Smart Bot to Recover Sales Opportunities
GX2 develops AI-powered automation to increase conversions for a charter management platform
GX2 Case Study | Smart Bot to Recover Sales Opportunities

About the Company
A management platform that streamlines operations, sales, and customer service for charter companies.

The Challenge
Many users accessed the platform and ran charter price simulations but dropped off before completing the booking.
Recovering these leads manually required significant effort from the sales team, becoming an inefficient and unscalable process.
The company needed an intelligent and automated way to re-engage potential customers and boost conversion rates.

Our Approach
GX2, through its Innovation Lab, developed a project focused on automation and artificial intelligence to automatically reinitiate communication via WhatsApp with users who abandoned the process.

The project included:

  1. User Journey Mapping
    We analyzed the platform’s flow to identify the exact drop-off point, defining the ideal moment to trigger automated messages.

  2. Message Bot Development
    We created a bot that sends personalized, context-aware messages via WhatsApp using data from the user’s quote.
    This direct and natural approach significantly increased engagement.

  3. Automatic Contact Status Updates
    The system automatically updates each contact’s status after interaction, enabling real-time KPI tracking and reporting.

Results
The first version of the project already delivered significant impact:

  • A notable increase in conversions by re-engaging users who had abandoned the process before completing their booking.

  • Faster and more efficient contact with interested users, preventing the loss of critical decision-making moments.

  • Automation enabled simultaneous outreach to thousands of users, freeing the sales team to focus on qualified negotiations.

  • Personalized messages based on quote data significantly boosted user engagement.

About the GX2 Innovation Lab
By testing solutions at a small scale with emerging technologies and well-defined goals, companies can evaluate real-world impact and make quick adjustments, avoiding unnecessary time and budget waste.
That’s exactly the kind of experimentation the GX2 Innovation Lab promotes—bringing innovation to life through emerging technologies such as AI, machine learning, blockchain, and augmented reality (AR).
[Click here to learn more about our Innovation Lab.]

About GX2
We are a global technology consulting firm focused on custom software development. Relentless in our pursuit of excellence, we are truly committed to timelines and budgets. This is how we’ve earned the trust of major brands like Nestlé, Honda, Unimed, Estrela Bet, and many more.
Our mission is to drive innovation and efficiency by aligning cutting-edge technology with our clients’ needs.
If your organization is ready to turn challenges into opportunities through Artificial Intelligence, GX2 is the ideal partner for your journey!

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