Sales IQ Script Smart Bot Development
We are currently in the process of designing a smart bot and we have already created the structure, we are just facing some difficulties with linking it with our CRM.
We
have already started with developing the smart bot. Its purpose is to:
- Create an easy way for our
visitor to be able to obtain the following quote (Care Providers, First
Aid Paramedics and First Aid Training) 24/7 (whether it be during business hours or outside of business hours)
What is left to be done
- When the user selected 1 of the insurance
quotation option above,
sync the information to our ZOHO CRM by converting it as a LEAD record which would trigger the workflows and blueprints that we currently have in CRM (we are thinking of FieldUpdate, but we are happy to review other options)
- When the Client wanted to select ‘Chat with a
Representative’,
If it is outside of business hour (e.g. after 5pm), provide an auto response
Topic Participants
Fahnaldo Xultan
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