How to Write Business Use Cases for Chatbots +TEMPLATE

When deploying website chatbots, there are multiple best practices you should follow. To make it easy, we’ve sorted them into pre-launch and post-launch tactics. When selecting chatbot software for your website, there are a few must-have features that SMBs should always look for. Similarly, chatbot software should be easy to install and have many options for embedding widgets on your site. The agent’s primary goal is to engage in a conversation with the user to gather information about the recipient’s gender, the occasion for the gift, and the desired category.

One of our goals is to implement a BOT that will index the educational content of a course and become a virtual teacher/professor. Replika launched with a viral marketing campaign where customers could gain codes by inviting 3 friends to join the waitlist. A company that doesn’t ask anything back, whacks out random numbers, and gives you a bog standard price is probably not what you’re after. Armed with this information, you can now lead the discussion with your budget holder and fill out your budget / financial sections of the business case. It’s all well and good to come up to your budget holder and ask them for a magic number, but they’ll probably look deep into your eyes and say ‘what’s a chatbot and what does it cost?

A virtual assistant can help in users creating expense reports, adding line items, adding transactions and approving expense reports. This task is time consuming and boring for employees, but an ideal job for chatbots. Below image is an example of an HR chatbot demo where an employee is asking his available leave days to the bot. Integrate chatbots like Polly into your collaboration environment like Slack to monitor their satisfaction and productivity. Comply with local regulations — for example, don’t request protected or sensitive information through an automated chatbot that can’t properly filter the information. Now you can use the Test Agent pane to have conversations with the chatbot.

You can download a healthcare chatbot from PlayStore and from the App Store, depending on the device you use. Some of the other great options are Ada Health, Florence, and Healthily. And before you say that technology can’t replace teachers and shouldn’t try to do so, you’re right. The role of AI in education is to assist teachers—bots aren’t a replacement for them. Chatbots can also create expense reports, submit missing expenses, and offer a detailed spending analysis. They can also send suspicious activity alerts to protect the client’s account, making it safer.

So, for diabetic treatment, the chatbot can ask if the patient had any symptoms during the day. And for pain medication, the bot can display a pain level scale and ask how much pain the patient is in at the moment of fulfilling the survey. A patient can open the chat window and self-schedule a visit with their doctor using a bot.

These ecommerce chatbots and financial assistants are helping banks and financial institutions improve their service delivery while reducing operational costs. Implementing chatbots for business automation can significantly reduce the time and resources spent on routine tasks, allowing your team to focus on more strategic initiatives. Chatbots could act as de-facto financial advisers (wealth management chatbots). Processing exchanges and refunds can be a menial and repetitive task for customer service employees. There are chatbots; however, that can automate and streamline the process.

You can foun additiona information about ai customer service and artificial intelligence and NLP. If a customer abandons their cart, a chatbot can remind them to checkout. Many customers appreciate having multiple options for communicating with a brand. By offering voice assistant chatbots, you can expand your offerings and cater to more users. This is especially useful for businesses that operate in multiple time zones, Chat GPT as Chatbots can answer customer queries even when humans are unavailable. Using chatbots means you can be active in more places, including Facebook, Twitter, and LinkedIn—the sites where your customers are. Chatbots aren’t limited to your website; they can be used to interact with your customers on social media.

Nowadays many businesses provide live chat to connect with their customers in real-time, and people are getting used to this… Customers prefer brands that respond to customers’ queries immediately around the clock. Implementing chatbot technology can be one of the best customer retention strategies and significantly increase customer lifetime value (CLTV). AI chatbots for business enable organizations to shift 64% of agents’ focus to solving complex issues, compared to 50% without AI.

Both types of bots can be extremely useful for understanding what your customers want and how they feel about your company. But it’s important to design your chatbot surveys carefully, so you can get the most accurate information possible. As Lyro provides answers to the most frequently asked questions on autopilot, Bella Sante customers have their info instantly, and their waiting times are significantly reduced. Here are a few chatbot business strategies and examples of how chatbots have proven to be successful for companies.

Booking appointments

Machine learning can detect when there is unusual traffic visiting a website and recognize the warning signs. A chatbot can warn a customer or a company agent before a cyber attack takes place, giving them time to prepare and prevent it. Chatbots can help patients manage their health at home by walking them through simple at-home treatments, reminding them to take their medication, or tracking their progress toward a fitness goal. They can also escalate certain issues to humans since chatbots cannot replicate the attention of healthcare providers.

The versatile applications of chatbots across various industries showcase their immense potential in transforming how businesses interact with customers, streamline operations, and drive growth. By leveraging artificial intelligence and natural language processing, chatbots can provide personalized experiences, handle routine tasks efficiently, and gather valuable insights for businesses. Chatbots streamline the process of gathering valuable insights from customers regarding products, services, or overall experiences.

For example, one audience might be interested in thoughtful conversations about your product/service. As such, the marketing channel you use to attract customers must adapt to the audience’s needs and requirements. That’s because your traffic is anonymous and there is no way for a company to identify and contact visitors who visited their website.

Therapist chatbots

Our hope is this article and the accompanying Chatbot Business Case Template will help you clear the path to success. Here is how messaging platforms with chatbot capabilities can help businesses. Emirates Vacations is one of the best chatbot business case for chatbots examples of how they deployed chatbots for boosting customer engagement. The messenger marketing ecosystem has changed for many businesses using chatbots, but the goal remains the same for all i.e. instant and convenient service.

You don’t have to employ people from different parts of the world or pay overtime for your agents to work nights anymore. When your customer service representatives are unavailable, the chatbot will take over. It can provide answers to questions and links to resources for further information. And the easiest way to ask for feedback is by implementing chatbots on your website so they can do the collecting for you. This way, you’ll know if your products and services match the clients’ expectations. Also, you can learn if your clients are satisfied with your customer service.

What percentage of people interact with the bot from their PC or mobile? Giving wrong answers will make your customers frustrated and abandon the conversation. Ideally, the chatbot should recognize when it can’t provide an accurate answer to questions and forward the conversation to a human support representative who can do that.

Healthcare Industry

Chatbots allow businesses to provide 24/7 customer support, especially if you’re leveraging chatbot conversations powered by artificial intelligence (AI) to answer common questions. You can provide instant assistance to website visitors even outside of business hours, improving the customer experience. The proven chatbot use cases we have explored demonstrate the significant impact these AI-driven tools can have on businesses and organizations. From enhancing customer service to optimizing sales and streamlining various processes, chatbots have shown their ability to deliver efficient and personalized results. As technology continues to evolve and businesses recognize the value of chatbots, their popularity is predicted to rise even further. Gartner predicts that by 2027, approximately 25% of organizations will have chatbots as their main customer service channel.

If you have the time and skills, you’re free to create your own chatbot from scratch on Chatfuel. There are plenty of cloud-based, low-code Chatbot platforms out there and most of them are cheap. Designing and developing a chatbot isn’t, that’s why aiming for a 2-4 week creation period is what you should aim for. It sends them personalized insights based on their banking history and habits. The chatbot is available on the bank’s mobile app, hence it allows them to manage their daily spending and calculate their budget. Banks and the insurance industry strives for services that are meaningful and personal.

In healthcare, they can offer preliminary medical advice and schedule appointments. Moreover, chatbots are employed in education for personalized tutoring and language learning. Their versatility and 24/7 availability make chatbots valuable tools for automating tasks, enhancing user experiences, and increasing operational efficiency. Chatbots can be integrated into various platforms, such as websites, social media, messaging apps, and voice assistants, to provide instant support and information to users. They can handle a wide range of tasks, from answering simple questions to facilitating complex transactions.

Banking bots are helpful when clients want to build up their credit score, start budgeting more effectively, and stay on top of their finances. These bots communicate with clients, check their account balance, and offer financial advice. You can now automate some tasks for your customers, such as sending reminders and notifications, as well as making account analysis. If you choose to use the chatbot template, all you need to do is customize it to your business.

Omnichannel support options

But you would be surprised by the number of businesses that use only the primary features of their chatbot because they don’t know any better. So, if you want to be able to use your bots to the fullest, you need to be aware of all the functionalities. The virtual assistant also gives you the option to authenticate signatures in real time. Conversational AI consultations are based on a patient’s previously recorded medical history. After a person reports their symptoms, chatbots check them against a database of diseases for an appropriate course of action. They can track the customer journey to find the person’s preferences, interests, and needs.

If you have a website, customers from around the world likely visit your site. Square 2 is well aware of this, and uses a chatbot on its website to provide 24/7 service. https://chat.openai.com/ The AI chatbot responds if customers have simple questions while support teams are offline. 71% of customers already expect brands to offer customer support messaging.

• In today’s digital era, chatbots have significantly impacted the banking industry, offering a myriad of innovative and convenient use cases that optimize operational efficiency.
• Another advantage of using bot automation is further decreasing handle time and reducing customer effort.
• There’s also a handy template you can grab up there or at the bottom of the article.
• A conversational chatbot, on the other hand, is designed to understand and respond to a conversation in a natural, human-like manner.

Because of this, a company or business can provide a very competent sales agent that can bring them sales 24/7 at the fraction of the cost it would take to build a full-fledged sales team. While less powerful than an actual sales agent, a chatbot can still do a fantastic job of closing sales by dealing with customers around the world. With its easy conversational system – and the ability to converse using rich content like pictures, GIFs and videos, a chatbot can do a great job of showing products to customers and making sales. Seattle Ballooning, a company that offers hot-air balloon rides,  perfectly executed this strategy with their Seattle Ballooning Assistant.

To communicate that, the customer only has to enter their email (or other information) and that store’s customer support team will reach out to them automatically. They communicate with your potential customers on Messenger, send automatic replies to Instagram story reactions, and interact with your contacts on LinkedIn. Voice bots facilitate customers with a seamless experience on your online store website, on social media, and on messaging platforms. They engage customers with artificial intelligence communication and offer personalized solutions to shoppers’ requests.

In times of great pressure on the medical staff and shortage of health workers, these bots could perhaps save lives by bypassing the need of visiting a human doctor. Although the hype about chatbots is increasing, chatbot failure stories continue to get more visibility as well. However, success stories are rare, and ambitious conversational interface designers need to study them because, for every hundred failures, there are only a few success stories. Pipeline Ops has a chatbot on its website that collects customer information on the front end. By doing this, an anonymous site visitor becomes a lead that has shared contact information without ever being contacted by a live agent.

Making a financial case for bringing a chatbot into your business is, obviously, important. Even though these are hardly must-have chatbot features and rather suit big companies with a wide range of needs, we still couldn’t avoid mentioning them in our article as well. That’s why chatbots flagging up any suspicious activity are so useful for banking.

Chatbot use cases for sales

He graduated with an MSc in geological engineering but soon discovered he had a knack for writing instead. So he decided to combine his newfound and life-long passions to become a technology writer. As a freelance content writer, Stefan can break down complex technological topics, making them easily digestible for the lay audience.

Chatbots generate leads for your company by engaging website visitors and encouraging them to provide you with their email addresses. Then, bots try to turn the interested users into customers with offers and through conversation. You can use ecommerce chatbots to ease the ordering and refunding processes for your customers. Also, if you connect your ecommerce to the bots, they can check the inventory status and product availability of specific items, help customers complete purchases, and track orders. Both of these use cases of chatbots can help you increase sales and conversion rates.

And if they don’t use the product/service they bought from the companies, they will churn and go to other competitors. This can result in the company losing customers faster than they acquire them. Based on the answers a visitor gives, the company can add their email address to the right kind of marketing campaigns.

Chatfuel is relatively affordable, with plans starting from $15 per month for 500 conversations. Gijs van de Nieuwegiessen is CEO and Co-founder of Flow.ai, a Chatbot design, and creation tool. He has a background in UX design, a creative technologist, and started his first company in 2005. What platform to choose depends completely on your organization, channel, and functionality. After creating the bot the biggest costs are in training the AI, coding functionality and keeping it online.

When shopping, users tend to leave after adding a few items to their basket, and it’s one of the most painful feelings of all. A new sale is almost in your pocket, and yet a user slipped through your fingers. And yet, collecting feedback is usually a challenge because customers are not particularly responsive when you email them with a feedback request or a tedious online form. In the majority of the examples below, I used a HelpCrunch chatbot builder which allowed me to easily design bot scripts and launch them immediately. This chatbot use case also includes the bot helping patients by practicing cognitive behavioral therapy with them.

So, you can add the bot to your Facebook page, your Telegram, as well as your website and other social media. Moreover, chatbots can have a return on investment (ROI) of over 1000%. Go to your chatbot platform and click on the template Product recommendation.

One of the best things about customer service chatbots is how they enable customers to help themselves. InboundLabs does this well by integrating its chatbot with a knowledge base, so users can make a query and receive relevant, helpful content from the chatbot. Chatbots can also generate leads and build customer profiles, informing manufacturing sales teams about prospects before customers even get in touch with them. Chatbots provide assistance and collect information at the same time, maximizing lead generation and customer support all at once.

With this tool, Customers are sent to the right person in the first instance, reducing wait time and frustration. Chatbots can be used for many purposes across various industries and platforms, from appointment scheduling in healthcare to recruiting in human resources. They operate on simple rule-based systems that follow predefined scripts to more sophisticated AI-powered models capable of understanding context. The uses of chatbots are expanding rapidly across business sectors and communication platforms. In this blog, we’ll explore 20 smart chatbot use cases that showcase the versatility and impact of these AI-powered assistants in 2024. If you are endeavouring into the world of chatbots for the first time, the newness of the technology may be an additional unknown.

Wow, someone does not care if you and your information are open and available for the CCP. And if you do not understand what i mean, read up on the terms that companies agree to when they have business in china. Perhaps it is a marketing, and targeting, technique for the company to learn which sections of the populations have trouble sleeping, in order to introduce them to Casper’s mattresses.

Customers don’t always know where to go to find the information they’re interested in. In fact, your customers may not even know what it is they’re interested in. Maybe they just heard your brand name in passing and decided to explore. By asking a series of qualifying questions, you route users to the best place for them to find the information they want. It starts at 20 cents per conversation, plus 10 cents per conversation for pre-built apps, and 4 cents per minute for voice automation.

This is important as 55% of users will likely abandon online purchases if they don’t receive quick answers to their questions. That’s because it’s the best place to engage with the visitors, answer any of their questions, and show the potential customers that you’re there for them. You can use them on your website and social media, as well as set them to perform SMS marketing.

It saw more leads generated compared to a simple lead generation form. Conversational bots are widely used by banks to deliver instant customer service. HDFC Bank’s EVA chatbot is available 24 x 7 to help with banking queries. It helps to get the answers you are looking for without the hassle of waiting on a call or at a branch. This is because chatbots can be connected to a company’s database, and, using AI, can quickly find the information required by the sales agent regarding the company’s product or service. This isn’t just theory, but an actual chatbot use case being applied by H&M, who with the help of their chatbot, makes it easier for customers to find products with exactly the right fit and size.

Chatbots can check account details, as well as see full reports about the user’s account. Chatbots for mental health can help patients feel better by having a conversation with the person. Patients can talk about their stress, anxiety, or any other feelings they’re experiencing at the time. This can provide people with an effective outlet to discuss their emotions and deal with them better. Bots can collect information, such as name, profession, contact details, and medical conditions to create full customer profiles. They can also learn with time the reoccurring symptoms, different preferences, and usual medication.

With more users both expecting and preferring live chat options, this provision can be an important part of the customer experience. Landbot doesn’t have integration with other social platforms apart from WhatsApp, which puts it at a disadvantage. We also observed complaints of the company’s customer support being lax and needing improvement. Julie was programmed to act as the company’s 24/7 customer service representative and currently answers more than 5 million questions per year. Besides, the future of banking needs to fulfill the demand and walk in the shoes of tech-savvy customers. To address the technological challenges and gaps, financial institutions are implementing AI, insurance chatbots, and banking chatbots to facilitate conversations with millions of customers at once.

Chatbots are a great ally to the customer support team, promoters, data collectors, and so much more. If you’re wondering how your company can use these virtual assistants, check out the different use cases by business function and industry. Healthcare industry opens a range of valuable chatbot use cases, including personal medication reminders, symptom assessment, appointment scheduling, and health education. These virtual assistants improve patient engagement, streamline administrative tasks, and contribute to evidence-based clinical decision-making. One of the use cases of chatbots for customer service is offering self-service and answering frequently asked questions.