AI customer service for companies - How it works [June 2025]
04.07.2025
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What makes customer service so powerful with artificial intelligence?
The key difference to conventional automation solutions lies in the understanding: AI systems don't just analyze language, they interpret it. They recognize connections, understand unstructured formulations and derive appropriate answers from them.
Instead of rigid rules, the AI customer service a dynamic approach. It processes input like a human employee: recognizes concerns, asks questions, evaluates priorities and reacts to the language style. Methods such as natural language processing (NLP), machine learning and semantic analyses make this possible.
A practical example:
A customer writes “I ordered a week ago but didn't receive anything. ”
An intelligent System recognizes:
— It is about a shipment.
— The period of “one week” indicates a possible delay.
— It either needs a Package tracking or an escalation to shipping.
If the AI chatbot in customer service is connected to the CRM or ERP system through appropriate software integration, it can in this case not only generate the appropriate answer, but also query the shipment status and provide concrete feedback — without the need for human intervention.
The result: Less waiting time, higher initial resolution rate and a service experience that is impressive. A real unique selling point for your company!

What tasks can AI really take on in customer service?
A well-used AI customer service is much more than just a technical gimmick. It is a strategic service channel that works where standard processes unnecessarily bind people — and at the same time precisely meets customer expectations.
The central question is therefore not: What can AI do?
But: Which tasks should be automated — and where do people need them?
artificial intelligence is ideal for all inquiries that occur frequently, are clearly structured and rely on existing data. These include, for example:
- Opening hours: For example, “Are you also open on Sundays? ”
- Shipping & returns: “How long do I have to return an item? ”
- Prices & offers: “Are there any discounts right now? ”
- Product information: “What are the technical details of the Samsung Curved 32-inch monitor?”
- Buying advice:”Which shoes go well with my summer dress?”
- General information: “At which locations do you have branches?”

Messages that should be better answered by employees:
- Complex complaints with several sub-steps
- Goodwill or Individual decisions
- Communication with regular customers who have a personal customer relationship is important
- Chats in Sales And when it comes to upsell potential: This requires particularly precise communication
- Emotional conversations where empathy Is in demand
- escalations for dissatisfied customers
How can companies set up AI customer service?
The path to automated customer service doesn't have to be complicated — provided that the right conditions are in place. With a powerful system such as the hellomateo AI customer service companies can go live in just a few steps and achieve real relief in support.
The system works entirely via the existing omnichannel infrastructure: All messenger requests are collected centrally in the inbox — regardless of whether via WhatsApp, Instagram or Facebook. There is no need to set up per channel, because the AI chatbot automatically answers where your customers write.
Step 1: Define areas of application — with and without system integration
Before using AI customer service, it is important to identify the right topics. It is worthwhile to differentiate between two categories:
Without system integration — can be implemented directly
These topics can be answered purely on the basis of text modules, web content or documents:
- Opening hours and contact information
- return processes and shipping conditions
- Product information and availabilities (if static)
- Voucher campaigns and discounts
- sites, Impressum, Terms and Conditions, FAQs
- General Help and information questions
With system integration — for maximum automation
Dynamic or personal information requires a connection to existing software (e.g. CRM, ERP, shop system). With this integration, AI can, for example:
- Den Check order status
- One shipment tracking providing
- Update customer data
- Live availabilities vet
- Loyalty points or voucher balance view
These deeper integrations are optional — but a clear competitive advantage when it comes to real-time service and personalized answers.
Step 2: Build knowledge — at the heart of AI

For all topics without a system connection, AI is trained with structured knowledge. The following sources are available for this:
- Questions & answers too common concerns
- Web page URLswhose content is automatically collected
- PDF documents, terms and conditions, product data sheets
- company profile with basic information
The goal: The AI should provide suitable answers even if the question is not formulated exactly as in the training material. This is made possible by modern language processing (NLP), which recognizes meaning and intent — not just individual words.
Optional: Step 2b — integration into your system landscape
Who even more from his AI customer service wants to get out, can optionally connect AI customer service with internal systems — such as CRM, ERP or shop solutions. This turns a smart responder into a digital front desk with direct access to real-time data.
Once set up, it allows even complex, personalized inquiries to be answered automatically — precisely, securely and without media disruption.
Step 3: Personalize communication — define style & tone

Various elements can be adapted to make the chatbot fit the brand:
- Name of the bot (e.g. “hellomateo AI assistant”)
- Salutation form (“you” or “you”)
- Response length (concise or explanatory)
- Speech style (friendly, factual, relaxed, etc.)
- Transparency notice: Would you like to flag AI-generated responses?
The result is customer service that not only feels automated, but also feels natural and familiar.
Step 4: Seamless use across all messenger channels
The AI customer service is fully integrated into the hellomateo omnichannel platform. This means that you don't have to manually set up individual messengers such as WhatsApp, Instagram or Webchat — the bot is directly available on all connected channels.
No matter where the request comes from — it ends up in the central inbox and is automatically processed by the AI chatbot.
This not only makes setup easier, but also ensures consistent answers across all platforms.
Step 5: Escalation when needed — handing over to humans
If the AI is unable to provide a suitable answer or a sensitive issue is identified, the system automatically transfers it to a human service employee — including all previous chat content.
In this way, the conversation is retained, the customer does not have to repeat himself and the service experience remains consistently positive.
hellomateo has much more to offer than just customer service
With hellomateo and the WhatsApp Business Platform companies can inspire their customers with customer communication and marketing, maximize their sales and minimize internal workload. integrations with thousands of other software applications, WhatsApp newsletter marketing, unlimited scalability and flexibility, automatic responses, GDPR compliance, etc. — the WhatsApp Business Platform has so much to offer. Just arrange a free consultationto find out all the details Our customers know the following benefits particularly appreciated:

- Central user interface: hellomateo combines WhatsApp Business Platform, email, Instagram, SMS and Facebook Messenger in one central inbox. The intuitive user interface includes various tools for efficient customer communication and saves you valuable working time.
- integrations: With hellomateo, you can use WhatsApp in integrate over 6,000 software programs and fully automated Customer trips create with invitations, order confirmations, shipping information, invoices, and reminders.
- Newsletter marketing: Send GDPR-compliant Newsletter via WhatsApp or SMS and benefit from opening rates of over 95%.
- Assessment management: hellomateo can Automatically request online reviews from your customers, which boosts your Google ranking and trust in your company.
- Data protection: hellomateo meets all German and European Data protection requirements and offers end-to-end encryption for secure customer communication.
- scalability: Our software is suitable for Businesses of all sizes and can be extended indefinitely depending on the package.
- Diverse AI features: Our AI agent can automatically answer customer inquiries in chat, answer calls, help with the formulation of messages and much more.
Arrange a non-binding and free consultation and we'll show you how hellomateo covers your communication needs! Simply book an appointment here or write to us via our web widget.
About the author

Domenik Fox
CEO and Co-Founder
Domenik Fox is co-founder and CEO of hellomateo. He is responsible for Customer Success, Customer Engineering, Finance and Product. A particular focus of his work is on the continuous development of the product and the design of new features. In terms of content, he focuses primarily on automated and personalized customer communication, multichannel marketing and digital customer journeys. Together with Christian Strauch and Philipp Steinrötter, he is continuously developing hellomateo into a central platform for modern customer experience in SMEs.
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