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Omnichannel Customer Support with Agentic AI

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The Challenge

Profuturo, a leading retirement fund administrator in Mexico, managed a high volume of customer inquiries through its call center. The existing model faced several obstacles:

High Lead Times: Customers often waited several minutes to connect with human agents.

Channel Fragmentation:Interactions started on one channel (e.g., phone) but could not be seamlessly continued on others (e.g., WhatsApp or web).

Human Error:Manual handling of complex financial inquiries sometimes resulted in mistakes, requiring repeat calls and lowering customer trust.

Workforce Pressure:Call center teams were overloaded, driving up operational costs and lowering efficiency.

Customer Satisfaction Risks:Long waits and inconsistent experiences negatively impacted customer satisfaction and loyalty.

Profuturo needed a solution to deliver faster, more consistent, and omnichannel customer service at scale.

The Solution:

Roomie’s Agentic Customer Support Module

Roomie deployed its Agentic Customer Support module directly into Profuturo’s call center infrastructure, transforming the customer service model.

Omnichannel AI Assistance:

Customers could start an interaction on the phone and continue it seamlessly on WhatsApp, web, or other channels, with full conversation continuity.

Natural Language Conversations:

Powered by GPT conversational models, enabling human-like understanding and responses.

Knowledge Integration via RAG:

The AI agent was trained on Profuturo’s document corpus of processes, policies, and regulations, ensuring compliant and accurate responses.

Agent Augmentation:

AI agents resolved most routine inquiries autonomously while escalating only complex cases to human staff.

The ROI & Impact

Profuturo achieved measurable ROI across multiple dimensions:

60% Reduction in Call Waiting Times: Customers were connected instantly to AI agents.

35% Call Center Workforce Optimization: Fewer human agents were needed, reducing operational costs.

90% Accuracy Rate: AI validation and knowledge grounding reduced human error in customer responses.

Omnichannel Continuity: Customers experienced seamless transitions across phone, WhatsApp, and other channels.

+20% Increase in Net Promoter Score (NPS): Improved experience directly boosted customer loyalty.

+25% Customer Satisfaction: Faster, more consistent support increased overall satisfaction levels.

The Takeaway

With Roomie’s Agentic Customer Support module, Profuturo transformed its call center into a next-generation omnichannel experience. Customers now enjoy faster responses, consistent service across all channels, and higher accuracy — while Profuturo benefits from reduced costs, improved efficiency, and stronger client loyalty.

This case demonstrates how ROI-First Enterprise AI creates real value in customer service: less waiting, fewer errors, lower costs, and happier clients.