Answers with business context
Prepare approved information about your services, products and common questions. Define the topics the bot can handle and route uncertain or unusual requests to your team.
AI Bot & Automation
Connect an AI-assisted conversation with the work that follows. Help your team handle repeat enquiries, collect useful requirements and move customers to the right person with context.
A helpful bot needs more than a greeting. Plan the questions it can answer, the information it should collect and the point at which a person should take over. Connect that conversation to an accountable CRM workflow.
Prepare approved information about your services, products and common questions. Define the topics the bot can handle and route uncertain or unusual requests to your team.
Guide a conversation toward useful details such as product interest, location and the help required. Agree on the fields that should accompany the enquiry into your CRM process.
Use the enquiry or customer activity as the starting point for an agreed workflow. Organize assignment, tasks and reminders so a conversation has a visible next step.
Define when an agent should take over, who owns the request and what context they need. Keep important decisions and exceptions within the team's review process.
Choose a focused use case, prepare the approved answers and decide which requests need a person.
Agree on the communication channel, CRM fields, assignment rules and any required integration.
Walk through a normal enquiry, an incomplete answer and a request outside the bot's scope. Check the handover in each case.
Review conversations and unresolved requests with the team. Refine the questions, answers and follow-up steps as requirements change.
A visitor asks which service fits their requirement. The planned bot conversation collects their interest and preferred callback time, then hands the enquiry to the relevant salesperson. The agent can begin with the requirement already understood and record the next action after the call.
Bring your most common customer questions, approved answers and examples of enquiries that need an agent. Identify the channel you want to use and the CRM action expected after each conversation. Review supported integrations and the bot configuration during the demo.
Discuss your requirementsPractical details to help you plan the right setup for your team.
AI Bot & Automation focuses on conversations and the actions they trigger. Bulk Whatsapp focuses on sending a planned message to a selected audience. The two can support the same campaign when the response and handover workflow is configured.
Define a clear knowledge scope and a fallback to your team. Start with repeat questions and review uncertain answers before expanding the bot's responsibilities.
Bring your current fields, assignment rules and communication tools to the demo. Confirm the supported connections, approvals and update behavior as part of the implementation scope.