Activate a digital support channel and respond better from day one
We implement a clear starting point so your team handles chat or WhatsApp with more structure, an initial bot and smooth transfer to human agents.
Scoped, fast implementation — built to start right.
Many companies already chat with customers on digital channels. The problem is they do it without enough structure.
Scattered messages, inconsistent replies, poor traceability, manual transfers and teams that lose context across channels. When that happens, the customer experience suffers and support scales with more friction.
This QuickStart is designed to fix that with a simple, clear and ready-to-use digital foundation.
What this QuickStart enables
- Centralize a digital support channel inside Salesforce
- Handle chat or WhatsApp with more order and traceability
- Activate an initial bot for frequently asked questions
- Transfer conversations clearly to human agents
- Improve the customer experience from the very first contact
- Build a real foundation to scale automation and omnichannel later
Ideal for companies that need to
- Organize conversations that currently arrive across scattered digital channels
- Start with digital support without entering a long implementation
- Deliver a faster, more consistent first response
- Create a simple starting point to evolve the channel later
- Improve customer experience with a more traceable operation
What's included
Initial scope designed to implement fast and start with a solid foundation.
- Activation of 1 digital channel
- Basic routing configuration
- Initial bot with up to 5 dialogues
- Transfer to human agent
- 2 hours of remote training
Estimated time
2 weeks
A QuickStart designed to activate quickly, with defined scope and focus on initial adoption.
What makes this QuickStart different
Friendly Technology from day one
We don't just activate a channel. We design an initial experience that the team can understand, use and improve from the very first weeks.
Clear scope
You know what's being implemented, what result to expect and what foundation you can continue to evolve from.
Designed to grow
Even though the project is scoped, the implementation logic is prepared so you can add automation, more channels and improvements later without starting over.
Things to keep in mind
- Salesforce licenses are not included
- The QuickStart scope is defined and fixed
- This QuickStart covers 1 channel and an initial configuration
- More complex automations, additional dialogues or more channels may require a later phase
- WhatsApp requires an official Meta provider
QuickStart Investment
USD 500
Corresponds to the standard scope of the Digital Engagement QuickStart described on this page.
Payment terms
100% upfront.
Start with a clear digital channel, fast to implement and ready to grow.
- •Published amounts are net figures for AT Vault.
- •Taxes, withholdings and applicable charges in each country are not included.
- •Salesforce licenses, integrations not covered, custom development and scope expansions are quoted separately.
- •This QuickStart requires active Digital Engagement licenses.
- •WhatsApp implementation requires an official Meta provider.