Category: use-cases

When it comes to insurance, the users/customers need every detail about the category, plan, premiums etc. Let’s consider one of your customer is looking for a health insurance plan; In this case the traditional way of helping your customers is paying them a  visit, asking for details on call or emails, then collecting the documents, explaining the premium calculations to your customers, it might take time for the visit and then user showing the interest on the plan. Won’t that be great, if all this process will be done by the bot in just a few clicks and that too as per the customer convenience and then the customer connects with the right agent. ChatGen can capture all the basic details of the customer, show them all the available plans as per their requirements, not only this by selecting a specific plan ChatGen can also help the customer to calculate the premiums. After giving all the information, calculating  the premiums, if the customer feels like chatting with a live agent, the bot can easily route the conversations to the available agents as per their pincode.

Also ChatGen gives an option to book meetings; ChatGen can be integrated to your agents Google calendar or Office 365 calendar and your customers can book meetings as per their convenience and as per your agents availability. ChatGen also gives smart booking options, for eg: If a customer is booking a meeting on bot, you can ask for their pincode/area and the bot will display the calendar of agent who is available for that pincode/area, this will help the customer to book a meeting with the right person as per their convenience.

Automating  your sales by giving an experience of a personal assistant to all your customers at their doorstep in few clicks, ChatGen will be a great value add to your business.

Bot display

A. As a Widget

ChatGen is a great assistant for your website, walking them through all your products and services, providing support to your existing customers, capturing leads etc. Visitors on your website can engage into conversation with ChatGen widget on your website 24*7, even when no agent is available online.

B. As a Landing page

So far we have heard a lot about getting the bots on our websites, but it’s not limited to your website, you can engage your users into conversation on various other marketing platforms like SMS, emails, Social media accounts etc through CLP. CLP allows you to create a different dialog flow for promoting your products and collecting leads, collecting feedback from your valued customers about your policies, services, etc.

C. On Website Embedded

Promotions require getting the attention of the potential customer hence promotional pages or blogs becomes extremely important, ChatGen allows a way to get leads even through these platforms.ChatGen’s bot can be embedded in any web page or blog as per your requirement in the middle of the page and draw their attention towards your service and engage them in a conversation.

D. On Facebook Messenger

Facebook carries an enormous traffic and and a good conversion of visitors to leads could mean a very successful story. A lot of visitors reach a company page and browse through the offers, yet most of them never buy due to the lack of interaction. ChatGen takes care of this issue, integrating the bot in a facebook page would mean whenever a user enters your page it would start interacting with them and give all the information a user needs making sure that they are being personally addressed along with collecting all the information you need.

In this tech marketing world we spend a lot of money and effort in advertisements.

You will be shocked to know that the people who click on these ads can be engaged into conversations on the same page. Now it can be a great value add to your advertisements where engaging with the customers makes a huge difference.

You can capture leads, collect details, promote your plans, allow your visitor to calculate the premium all this in a conversational way that too on the same page where the visitor watched your Ad. 

You can also give them an option to book meetings with your agents; as their Google and Office 365 calendars can be integrated with ChatGen so the user can select the date and time for the meeting as per their convenience and the availability of the agent for the given pincode.

Implementation:

1. Login using your credentials on app.chatgen.ai
2. Go to dialogues and create a new bot
3. Use question nodes to construct the initial flow to grab user information 
4. Once you are done with the question nodes and message nodes, drag a goal at the end and save it with a name ”˜goal_reached’
5. When the dialogue has collected the designed information from the user, it reaches the dialogue goal ”˜goal_reached’
6. Chatgen integration has a registered webhook for the ”˜goal_reached’ event. The app receives that the ”˜goal_reached’ dialogue goal was reached
7. The service then queries the contact involved in the conversation using the Lead API, and retrieves the saved answers to the questions designed
8. After doing the logic to display the plans with the given information, the app then send a message using ”˜send message’ api  to the site visitor with the quotes information

P.S – For ”˜Lead’ and ”˜send message’ APIs refer our API documentation

Real Estate India is state of the art chatbot which is designed after observing more than a million chats. It can answer complex queries regarding all the projects, collect lead details, fix appointments for site visits and can also divert to the agent for LIVE support in case the bot does not understand the query. It can answer complex queries like the following –

1. Multiple Number Entities [Eg: 2 BHK properties below 50 Lakhs]

It will first show the location where user wants to see this property. Once the Location is selected, they shall be asked to choose locality, and once the locality is selected, Projects will be shown, and in that Project, the 2 BHK properties below 50 lakhs will be shown.

 

2. Multiple Number Entities in Locations [Eg: 3 BHK properties under 80 Lakh in New York]

It will first check 3 BHK as an entity, then it will check for 80 Lakh (3 BHK), and then it will look into locations, and if everything matches and answers are there, it will provide the information.

If it’s not there,  it will show Sorry Message and provision to connect to support

3. Handing Abuses, and Obscene languages [Eg: 2 BHK  f**k off]

In any case where people are using abuses, the bot shall pre-warn them to not use such languages. Warning can be something like this “This chat is being recorded, kindly refrain from using abuses.”

 

4. Callback for a particular project

If all the information is available, the bot will just ask for confirmation and save this particular lead in the lead table for a particular project, so the sales team can follow up with a lead for a particular project.

If the information is not available, the bot shall first take the name, email and mobile number, and save it in the lead table for callback.

 

Case study:

Puranik Builders is a leading real estate company providing comprehensive residential and commercial solutions across various categories. Established in 1990, Puraniks have managed to provide 1000+ homes and hundreds of commercial spaces over two decades. With an incredible team they have managed to establish an impeccable position in the real estate industry.

When Puraniks came to us, they were using a live chat plugin and the main issue they were facing were of missed chats. Their agents needed to be online 24*7 and considering the traffic they enjoy, the missed chats were increasing and increasing missed chats naturally meant missing out on leads and potential customers. 

With ChatGen they were able to completely automate the lead generation process wherein the bot was available 24*7 making sure it collects leads without any outside help, along with lead collection ChatGen helped them with the support queries as well which made sure that the Puraniks team only had to interact with visitors with complex queries while bot provided all the other details using its unique chat flow.

Results:

ChatGen was able to improve the walk-ins for Puraniks from just 6% to 15% which in fact boosted their lead generation by 5 times.

Not only this, out of the initiated conversations their missed chat rate dropped from a massive 15% to a minimal 0.7%.

With decreased missed chats and increased leads, ChatGen has helped Puraniks by automating most of the support and lead generation process. 

Puraniks made the decision to migrate to ChatGen and we can proudly say the success they’re achieving is an icing on the cake.

Make this your reality and have a look at the implementation procedure. 

Implementation:

You can deploy this bot on your website in no time. All you have to do is follow these below listed steps

1. Login to your Chatgen Business pro account
2. Click on the templates tab and select ”˜Real Estate’ template
3. On clicking on it, You will be asked to upload the data in relevant format and save it
4. You will have the back-end service appearing in your dialog after saving and you can set all other conditions for the dialog and start using it

A visitor who comes to your website looking for your product or service should be engaged right from the start on all possible queries. Consider your marketing team puts in all their efforts to make sure that people are coming to your website and still the lead generation isn’t satisfactory. ChatGen takes care of this for you; the bot would be able to talk to every visitor and all of your visitors would be able to find answers that they came for thereby collecting leads and giving them a personalized touch. In case they want to connect to a LIVE agent, the bot can right away connect to a specific agent based on the need.

Apart from lead generation ChatGen takes care of your CRM requirements, if your website doesn’t have a CRM ChatGen collects and stores all the data in the dashboard. An agent would be able to access it anytime anywhere just by logging in. Now if you happen to have a CRM, ChatGen can integrate the data for you and make sure that all the details you need are stored in your CRM.

Let’s take an example for you to understand how a lead generation would work, a visitor reaches your website and is going through your service, now the lead generation bot would start the chat with a greeting message making the user feel personalized, now the bot would continue to the conversation asking how it can help them and giving the options such as ”˜learn more’ about your product, book a meeting, get a demo and many more according to your requirement.

Now consider the user has decided to learn more about the product, the details of the product will be displayed and along with the options like book a meeting, schedule a callback, etc. Once the user clicks on any of those options you can route the bot accordingly to ask for their name, email ID and any more details you’re interested in.

Now consider your user still wants to know more about the product then that’s where the hybrid nature comes to the rescue;the LIVE chat function is used here. When a visitor has more queries and needs to talk more, then they can be routed to an agent from your team making sure that they get all the details and also you can directly ask them for more information if you need any. This function is making sure that the customer gets what they want and also you collect all the required details from them.

The lead generation is better than the traditional techniques here because the user is treated with a personal touch and it’s made sure that they get all the information they need before going forward and finally making sure that their details are being asked making them feel natural.

Bot display

A. As a Widget

ChatGen adds great value to your business, automating  your sales and being a great assistant for your website. Even if there’s a need for you to have different conversations on different web pages, ChatGen allows you to create more than one bot which you can integrate into your web page easily, making sure that your conversations can be unique on different pages.

B. As a Landing page

Along with websites it’s possible to engage your visitors into conversations on various marketing platforms. The Conversational Landing Page ”˜CLP’ feature of ChatGen  allows us to create a different dialogue flow for promoting your products and collecting leads.

You can engage your users even on marketing platforms like SMS, emails and social media accounts, etc. All your traffic on various platforms can be engaged in a conversation collecting data and feedback from your customers about the services.

C. On Website Embedded

Promotions require getting the attention of the potential customer hence promotional pages or blogs becomes extremely important, ChatGen allows a way to get leads even through these platforms. ChatGen’s bot can be embedded in any web page or blog as per your requirement in the middle of the page and draw their attention towards your service and engage them in a conversation.

D. On Facebook Messenger

Facebook carries an enormous traffic and and a good conversion of visitors to leads could mean a very successful story. A lot of visitors reach a company page and browse through the products, yet most of them never buy due to the lack of interaction. ChatGen takes care of this issue by integrating the bot in a Facebook page would mean whenever a user enters your page it would start interacting with them and give all the information a user needs making sure that they are being personally addressed along with collecting all the information you need.