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Streamlining Customer Support with AI-Powered Chatbots Workflow

Automate customer support inquiries through AI-powered chatbots. Analyze user queries, route to relevant human agents or provide self-service solutions based on intent recognition and context understanding. Monitor performance and refine responses for improved response times and customer satisfaction.


Initial Customer Inquiry

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Initial Customer Inquiry is the first stage of the business workflow where poten...

Initial Customer Inquiry is the first stage of the business workflow where potential customers reach out to express interest in a product or service. This can occur through various channels such as phone calls, emails, social media messages, or in-person visits.

In this step, the customer's needs and expectations are assessed to determine if they align with what the business has to offer. The initial inquiry is typically responded to by a sales representative who provides information about the product or service, its features, pricing, and any relevant benefits.

The goal of this stage is to establish communication with the potential customer and gauge their level of interest in pursuing a business relationship. A clear understanding of their requirements allows the business to tailor its response and make an informed decision on how to proceed further in the sales process.

Routing of Initial Inquiry

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The Routing of Initial Inquiry step is a critical process in managing client int...

The Routing of Initial Inquiry step is a critical process in managing client interactions. Upon receipt of an initial inquiry, the system automatically routes the request to a designated team or individual based on predefined criteria such as product category, service type, or geographic location. This ensures that the client's needs are directed to the most suitable team member who can provide accurate and timely information.

The routing process involves evaluating the client's requirements against a set of predetermined rules, which may include factors like urgency, complexity, or specific expertise required. Once the optimal recipient is identified, the system notifies them via email or other communication channels, enabling prompt response and initiation of the consultation process. This streamlined approach ensures efficient handling of initial inquiries, sets the stage for subsequent engagement, and contributes to overall customer satisfaction.

Initial Chatbot Response

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The Initial Chatbot Response is the first step in the business workflow where an...

The Initial Chatbot Response is the first step in the business workflow where an automated chatbot engages with the customer. This step involves a pre-programmed conversation script that responds to the customer's query or issue in a predefined manner. The chatbot uses natural language processing (NLP) and machine learning algorithms to understand the customer's intent and provide a relevant response.

The Initial Chatbot Response is designed to address common queries, provide basic information, and offer solutions to simple problems. It serves as an entry point for customers who may not need direct human interaction or want to self-serve their needs. The chatbot's response can include options for further assistance, such as escalation to a human support agent or providing additional resources. This step helps reduce the workload of human support agents and enables them to focus on more complex issues that require personal attention.

Customer Follow-up Inquiry

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**Customer Follow-up Inquiry** This business workflow step involves contacting ...

Customer Follow-up Inquiry

This business workflow step involves contacting customers who have previously shown interest in purchasing or have already purchased a product or service. The purpose of this inquiry is to gauge their satisfaction with the purchase and identify potential areas for improvement.

Key activities involved in this step include:

  • Reviewing customer interaction history
  • Sending personalized follow-up messages via email, phone, or mail
  • Conducting surveys or feedback sessions to gather insights on customer experiences
  • Analyzing data and identifying trends or patterns

By engaging with customers at this stage, businesses can build loyalty, enhance their brand reputation, and generate new sales opportunities. The findings from this inquiry can also inform product development and service improvements, ultimately driving business growth.

Chatbot Follow-up Response

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Business Workflow Step: Chatbot Follow-up Response This workflow step is trigge...

Business Workflow Step: Chatbot Follow-up Response

This workflow step is triggered when a customer interacts with a chatbot but does not complete a desired action. The goal of this step is to send a follow-up response to re-engage the customer and encourage them to take the intended action.

The follow-up response can be in the form of an email, SMS, or push notification that acknowledges the customer's previous interaction and provides a clear call-to-action (CTA) for what they can do next. The CTA may include a link to complete a purchase, schedule a consultation, or provide additional information.

By implementing this workflow step, businesses can increase the chances of converting leads into customers and improving overall customer satisfaction. This step is particularly useful in cases where customers abandon their shopping carts or leave without completing a desired action after interacting with a chatbot.

Escalation of Complex Inquiry

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The Escalation of Complex Inquiry is a critical step in the business workflow th...

The Escalation of Complex Inquiry is a critical step in the business workflow that involves identifying and addressing intricate issues that require specialized attention. This stage is triggered when an inquiry exceeds predetermined complexity thresholds or fails to resolve through standard channels.

A dedicated team evaluates the escalated inquiry, gathering additional information as needed to ensure thorough understanding of the situation. They then consult with subject matter experts or other relevant stakeholders to develop a tailored response plan.

Once a comprehensive approach has been devised, the Escalation Team reviews and refines it in collaboration with key stakeholders before submitting a detailed proposal for approval. This rigorous process ensures that complex inquiries receive the necessary scrutiny and support to achieve a satisfactory resolution.

Live Support Agent Response

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This workflow step involves responding to customer inquiries submitted through l...

This workflow step involves responding to customer inquiries submitted through live support channels such as chat, email, or phone. The goal is to provide prompt and accurate assistance that resolves the customer's issue or concern.

The process begins when a customer submits a query, which is then received by the Live Support Agent. The agent reviews the inquiry and provides a response, either via chat, email, or by making a call to the customer.

Key tasks involved in this step include:

  • Reviewing customer inquiries for accuracy and context
  • Responding with relevant information or solutions to resolve the issue
  • Following up to ensure customer satisfaction
  • Escalating complex issues to senior agents or specialists if necessary

Effective communication and resolution skills are essential for Live Support Agents to provide high-quality responses that meet customer expectations.

Final Chatbot Response

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The Final Chatbot Response is the last step in the chatbot interaction process. ...

The Final Chatbot Response is the last step in the chatbot interaction process. After analyzing user input and performing necessary computations, the chatbot generates a final response based on pre-defined rules and algorithms. This response may include a confirmation message, an answer to a query, or a prompt for further action.

In this step, the chatbot's primary goal is to provide a satisfactory outcome that aligns with user expectations. The system reviews all available information, applies relevant knowledge, and presents a final message to conclude the interaction.

The Final Chatbot Response marks the end of the conversational flow and is typically triggered by user input such as submitting a form, clicking on a button, or reaching the end of a conversation sequence.

Customer Satisfaction Follow-up

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The Customer Satisfaction Follow-up is a critical business workflow step designe...

The Customer Satisfaction Follow-up is a critical business workflow step designed to gauge customer satisfaction levels and identify areas for improvement. This process involves reaching out to customers post-purchase or service delivery to solicit feedback on their experience with the company.

Key components of this workflow include:

  • Sending surveys or emails to customers at designated intervals
  • Collecting feedback through various channels, such as phone calls or in-person meetings
  • Analyzing customer responses to identify patterns and trends
  • Sharing findings with relevant stakeholders to inform business decisions

The primary goal of Customer Satisfaction Follow-up is to enhance the overall customer experience by addressing concerns and implementing positive changes. By actively seeking out customer input, businesses can build trust, loyalty, and ultimately drive long-term growth and success.

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FAQ

How can I integrate this Workflow into my business?

You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
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For detailed information, please visit our pricing page.

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