 50% with AI on WhatsApp
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
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
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
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
PUBLICATION DATE: Mar 30, 2026
