ER

Revolutionize Ergo's lead qualification

Automate prospect engagement on WhatsApp with AI, reduce ghosting and free your teams to focus on high-value conversations.

ERGO logo
Ergo
online

Why Choose Alvio?

<3 min
to engage inbound leads automatically via WhatsApp
+50%
increase in meetings booked after WhatsApp qualification
2h/day
of sales team time saved thanks to automated lead handling

How Alvio.ai Works

1

Trigger

Any opted-in lead instantly triggers our WhatsApp automation - from ads to abandoned funnels

Any Lead Source

Instantly triggers WhatsApp engagement

Google Ads
Meta Ads
Website
CRM
AL
Email
Abandoned
Webhook
Landing Page
Instant WhatsApp Response
2

Qualify

AI qualifies leads instantly on WhatsApp, you meet only leads that match your ideal customer profile.

ERGO logo
Ergo
online
3

Book

Calendar filled. No effort. Just closable conversations

Sales person Calendar - This Week
12 meetings booked by Alvio.ai
Mon
Tue
Wed
Thu
Fri
23
10:00
TechCorp Demo
🤖 Alvio.ai
14:00
StartupXYZ
🤖 Alvio.ai
24
09:30
GrowthCo
🤖 Alvio.ai
11:00
ScaleUp Ltd
🤖 Alvio.ai
15:30
InnovateCorp
🤖 Alvio.ai
25
10:30
FastTrack Inc
🤖 Alvio.ai
13:00
NextGen Solutions
🤖 Alvio.ai
26
09:00
ProBusiness
🤖 Alvio.ai
14:30
EliteServices
🤖 Alvio.ai
16:00
MegaCorp
🤖 Alvio.ai
27
11:30
VisionTech
🤖 Alvio.ai
15:00
FutureCorp
🤖 Alvio.ai
🤖 Qualified by Alvio.ai AI
85% Show Rate
Calendar filled. No effort. Just closable conversations

How Ergo could use WhatsApp

Real-world scenarios where Alvio.ai can transform customer interactions for Ergo

WhatsApp01

Qualify an insurance request before handoff

Alvio collects the key information for ERGO, qualifies the need, and routes the customer or partner to the right team.

Example conversation:
ERGO logo
ergo
online

Hi, this is Alvio for ERGO. Can I ask 3 quick questions to route your request properly?

09:02

Yes, sure

09:03

Is your request about a new policy, an existing contract, or a claim?

09:03

A new policy

09:04

Are you looking for coverage for yourself, for your company, or through a broker or partner?

09:04

For my company

09:05

Perfect. I can book a 15-minute call tomorrow at 10:30 with the right team to review your needs

09:05

Tomorrow at 10:30 works

09:06

Confirmed for tomorrow at 10:30. I will send you a WhatsApp reminder before the call

09:06
Message
WhatsApp02

Smart follow-up after interest or drop-off

Alvio follows up with an ERGO prospect or partner, understands the context, and books a qualified next step.

Example conversation:
ERGO logo
ergo
online

Hi, this is Alvio for ERGO. You started a request recently. Would you like help completing it?

14:11

Yes, I did not finish it

14:12

Were you blocked by the coverage options, the price, or the documents required?

14:12

Mostly the coverage options

14:13

Got it. Would you rather have a simple option, or a more complete plan with assistance and priority support?

14:13

A more complete plan

14:14

Great. I can book a 15-minute call today at 17:00 to pick this up with those details

14:14

Ok for 17:00

14:15

Perfect, the meeting is confirmed at 17:00. I will send a WhatsApp reminder 30 minutes before

14:15
Message

What better place for a brand to chat with its customers?

Conversations that convert. Meet your customers where they really are - in their messages.

93%
increase in lead response rate
24/7
24/7 business support available
67%
67% reduction in sales cycle

WhatsApp

SW

Sophie (Wife)

10:42 AM

Don't forget to pick up the kids at 5pm!

2
ergo logo

ergo

10:15 AM

Yes, sure.

LS

Lucas (Son)

Yesterday

Dad, can I borrow the car tonight?

SS

Sarah (Supplier)

Yesterday

Hi! Your vegetable order will be delivered tomorrow at 8am

1
RG

Restaurant Group

Tuesday

John:Hi! Do you have space for 12 people Saturday night?

EC

Emma (Customer)

Monday

Hi! Is your daily special gluten-free today?

MD

Mike (Delivery)

10/15/23

Hi! Your delivery will be 15 minutes late due to traffic

What Alvio.ai can do for Ergo

Our WhatsApp solution, powered by your team and enhanced by AI, helps companies like Ergo streamline communication with their customers, boost sales, and provide continuous support—without adding complexity to their operations.

Pre-handoff qualification

Alvio captures the useful context before an advisor, broker, or specialist takes over.

Mobile follow-up

WhatsApp helps ERGO re-engage prospects and partners who do not answer email or phone calls.

Business routing

Requests are routed by need type, product, partner channel, and urgency level.

Works with your favorite tools

Alvio integrates with your existing systems to automate conversations, send Slack notifications, and capture every interaction, making your business more efficient.

Slack logo
HubSpot logo
Salesforce logo
Google Calendar logo
Calendly logo
Zapier logo
Zoho logo
Intercom logo
Zendesk logo
Stripe logo

Ready to Hire an AI Agent?

Let our AI SDR handle your lead qualification while your team focuses on closing deals.

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