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AI-Powered Customer Service That Encourages Repeat Purchases

Orbis Support is Data4Sales’ AI-powered customer service agent. It provides 24/7 support on WhatsApp, Instagram, Facebook, email, and MercadoLibre, and knows who’s messaging from the very first message: what they bought, at which store, what campaigns they have active, and how much value they bring to your brand. It resolves issues instantly, recommends what interests each customer, and forwards inquiries that require human assistance to your team.

Schedule a demoSee how it works
Orbis Support · WhatsAppOnline 24/7
Hi, I'd like to know the status of my order
Orbis Support: Hi! To protect your information, I sent you a code via WhatsApp. Can you confirm it for me?
4821✓ Identity confirmed
VR
Valentina R.Champions · Recurring
Last Order#4821 · delivered
Active CampaignEmail · 20% off shoes
Orbis Support HiValentina, your order #4821 arrived on Tuesday. By the way, your 20% off shoes offer is still valid through Sunday.
Great! Do you have any Trail Pro shoes in size 38 available for pickup today?
Trail Pro · 38 · with your 20%In stock at Punta Carretas
View Product
Incoming InquiryWhatsApp · 11:40 p.m.Also available outside of business hours
Secure ValidationIdentified customerCode via WhatsApp, without requesting personal information
360° ProfileChampion · $2,180Purchases, campaigns, and the next stage in sight
Context-Aware ResponseOrder and active benefitConsistent with the last email
Next PurchaseMotivated PurchaseActual inventory, profit, and product link
Why Orbis Support

Support, marketing, and data all in the same conversation

Orbis Support isn't just another customer service tool. It's built right into Data4Sales, alongside your Customer Data Platform and your campaigns, so every response is based on everything you already know about the customer.

The entire context on one screen

Lifetime value, segment, latest order, and active campaigns—all in the same conversation, without having to open other tools.

Attention That Enhances the Value of Life

A good response at just the right moment can win back a customer at risk or turn an active customer into a Champion.

Coordinated support and marketing

Orbis knows which campaigns and workflows each customer has active, so there are no conflicting messages or discounts.

Capabilities

An AI agent that engages with users, makes recommendations , and learns from every conversation

Seven Skills That Turn Customer Service Into a Competitive Advantage for Your Business.

Identity Verification

Know who you're talking to before sending the second message

When a customer writes in, Orbis sends them a verification code and links it to their profile on Data4Sales. This allows Orbis to securely share order details and respond with real-time context, without asking for an order number, email address, or document.

  • Automatic verification via code using the AI agent, or manual verification from your computer
  • Order details are for authorized personnel only
  • Full profile available starting with the first message
Secure ValidationHow It Works
1
The customer writes on WhatsApp: "Hi, I'd like to know the status of my order."
2
Orbis sends averification code in seconds, with no friction
3
Identity confirmed, profileuploaded: Purchases, segment, active campaigns, and inventory
4
Response based onreal-world context—without asking for the order number or searching another system
360° Context in Every Conversation

The customer's full profile, next to the chat

Your team and the AI agent see the same information: lifetime value, segment, online and in-store purchases, favorite store, risk of churn, and the campaigns the customer currently has active. Every response is consistent with what your brand has already communicated to the customer.

  • Online and in-store purchases in the same transaction history
  • Active campaigns and workflows at a glance, so you don't offer a discount different from the one in the last email
  • Previous notes and conversations from all channels
Client ProfileAlong with the conversation
VR
Valentina R.Customer since 2022 · verified
Value of Life$2,180
Segment and StageChampions · Recurring
Purchasing ChannelsStore · Website · WhatsApp
Last Order#4821 · delivered on Tuesday
Risk of abandonmentLow
Active CampaignEmail · 20% off shoes
Favorite store: Punta CarretasInterest: running
Tip from Orbis:Apply the 20% rule to your emailRecommend Trail Pro

Illustrative example

Support Based on the Life Cycle

Each client receives the care appropriate for their stage

Orbis uses Data4Sales' segments and life cycle stages to determine how to handle each situation. A Champion doesn't wait in the same line as someone who made a single purchase two years ago, and a customer at risk is flagged and sent to your team with an alert.

  • Automatic priority and seamless changes for your Champions
  • At-risk customers referred to a person with a retention proposal
  • Each re-engaged customer is recorded along with the contact who brought them back
How Orbis WorksBy stage
1NewIt identifies them and creates their profile
2AssetsReply with your frequency and ticket number
★ChampionsPriority and Seamless Changes
!At riskSteer your team in the right direction and alert the person in charge
↺RecoveredTrack the contact and its impact
Omnichannel Customer Service

WhatsApp, Instagram, Facebook, email, and MercadoLibre—all in one place

All conversations are consolidated in the same workspace, with search and filter options by status, channel, agent, and sentiment. When a case is transferred to another person, it includes the entire history.

  • Quick responses that include the customer's name, last order, and segment
  • Transfers Between Agents Without Losing Track
  • A mix of AI and people: 100% AI, 100% your team, or any combination you choose
ConversationsToday
Valentina R. · Has my order arrived?WhatsApp · Resolved by AI
Martín G. · Size exchangeInstagram · In progress
Ana P. · Receipt for mypurchaseEmail · Forwarded to Sofía
Buyer · Does it come with a warranty?MercadoLibre · Resolved by AI
Lucía M. ·In-store stockFacebook· Resolved by AI

Illustrative example

Configurable AI Agent

An agent who speaks in the voice of your brand and follows your policies

You define the agent's name, tone, whether to use informal or formal language, the use of emojis, and the level of detail. You upload your shipping, exchange, return, and payment policies once, and Orbis applies them consistently every time.

  • Understands audio and images: A customer sends a photo of a product, and Orbis finds it in your catalog
  • Analyze sentiment and categorize each conversation by topic, with an automatic summary
  • Transfer a call when you can't resolve the issue or when the customer requests it, without hanging up
Agent ConfigurationGuided onboarding
Agent's NameSofi
TreatmentYou
ToneWarm and clear
EmojisModerated
Policies UploadedShipping · Exchanges · Returns · Payments
Refer a personFor complaints or if the customer requests it
AI Agent70%
Your team30%

Sample configuration: You define the mix

Inventory and Recommendations

Show actual inventory and encourage the next purchase

Orbis checks the order status and inventory by variant on the e-commerce site and at each physical store. Based on the customer's profile, it recommends products that interest them and shares a link to the product—along with the customer's active benefit—so they can make a purchase whenever they want.

  • Order Status Integrated with Your E-Commerce Platform
  • In-stock by size and color, online and in each store
  • Recommendations based on your purchase history, with a direct link to the product
Orbis Support · WhatsAppReal-time inventory
Do you have the Andes jacket in size M? I'd like to pick it up today.
Orbis Support: Yes, Valentina. There are 2 left in size M at Punta Carretas, and they're also available online. And since you already bought the Trail Pro, this jacket is perfect for your runs:
Andes Jacket · M2 at Punta Carretas · also available online
View Product

Illustrative example

Conversations That Are Data

Every conversation improves your data and your decisions

Reasons for contact, products viewed, sentiment, and purchase intent are all included in the customer profile. With Orbis Copilot, you can ask your conversations the questions you need answers to, and see how your customer service is performing on the dashboard.

  • Natural-language questions such as: How many Champions complained about shipments this month?
  • Response times, volume per channel, and topics, broken down by AI and humans
  • Email and WhatsApp alerts when a conversation has been pending for too long
Orbis CopilotAbout Your Conversations
What topics are generating the most referrals this month?
Orbis Copilot · analyzesSize exchanges and shipping delays. Four out of every 10 of those conversations are from Campeones.
SizesShippingPaymentsInvoices

Illustrative example

Connected to the entire cycle

Orbis Support draws on all of Data4Sales' expertise

Here you go

Customer Data

  • 360° Profile and Lifecycle
  • Online and In-Store Shopping
  • Active campaigns and workflows
Work with Orbis

Orbis Support

  • Verify the customer's identity
  • Respond with context and inventory
  • Recommend and refer to your team
Returns

The entire platform

  • Reasons and Purpose of the Profile
  • Audiences as discussed
  • Insights for Orbis Copilot
Every conversation helps refine the customer profile
The Difference in Everyday Life

What Changes When the Storage Lives Within Your Data

Six situations every support team is familiar with—and how to resolve them with Orbis Support.

01

Identity Verification

With separate tools, the agent only sees a phone number. They ask for the name, order number, and email address, and the customer repeats information your brand already has.Can you give me your order number?
With Orbis Support, customers can log in in seconds, and their profile loads before the second message.Hi Valentina, your order #4821 arrived on Tuesday.
02

Marketing and Support

Using separate tools, Marketing sends a 20% discount via email. The customer writes in, and the agent—without realizing it—offers a 15% discount.Why am I being given a different discount?
With Orbis Support, Orbis views the customer's active campaigns and applies or supplements the benefit the customer has already received.
03

Brick-and-mortar stores

With separate tools: The customer made a purchase in-store and checks out online. The agent does not see that purchase and treats the customer as a new customer.
With Orbis SupportData4Sales, you can combine in-store and online purchases. Orbis displays the complete purchase history and inventory of the nearest store.
04

Customer Value

With separate tools, your best customer is waiting in the same line as someone who made a single purchase two years ago.
With Orbis Support, Champions receive automatic priority and seamless changes. Their value defines the experience.
05

Up-to-date data

With separate tools, synchronization between the CRM and the support tool fails, and no one notices. Responses are based on outdated data.
With Orbis Support, there's nothing to sync: Orbis is part of Data4Sales and uses the same data as the rest of the platform.
06

Measurement

With separate tools: The tool tracks closed conversations. If the customer made another purchase, that is tracked elsewhere.
With Orbis Support, you can combine customer service with retention and lifetime value: you’ll know how many at-risk customers your support team has won back and how much they’re worth.
Use Cases

What Orbis Support Handles Every Day

Order Status

Let customers know where each order is without them having to look up the tracking number.

Inventory and Sizes

It checks availability online and in each store, and suggests alternatives when an item is out of stock.

Exchanges and Returns

Always apply your policies consistently and resolve issues without back-and-forth.

Priority Service

Your Champions go first and are treated with the respect they deserve.

Retaining At-Risk Customers

It identifies users who are drifting away and sends them a message encouraging them to return.

Personalized Recommendations

It suggests products based on what each customer has purchased and what interests them.

How to Activate It

If you're already using Data4Sales, you'll be up and running in hours, not weeks

Your profiles, segments, and flows are already on the platform. Orbis Support has been using them since day one.

Enable the module

Enable Orbis Support from your account. Your customer data, segments, and workflows are available instantly.

Connect your channels

You can connect WhatsApp, Instagram, Facebook, email, and MercadoLibre, and configure the agent's tone and policies through a guided onboarding process.

Orbis Begins to Respond

Identify, personalize, and solve problems in a real-world context. Your team focuses on what a person needs.

Keep exploring

It works best in conjunction with the rest of the platform

DataCustomer Data PlatformThe 360° profile that Orbis uses in every response
DataOrbis CopilotAsk your data and your conversations
MarketingOrbis AudiencesAudiences Based on What Your Customers Are Talking About
MarketingOrbis CreativeMessages that reflect your brand’s tone
MarketingWhatsApp MarketingCampaigns That Keep the Conversation Going
MarketingWorkflowsWorkflows that are triggered after each contact
Integrations

Orbis Support integrates with what you already use

Orbis Support provides a comprehensive view of all your data sources—including online and in-store purchases, order status, and inventory—thanks to more than 50 connectors.

Home

eCommerce

Customers, orders, shopping carts, and the catalog—all synchronized every day.

VTEXShopifyTiendanubeWooCommerceMagento (Adobe Commerce)Fenicio
Home

Brick-and-mortar store, ERP, and CRM

In-store sales follow the same pattern as online purchases.

SAPOracleMicrosoft Dynamics 365SalesforceHubSpotOdooLightspeedBsaleZeta SoftwareYour POS
Home

Website, Customer Loyalty, and First-Party Data

Performance on your site, reviews, and any other sources you already have.

Data4Sales PixelYotpoBigQueryAmazon S3DatabasesAPICSV and Excel
Departure

Messaging Channels

Campaigns, workflows, and customer service tailored to each client's context.

WhatsApp Business APIEmailSMSInstagramFacebook Messenger
Departure

Digital Guidelines

Natively synchronized audiences and lookalikes of your best customers.

Meta AdsGoogle AdsTikTok Ads
Departure

AI Assistants with MCP

View and activate your Data4Sales data from the assistant you already use.

ChatGPTClaudeGeminiGrokPerplexity
  • Daily synchronization, no manual uploads
  • Identity resolution: one unique profile per customer
  • Setup with support from our team
  • Can't find your system? We can connect to it via API, database, or files.
View all integrations
Frequently Asked Questions

Orbis Support on Data4Sales

Questions we often get from customer service, e-commerce, and marketing teams before they activate Orbis Support.

What is Orbis Support?

It is Data4Sales’ AI agent for customer service. It responds 24/7 on WhatsApp, Instagram, Facebook, email, and MercadoLibre while viewing each customer’s 360° profile, and works alongside your team to escalate cases that require human intervention.

Through which channels does Orbis Support provide assistance?

Provide customer service via WhatsApp, Instagram, Facebook, email, and MercadoLibre. All conversations are consolidated into a single workspace, with filters by status, channel, agent, and sentiment.

How does Orbis know who it's talking to?

Orbis sends a verification code to the customer and links it to their profile in Data4Sales. From that point on, they can securely share order data and receive information about their purchase history, segment, and active campaigns.

Can I integrate the AI agent with my team?

Yes. You can handle inquiries using AI, just your team, or any combination you choose. Orbis transfers the inquiry to a human agent when it can't resolve the issue or when the customer requests it, and the conversation is transferred along with the full history.

Does it help with sales?

Yes, encouraging the next purchase. Orbis checks inventory by variant on your e-commerce site and in your brick-and-mortar stores, recommends products based on the customer’s profile, and shares a link to the product highlighting its key benefits. The customer completes the purchase on your online store or in-store.

How is it different from a chatbot?

A chatbot answers frequently asked questions without knowing who is messaging it. Orbis Support is integrated into Data4Sales: it tracks each customer’s value, lifecycle, and active campaigns, enforces your policies, and logs every conversation as data in the customer profile.

How long does it take to activate?

If you're already using Data4Sales, Orbis Support is activated as a module and uses your data, segments, and workflows from day one. Connecting the channels and setting up the agent takes hours, not weeks.

Provide better service and give every customer a reason to come back

We'll show you how Orbis Support would respond based on your business's data and policies.

Schedule a demo