User information bot (Click to Conversation)

Prasanth Sai
Prasanth Sai
December 12, 2020

In today’s high tech world, where everything is automated at a high pace and all the information is available just a click away, it becomes essential to match the speed when it comes to supporting your own employees. Using ChatGen, you can completely automate this process and make it easier for the employee in a most conversational and interactive way.        

Using ChatGen’s information bot, your employees can update all their basic details by choosing from the list of tasks like requesting pay-slips, updating details, applying for leaves, etc. In simple terms, the bot will act as a virtual assistant of the HR, and will be available 24*7.

The employees can simply use the bot to check leave balances or leave approval, if an employee wants to disclose his investment for taxation, even that detail can be captured by the bot using webhook and API’s. All these data can be stored and fetched from the organisation database. 

It’s not only about updating and checking the information but also a new dialog flow can be created for taking the feedback from the employees regarding the managers, policies or any other employee that too in a conversational way without capturing the name or any other details of the employee. A different bot can be created where if someone has to blow the whistle regarding an issue in the organisation, it can be captured. This can be monitored on a daily basis and in the case of some serious issue, it can also be routed to LIVE CHAT with the concerned team or directly to HR.

Bot Display

A. As a Landing Page

When we speak of an assistant that should be available 24*7 to all your employees, then it should be available for the employees at a click. ChatGen gives you the option of Landing page, all you have to do is share the URL of your HR bot with your employees, this can be done via email, SMS, slack or some other medium. As soon as the employee clicks on the URL, he/she will be routed to the landing page where they can engage with the chatbot for their issues/requirement related to the HR.


Similar landing page can be used differently to take the feedback of the employees. Automating these basic processes and making it easier and faster for the employee makes a very good impact and also helps HR.


B. As a ChatGen Link

Not only CLP, but there are other features using which you can help your employees to get into a conversation and do the needful via ChatGen; consider a scenario where one of your employees is having some issues and  he/she wants to raise a complaint regarding the same. For such cases mailing your managers is always an option but what if change the way? Using ChatGen link feature, you can make a button on your employee portal and a dialog flow can be linked to the button making it easier for your employees to have a chat with the bot and engage directly with the HR or the concerned team if needed.


Recruitment Bot

Prasanth Sai
Prasanth Sai
December 12, 2020

When it comes to recruitment, it becomes very difficult to sort the applications as per the profile. ChatGen can make this process a bit easier for the HR by asking a set of questions referring to the eligibility criteria, to applicants who are applying via ChatGen. These applicants can submit their resumes under the available designation, and the candidates who are not eligible can submit their resume under another title, making it easier for the HR to sort the applications.

A different bot flow can be created for an exit interview, HR can ask a set of questions related to resignation and then decide whether or not to conduct the physical exit interview.

Bot Display

A. On Website Widget

Speaking of a bot, your career page can be a good option to have a recruitment bot. ChatGen allows you to use different bot on different pages, using this feature you can have a different bot on your organisation’s career webpage. The bot will be displayed in the form of widget, asking appropriate questions to the candidates chatting with the bot. Giving an option to submit the resume as per requirement.

B. As a Landing page

Career page is the inbound source, many times we also post openings for few designations on LinkedIn or some other channels. In the same post you can use ChatGen’s CLP feature. All you have to do is paste the URL for the landing page of the bot having questions related to the opening. CLP is just a way on how the bot can be available to the user; flow and the set of questions can always be modified as per the requirement.

C. As a ChatGen link

If you do not have a career page and just have a  career button on your website which redirects the candidate to a web form asking for basic details and collecting resumes in general. Using ChatGen Link feature, you can link the career button of your website to a bot, clicking on the button a bot will appear in the form of widget having a set of questions defined by the HR or the team member.


ChatGen Through Your Sales Funnel

Faisal Sayed
Faisal Sayed
December 12, 2020

When we look at the growth of marketing and sales, we find out that the popular sales funnel or the process through which the potential prospects go through while making the important buying decisions is definitely an essential part of your sales development and progress. Although the fundamentals of the sales funnel still remain the same, quite a few of the strategies which marketers make use of in order to make possible the lead movement through the funnel have seen some difference.
Although you may encounter different definitions of sales funnel yet the phases and stages that are the most common ones are :

  • Attention
  • Interest
  • Decision
  • Action

“The core value of is to drive this inbound sales funnel journey with minimum response cycle duration”.

1. Attention

This stage in the sales funnel is where customers find out about the company’s product or service. The customers reach this stage via social media, emails, internet, TV ads, etc.

How can ChatGen help you at the attention stage?

A. Conversational Landing Pages

ChatGen can help you build customized and beautiful conversational landing pages using ChatGen’s intuitive bot builder that you can use for your campaigns through different marketing channels like email, SMS, social media etc. You can also test and measure with various different flows and understand which botflow works for your lead generation. The same can be used to collect feedback and also incorporate these ratings to your NPS or any performance metrics internally or externally. For more information on ”˜Testing your bot flows’, please click here.

B. Embed your bot

You can also embed your conversational landing pages in your blog pages or also into your ads to reduce your drop rates drastically.

C.  Facebook Messenger bot

Facebook pages enjoy massive traffic and converting that traffic to leads and eventually to customers will mean a huge deal. ChatGen does this for you using the latest Messenger Integration. Using ChatGen’s bot builder, you can get started with your messenger bot within no time. It eases the process of leads collection through Facebook messenger. Please click here for detailed messenger integration using ChatGen Platform.

2. Interest

This is the second stage of the sales funnel in which the lead starts showing interest in the company’s products and services offered. They would like to inquire more information regarding the services either on the website or through emails. Interest stage can decide whether the visitor will be your potential customer or not. Hence the conversion needs to be quick and effective. 

The core of ChatGen platform is to drive your site visitors from interest stage in your funnel to Decision stage. The following set of features will drastically improve the response cycle of this stage.

A. Personalized messages

Nothing makes a user feel happy more than a personalized approach and hence ChatGen stores the data of your leads and whenever he/she returns to your website, ChatGen’s bot greets them with their name. For example, ”˜Hi Tom, thanks for visiting us again, how can I help you?’. This way you can make sure that the user feels appreciated, gets engaged with the chat widget and you also get the desired output.

B. Custom bots with Intelligent Routing 

As website traffic keeps increasing, it becomes difficult to manage every visitor by a limited number of people. Custom bots’ intelligent routing can help you sort this out. Since every visitor could have a set of generic queries and some unique queries. Initial bot can help with the generic queries from the site visitors 24/7 and can route to the desired agent from the desired department with intelligent routing based on his/her available hours. For example, the sales related questions will be routed to the person in the sales department and technical queries will be routed to another, this way ChatGen makes sure that the customer gets the solutions that he/she is looking for 24/7.

C. Booking Demos

If you’re providing an online service or a SaaS product the visitors expect a demo of the services and with ChatGen you can completely automate that process and fill your agent’s calendars with meets. Whenever a user wants to book a demo to understand your product better, he/she can just select a date and time from your agent’s calendar. This can be done by integrating your agent’s calendar with ChatGen and it will show the visitor all the available slots to choose from. This way the user gets to select the time convenient to them and once the meeting is fixed, a notification is sent to both the user and the agent reminding them about the meeting. The corresponding agent shall be notified with all the information about the user activity on mail as soon as the meet gets confirmed.

D. Integration of ChatGen with Email Marketing Services like Mailchimp and also CRMs

Email marketing has created a huge wave across the digital markets and if you are a user of such services like mailchimp to interact with your leads then you can also use the links of Landing pages to make sure that the user gets to interact with the mail. All you have to do is add the link to it and ChatGen’s bot will take care of the rest.

Having popular CRMs are part of the businesses now and ChatGen allows you to integrate the data with them in a few clicks. Popular CRMs like Salesforce, Hubspot, Zoho, Freshsales, etc. can be integrated to ChatGen. Additionally if you have a custom or inbuilt CRM, they can be easily integrated as well through ChatGen APIs.  Now even if you don’t have a CRM we’ve got you covered, all the details of your leads will be available on our dashboard which you can access anytime. ChatGen makes sure that all your lead details are secured and saved.

E. Click to Conversation and Context Based Flows

Since a web page has multiple types of information we can build multiple bot for such types of scenarios. Let’s take an example to understand Click to Conversation. Consider a pricing page where there are options like connect to support, book a demo, etc. Here when a visitor clicks on connect to support a different bot will pop up and when they click on book a demo another flow would pop up, similarly more flows can be used for different scenarios. The same is valid for URLs as well. This makes sure that the user is interacting with the most appropriate flow for maximum results.

3. Decision

The third stage is the decision making phase in which the consumers make a decision of going ahead and making a purchase from that particular company. In order to help consumers take the decision many marketers understand the potential leads based on the information on activities done by the leads in their previous stages and recommend content accordingly to take the final decision.

ChatGen provides a lot of information about the user to understand and recommend the content accordingly.

A. Lead information

Lead captured through the chat widget will also capture a lot of other information about the user and all the user information can be accessed by the agents and admin. We divide the information into three segments.

1. User default info: We store the user default information like email, phone number, browser name, device type and OS name. We also collect the company details based on the email ID (using clearbit).

2. User custom attributes: We can store specific input given by the user during the conversation. For example, his/her company name, the kind of solution he/she is looking for and category, etc.

3. User Geo attributes: Based on the IP address, we store different location attributes of the user.

4. User UTM attributes: Different user UTM attributes are stored and are also updated accordingly.

B. Lead journey and conversation links

1. The complete journey of the visitor shall be displayed with respect to the time of the event in a flow. Agents can get an overview by understanding this journey.

2. Share the lead conversation using links and email notifications. Agents can check their lead’s conversation using the conversation link. Agents can also search and filter data using different filters to understand the conversations and leads better.

4. Action

Action is the final stage of the sales funnel in which the customer conducts an action which the company desires. This action is nothing but a customer making a purchase. During this stage a human salesperson steps in to make the purchase happen. But in cases where the purchase is a small one even the chatbot can let the customer purchase their desired product or service.

Make Use Of ChatGen & See Your Business Flourish

The goal of ChatGen is to help businesses organizations automate the sales process as much as possible and we take pride in being able to provide a successful solution. For more information regarding the pricing and features please check our website (ChatGen).


Conversational Landing Pages on your own Web Page

Prasanth Sai
Prasanth Sai
December 12, 2020

Conversational Landing pages are mostly used with promotional campaigns where you click on a particular link and the CLP gets displayed on the new window but it is not just limited to that, you can use these CLP in your web pages as well. You can embed the CLP in the web page you desire and make sure the visitor chats with the bot.


A. Embed your bot to the website

Embedding your bot is a 5-step process. Have a look at the steps below:

1. Select the Dialogue from the list with which you want it to be embedded.

2. Click on share, where you’ll find two options:

– Full Screen (CLP)

– Embedded

3. Click on Embedded and provide the height and width which you want your bot to be. This can be provided in percentages as well as pixels.


4. Scroll down to the bottom where you can edit the styling like the color of the background, color of the response messages, etc.


5. Once you have completed the above steps, all you have to do is copy the code snippet by clicking on ”˜Copy Script’ which is there on the right side of the share page, and paste it inside the <body> tags of your html/php page.


B. Using GTM (Google Tag Manager) to install

Lots of companies nowadays heavily use Google Tag Manager to track the details of web snippets. ChatGen code can also be installed using GTM. With a few simple steps you’ll be able to start tracking. Have a look at our blog or ”˜click here’ for more details.


C. Integrate GA

The Analytic service offered by google provides website analytics such as the number of visitors, the source from where they are being generated, details of the promotion campaigns, etc. 

To integrate ChatGen to your Google Analytics all you have to do is copy the tracking ID and paste it in ChatGen.

Once you’ve copied the Tracking ID of the website that is to be integrated, login to your ChatGen account and follow the steps as given below-

Step 1: In the ChatGen dashboard, click on ”˜Integrations’ under settings.


Step 2: Select Google Analytics from the options and click on ”˜Connect’.


Step 3: There you’ll find an option to post your tracking ID. Paste it there and click on save.


The integration is complete. Now all your details will be sent to Google Analytics and you can find the details in your GA dashboard. 


D. Measure your flows

ChatGen collects all the data from each of your nodes to give you a detailed view on how your flow is performing. If a visitor starts chatting with the bot and it does not complete the flow then the visitor will be called a drop-off. ChatGen provides you with information like how many people have gone through a particular node while chatting and how many have dropped off. This allows us to understand how the flow is working and where the changes need to be made for the bot to capture more and more leads.


An in-depth knowledge about how this can be used further for your advantage can be found in this ”˜Testing your bot workflows with ChatGen’ blog.


E. Leads & UTM parameters

A lead is someone who has provided their email ID and ChatGen dashboard provides all the important details like how many conversations have happened, number of leads collected, meetings booked, etc. This analysis gives you a detailed idea about on how the bot is performing.


UTM parameters

When a lead is collected, along with it, lots of other information such as Custom attributes, Geo attributes, etc. are also collected. It provides information like the geographic location of the user. Along with these, it’s possible to create custom attributes and provide it in the flow, where once the user enters the appropriate data, it is collected and stored in the respective custom attribute which will be visible to you from your dashboard. The below image provides a visual description of how the UTM parameters would look.