Customer service
Answers to recurring questions and initial guidance for customers.
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WhatsApp bots that respond, qualify and route enquiries more effectively.
RM designs customer service workflows for frequently asked questions, data collection, initial screening, appointments, requests and handover to a person.
Qualification
Collecting information to understand interest, urgency and context.
Handover
Transferring to a person when the conversation needs further attention.
Integration
Connections to CRM, forms, spreadsheets, notifications and calendars.
Example workflow
- A customer sends a message on WhatsApp
- The bot identifies the subject of the enquiry
- It collects their name, contact details and requirements
- It records the lead in a CRM or spreadsheet
- It passes the enquiry to the team with context
AI agents
Where appropriate, RM can include AI agents to help with responses, information retrieval and initial screening. The solution is defined following an assessment.