Orbis Support | Data4Sales

Capabilities

Designed to gain an in-depth understanding of your customer and act with context in mind

OTP identity verification

It automatically links anyone who messages via WhatsApp to their real profile in Data4Sales—either automatically via an AI agent or manually via a human agent. From the very first message, the agent knows exactly who they’re talking to.

Complete CDP profile in the chat

RFM, LTV, purchase history, preferred store, segment, and churn prediction are available in the context panel during every conversation. The agent does not need to open any other tools.

AI & Human Hybrid

100% AI-powered, 100% human, or any combination. The agent escalates to a human when it doesn't know how to respond or when the customer requests it—without any abrupt interruptions in the conversation.

Abandoned carts

Complete catalog with details, inventory, and price in the chat. The agent fills the cart and shares the link—the customer just confirms and pays.

Transfer Between Agents

Excerpts from conversations between human agents without losing the thread. The receiving agent receives the full context: CDP, chat history, and previous notes.

Analysis and Classification

Each conversation is automatically categorized by topic, and the customer's sentiment is detected. The summary is recorded—without the human agent having to type it out.

Plays audio & images

The customer can send a photo of the product or an audio message with their inquiry. Orbis reviews it, checks available inventory, and provides a specific quote right there in the conversation.

100% customizable

Agent name, tone of communication, use of “tu” or “usted,” emojis, level of detail, and number of follow-up questions. Your brand has a voice—the agent reflects it.

Integrated Policies

Shipping, returns, payment methods, and company-specific procedures are entered just once. The agent applies them consistently—without improvising or making errors in judgment.

real-time inventory

Instant availability checks in e-commerce. The agent can confirm stock, list available variants, and put together a specific quote right in the chat thread.

Omnichannel

AI agents that engage with your customers across every channel, maintaining the context of the conversation to provide fast, consistent, and personalized responses.

Order Status in Chat

Shipping, returns, payment methods, and company-specific procedures are entered just once. The agent applies them consistently—without improvising or making errors in judgment.

Improvements Implemented

The Difference in Everyday Life

1 OTP Verification: The agent who knows who they're talking to

without OTP

The customer makes a purchase at the physical store but contacts online support. The agent has no record of the in-store purchases and responds as if the customer were a new one.

"Can you tell me your order number? I don't have your order history here."

with

otp

The D4S CDP unifies physical and digital purchases. Orbis can view the complete history. It can instantly report stock levels at the nearest branch.

"Hi Valentina, your order #4821 arrived on Tuesday. How can I help you?"

2 Marketing Cloud + Support:
—no mixed messages

separate tools

Your customer with the highest LTV is waiting in the same line as someone who made a single purchase two years ago. Treating everyone the same isn't fair to your business.

"Why am I getting a different discount than the one I received by email?"

with

Orbis shows which marketing campaigns the customer has active. If the customer received a 20% discount, the agent knows about it—and can apply it or add to it during the chat.

"I saw your email about the 20% off. Can we apply that to this purchase?"

3

RFM on Support: VIPs Don't Wait Like Everyone Else

No LTV

Your customer with the highest LTV is waiting in the same line as someone who made a single purchase two years ago. Treating everyone the same isn't fair to your business.

with

Champion customers receive automatic priority. Exchanges and returns are handled seamlessly. RFM defines the experience, not first-come, first-served.

4 BRICK-AND-MORTAR STORES: TRUE OMNICHANNEL EXPERIENCE

digital-only

The agent receives a WhatsApp number—that's all. They ask for the customer's name, order details, and email address. The customer gets frustrated having to repeat information that the brand should already know.

with

+ cdp

5 Analytics That Connect Support with the Business

isolated metrics

Your tool tells you how many tickets you closed. Did those customers make another purchase? Did support affect retention? That information is tracked in another tool, by another team.

with Orbis OTP

You cross-reference support data with retention, LTV, and repurchase metrics in real time. You know how many at-risk customers were retained by support—and how much they’re worth.

6 No Sync: Data That Is Always Accurate

separate tool

You set up an integration between your CRM and your support tool. Three months later, the sync failed without warning. Your agents are responding with outdated information.

with orbis

There is no synchronization because there are no two systems. Orbis runs on D4S—the data is the same in real time, always up to date, with no latency or risk.

Success stories

Together, we can do it too

Technology

+116%

New Customers

+130%

Recovered customers

+134%

May Buyback

How STIENDA (Samsung Uruguay) Turned Automation into Revenue

See complete case

Fashion

1,9x

Omnichannel vs. Single-Channel Value

+26%

Customers who pick up in-store become omnichannel

2,4x

Omnichannel Purchase Frequency

100 locations in a single conversation

See complete case

Coffee

+175

ROAS

USD 14.600

Revenue Generated

15,9%

Conversion rate

How can I turn customer recognition into profitability?

See complete case

Pets

+50%

sales growth in the industry

77%

purchases made at a discount

Sales Insights: Reactivation, Retention, and Acquisition with WhatsApp and Smart Segmentation

See complete case

Fashion

Campaigns

hyperpersonalized

Communication

via WhatsApp

Predictive segmentation as a secret weapon for commercial dates

See complete case

Fashion

+46%

Turnover vs. previous year

+102%

Growth in recurring customers

+15%

Attribution by WhatsApp

How they increased repeat purchases by using WhatsApp as their primary channel

See complete case

Fashion

+17%

Conversion

+16%

WhatsApp sales attribution

CYBER 24

Record sales

How Giani DaFirenze turned his anniversary into a sales machine

See complete case

Beauty

+46%

Increased revenues

+128%

Recurring customer orders

CYBER

Record sales

How Sally Beauty turned its inactive base into 46% more revenue in CYBER

See complete case

Beauty

+52

Open rate

+4%

Click rate

-33%

Bounced rate

How The Chemist Look turned customer segmentation into its best routine

See complete case

Fashion

-70%

Costs in Meta

How UNDERGOLD lowered Meta Ads costs by up to 70% without losing impact

See complete case

Market

+80%

Opening rate

+10%

Reactivation

+29,9%

Retention

How He Reactivated and Retained Inactive Customers Using WhatsApp (and Did It in a Big Way)

See complete case

explore all cases

Testimonials

For strategic marketers

Ángela Muñoz

Web Leader

It helped us enhance our CRM strategy, segment customers, and re-engage buyers. We also incorporated WhatsApp as a new communication channel. We especially appreciate how easy and intuitive the platform is for customizing campaigns, automating processes, and communicating more effectively with our customers.

Leonardo Dartayete

Head of eCommerce

Data4Sales gives us a 360-degree view of what's happening with our audiences and our products. In addition to allowing us to respond continuously with communications, it really is an upgrade in terms of the visibility we have of the site.

Antonia Ferrario

Senior KAM

It has allowed us to centralize all the information in one place, saving the team time and making it easier for anyone, not just data experts, to access concrete insights for our campaigns and commercial proposals. It is a simple, accessible and very useful platform to unify everything that was previously scattered.

Jorge Bahamondes

Commercial Manager

With Data4Sales we found solutions that we didn't have before. I have a very small team, but thanks to all the reports it allowed us to obtain, today we make much more informed decisions. It has been a great contribution to our eCommerce campaign.

Lucas Jauregui

Digital Marketing Analyst

Data4Sales helps us to understand our customers, their habits, what they like, among other things. It also allows us to segment and create audiences to analyze them and reach each of them in a more direct way.

Alejandra Mejia

Being able to clearly see what works and what doesn't in our marketing actions has made all the difference. Understanding our customers better and segmenting accurately allows us to make more effective decisions and meet our objectives.

Yesid Canon

Digital Marketing Analyst

With Data4Sales we were able to obtain important insights from our audiences that allowed us to optimize our digital advertising campaigns. Thanks to its use and help in strategies we obtained very important results to meet and exceed our sales expectations. I highly recommend using it as a platform in any digital business.

Dani Briseño

eCommerce Leader

We wanted to take better advantage of the information we already had, and Data4Sales was a great fit. The platform is intuitive, allows us to segment better, see ROAS in real time and make smarter decisions. In addition, the team was always there to support us. Today, our campaigns are more effective and our sales reflect it. Highly recommended!

Victoria Betancur Cano

eCommerce Analyst

In these almost three months using Data4Sales, we managed to increase eCommerce sales thanks to WhatsApp campaigns and the recovery of abandoned carts. What I like the most is the audience segmentation: it allowed us to achieve a very high ROAS. I use it mainly to communicate with customers via WhatsApp, but it also helps me to better understand what products work and what our customers prefer. Greetings!

Gonzalo Calandra

Head of eCommerce

What I value most is the integration with Vtex and the precision in segmentation, which allows us to arrive with the right message at the right time. This has been key to encourage repurchase. In addition, Guido and Jesi's support makes the difference: they are always there with ideas and solutions that really add up.

Juan Pablo Hugo

Marketing & eCommerce Leader

It provides detailed analysis of customer behavior, enabling informed decision making and facilitates the identification of market segments, allowing you to customize marketing and sales strategies. In part, we use Data4Sales Customer Segmentation because it offers powerful tools to optimize data management and improve decision making.

Ester Dantas

Head of Marketing

It's had a significant impact on our marketing strategies and how we work on campaign segmentation. Now I know exactly which audience I'm talking to: if they've already purchased from me, if they're inactive, if they're a frequent customer... Understanding customer behavior is essential for deciding how to work with each audience. I'm very happy with the tool, and the team has been a 10.

Nicolas Sinopoli

Media Director

Data4Sales is an ally that allows us to monetize all the strategies you propose. We can put together plans to win back valuable customers and keep the most loyal customers. The Data4Sales team proactively helps us to propose new things all the time, and that helps to build customer loyalty.

Pedro Noroña

Community Manager

Data4Sales has been an extremely useful tool for gaining an in-depth understanding of our customers' behavior. By leveraging the data, we are able to execute highly effective marketing strategies, thus attracting customers with higher conversion and loyalty potential.

Iván Cariaga Vergara

eCommerce & Digital Marketing Manager

We were able to better understand the different audiences and their behaviors, in order to direct our strategies and act directly on channels such as Meta, Google and WhatsApp.

Sara Bermudez

Marketing Director

It allows us to gain a clear and unified understanding of our customer segmentation in order to generate long-term value through critical insights.

Tatiana Sanchez

Founder

It's a super-powerful tool that has provided my e-commerce business with incredibly rich data that helps me gain a deeper understanding of my audience. It lets me know what stage of the customer lifecycle my customers are in and gives me the guidelines I need to develop strategies to keep them engaged.

Aurore Boulet

Digital Manager

Data4Sales helped us focus on the right customers, which led to an increase in retention rates and revenue.

Pablo Silvera

eCommerce Manager

Data4Sale helps us understand our customers, their habits, their likes, and more. It also allows us to segment and create audiences to analyze and reach each one more directly.

Explore all the TESTIMONIALS

ai agents

Support

Automate Without Dehumanizing

feedback loop ecosystem

1 | Customer Data Platform

Profiles

Segments

RFM

LTV

Churn

Brick-and-Mortar Stores

2 | cLOUD Marketing

Flows

Email

Whatsapp

Push

3 | Orbis Support

Conversations

Whatsapp

Facebook

Instagram

Email

benefits

EVERY INTERACTION IS VALUABLE INFORMATION

Automate Without Losing a Personal Touch

A SYSTEM THAT BRINGS ALL YOUR INFORMATION AND TOOLS TOGETHER

There are opportunities where others see tickets

Orbis AI

Combine with other products‍

Capabilities

Designed to gain an in-depth understanding of your customer and act with context in mind

OTP identity verification

Complete CDP profile in the chat

AI & Human Hybrid

Abandoned carts

Transfer Between Agents

Analysis and Classification

Plays audio & images

100% customizable

Integrated Policies

real-time inventory

Omnichannel

Order Status in Chat

Improvements Implemented

The Difference in Everyday Life

1

OTP Verification: The agent who knows who they're talking to

without OTP

with

otp

2

Marketing Cloud + Support: —no mixed messages

separate tools

with

3

No LTV

with

4

BRICK-AND-MORTAR STORES: TRUE OMNICHANNEL EXPERIENCE

digital-only

with

+ cdp

5

Analytics That Connect Support with the Business

isolated metrics

with Orbis OTP

6

No Sync: Data That Is Always Accurate

separate tool

with orbis

Results

What Changes When Customer Support Gets to Know Your Customers‍

70%

Inquiries resolved without human intervention

0

Required integrations. The data is in Data4sales.

3x

More context per conversation vs. standalone tools

+25%

on hold when the media is customized by RFM

Combine with other products
‍

Marketing Cloud + Support:
—no mixed messages

What Changes When Customer Support Gets to Know Your Customers
‍