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Embed Lead generation insurance bots in your ads

Faisal Sayed
December 12, 2020

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

Categories

Lead Generation For Real Estate

Prasanth Sai
December 12, 2020

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.

 

  1. 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

  1. 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.”

 

  1. 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.

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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
Categories

Lead generation

Faisal Sayed
December 12, 2020

 

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.

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Categories

Support based bot

Prasanth Sai
December 12, 2020

Customer support is the backbone of a successful company and an effortless amazing user experience can make your customers continue your services. ChatGen makes it easier for the user by being available as your assistant on your website 24*7 providing support to the visitors, walking them through your products and services, also capturing leads for you.   

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For example: A user comes to your website for the first time and has no idea about the services you provide. On your website it becomes a bit difficult for the visitor to visit different pages for different services and products on your website. Here ChatGen can help the visitors with all this information in a few clicks and that too in a conversational way with personalized chats. If a customer has complex queries then they can be redirected to a live chat making sure all their queries are solved.

ChatGen also gives an option to book meetings as ChatGen can be integrated to your agent’s Google calendar or Office 365 calendar and your customers can book meetings as per their convenience and as per your agents  availability. When a visitor clicks on book a meeting the visitor is shown the agent’s calendar and then they have the option to choose a date and time from the available slots making them have control.

Bot display

A. On Website Widget

ChatGen’s bot collects leads 24*7 making it an important aspect of your business. The option to integrate different dialogue flows on different web pages is an added advantage in collecting leads and providing adequate support.

B. As a Landing Page

Marketing platforms like social media sites, emails, etc are nowadays used heavily to promote all the products and these manage to generate good traffic from all the sources. 

ChatGen’s Conversational Landing Page ”˜CLP’ allows us to create a different flow for engaging visitors and collecting their data and converting visitors into leads. The landing page is specifically designed for such campaigns to improve the engagements.

C. On Website Embedded

A good promotion always manages to catch the attention of a viewer but what if it’s possible to capture even more attention by starting a conversation on a click?

Blogs, promotional posts have become vital in this digital world hence ChatGen has come up with an Embed bot to take charge in such situations. On your promotional blogs, conversations will be done according to the specific flow you have created managing to 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. 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.