3. Process Bot
The Process Bot, suitable for all types of companies, guides the customer in the first phase of contact with the company. This type of Chatbot can for example:
- Gather basic customer information
- Automate the lead generation process
- Assign the contact to the most suitable operator
- Book a meeting on the calendar
As with the FAQ Bot, the Process Bot is also fully customizable (color, type of buttons, logo on the chatbot, etc.) and can be implemented directly within web pages.
The leads created through this tool will be imported directly into the CRM used and can be automatically assigned to the sales representative through connected BPM processes.
Example of master data created by the Chatbot (Process Bot)
We can add any additional information, useful to us, directly within the chatbot and in just a few clicks.
If, for example, for assignment to a salesperson it was essential for us to collect the size of the company as information (less than 10 employees, from 10 to 50 employees, more than 50 employees), we could insert this question into the flow which would trigger automatically a process of correct assignment of a commercial, as in the example below.
Obviously the previous slide is just an example. We can add any other type of request that is useful to us such as geographical area, business sector, company size or any other characteristic of the company.
Obviously, during the assignment phase, the BPM flows could also include multiple rules at the same time.
The Klondike Chatbot can also be integrated with tools such as the calendar to set up a meeting with a consultant.
By clicking on the calendar icon proposed by the Chatbot, it will be possible to select the date of your appointment
Screen for day choosing
Data entry screen for the appointment
Here are the Book Me slots available in the vtenext calendar
And finally here is the event chosen directly by Chatbot