Chatbots

Chatbots configured in Prebuilt

Chatbots are designed to interact with customers, collect their responses, and automatically save those responses in the corresponding CRM. This ensures that customer interactions are efficiently recorded and stored for future reference, improving data management and follow-ups. In Prebuilt the Chatbots are used for Lead Qualification and to get the meeting feedback from the customers. For knowing more about Chatbots click here.

The below picture shows the Chatbots included in the Prebuilt

Lead Qualify Bot: This Chatbot helps qualify newly added leads in the CRM modules. It is triggered by the workflow "Triggering Lead Qualify Bot" when a new lead is created in the Leads module. The Chatbot engages with the lead via the Whats App channel, collects their responses, saves the information in the Leads module, and updates the corresponding lead record.

Meeting Feedback Chatbot: This Chatbot is used to gather feedback from leads after a meeting is completed, and the feedback is saved in the Meetings module. The Chatbot is triggered by the workflow "Trigger Meeting Feedback Chatbot" when the meeting status is changed to "Completed."