exploring the use cases of an - acuvate.com
TRANSCRIPT
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By Industry
CONTENTSBy Function
Banking and Financial Services
Consumer Goods and Retail
Insurance
Legal
Airlines
Hospitality
Education
Automotive
Telecommunications
Healthcare
Manufacturing
Sales
Marketing
IT Helpdesk
Business Intelligence
Intranet
HR
Recruitment
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A chatbot is a computer program which can converse via textual or auditory methods. Often regarded as the “darling of the media”, chatbots (or bots) are currently one of the most popular AI technologies. There are also rule-based bots which don’t have AI incorporated in them. However their relevance is fast decreasing in today’s disruptive world.
Usually built with a Chatbot Platform or Frameworks, bots are deployed on messaging apps or virtual assistants to converse with end-users. The advancements in Artificial Intelligence and its related components like Machine Learning and Natural Language Processing (NLP) led to the creation of highly intelligent bots with smarter responses in a natural language tone.
“Chatbots are the “apps” of voice and messaging platforms define how users and customers converse with your digital business services and data” - Gartner
Understanding an Enterprise Chatbot
What are chatbotsA)
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A Few Places Chatbots Exist
Messaging Applications
Virtual Assistants
Skype
Cortana
Skype For Business
Amazon Alexa
Telegram
Google Assistant
Slack SMS Microsoft Teams
Facebook Messenger
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How Chatbots Drive Value For Your Enterprise
What you can do with a chatbot
B)Chatbots offer several diverse use cases for both your employees and customers. Unlike a typical application’s or website’s traditional Graphic User Interface (GUI), the Conversational User Interface (CUI) of a chatbot simplifies business workflows, tasks and much more. Before understanding how chatbots drive value, it’s imperative to understand what you can do with a chatbot.
Ask Questions
Get Information
Receive Personalized Alerts
Perform Tasks
EmployeeHow many casual
leaves are left?
What is the marketing ROI for 2016 and 2017?
There is a dip in sales revenue in London for
the past 2 weeks.
There is a issue with my laptop. Generate an IT helpdesk ticket.
CustomerHow much did
I spend on restaurants in May?
What is my total account balance?
There are unfinished orders in your cart. Do you want to proceed
with payment?
I want to make my credit-card payments.
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User
Action
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How The Future of Chatbots Looks LikeC)
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63% of people would
consider messaging an online
chatbot to communicate with
a business or brand
Mindshare
63%1
4 5
2 380% of businesses want
chatbots by 2020.
Oracle
80%The Global Chatbot Market is to
grow at a CAGR of 37.11% during
the period 2017-2021.
Orbis Research
37.11%
$8 billionChatbots are expected to cut
business costs by $8 billion
by 2022
Juniper Research
By 2020, an average person
will have more conversations
with chatbots than
with his/her spouse.
Gartner
2020
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Banking & Financial Services
What is my debit card balance?
What is the nearest branch?
Thanks, Can you change my registered email address?
New Jersey
Yes, please change it to [email protected]
Hi John, Your current total balance on debit card no. ending with 7890 is $7890.
Hello Maria, Please tell me your current location or turn location services on.
Sure, I understand your present registered email address is [email protected]. What should I change it to?
Here are some branches closest to your location.Long Branch - Get DirectionsSomers Point - Get DirectionsJersey City - Get Directions
Your registered email adress has been updated from [email protected] to [email protected] . Is there anything else I can do for you?
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• Account balance
• Transaction history
• Find nearest ATM or branch
• Inquire about different offerings and
products
• Credit limit
• Company policies and complex financial
jargon
• Mini statement for the desired time
period
• Interest rate report
• Update contact information
• Connect to a live agent
(human hand-off)
• Transfer money from one account to
another
• Bill payment
• User registration
• Execute transactions
• Report lost card
• Reset card PIN
• Personalize banking services
• Personalize marketing strategies and
drive sales
• 24/7 availability and customer
service
• Get customer feedback and
measure customer satisfaction
• Self-service transactions
• Handle FAQ, basic and simple
queries
• Improve ESAT and customer loyalty• New offerings personalized to the
customer
• Suggest money saving ideas
• Bill payment alerts
• Individualized financial advices
Ask Questions
Customer-facing use cases
Get Information
Perform Tasks
Receive Alerts
Benefits
Learn More About Acuvate’s Approach
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Consumer Goods &
Retail
What are you looking for today?There’s a dip in sales in London for Brand A this month
Brand A: $450,000Brand B: $900,000Brand C: $950,000Brand D: $600,000
Select size: 7, 8, 9, 11
I found these
Men’s black sneakers under 200 dollars
Show me total sales for London by brand
Show the same as a chart
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• Product exploration and discovery
• Shipment status
• Add items to cart
• Place orders
• Book appointments
• Connect to customer support agen
• Business KPIs related to inventory, field
sales, marketing, supply chain etc
• Update records in your BI, CRM and LOB
systems
• Email or provide link to reports
• Product related information
• Company policies
• Alerts and suggestions on Discounts or
coupons or any other sales offers
• Alerts New product launch
• Personalized guidance for product
purchase
• Product suggestions
• Simplify purchase process
• Personalize shopping experience
• Drive sales by recommending the right
product at the right time
• Reduce cart abandonments. Increase
sales
• Provide personalized shopping advice
• Enhance customer loyalty, CSAT and
customer experience
• Suggest sales offers that matter
• 24/7 customer service
• Enable data-driven decision-making
• Simplify data consumption for field
sales and decision-makers
• Revenue, sales, product reports
• Access documents, Get links to dash-
boards
• Dip in inventory, sales, product
performance, marketing ROI or any
other desired business KPI.
Ask Questions
Perform Tasks
Use Cases
Customer-facing
Employee-facing
Ask Questions
Perform Tasks
Get Information
Receive Alerts
Get Information
Receive Alerts
BenefitsCustomers
Employees
Acuvate’s Approach for Retail Business
Acuvate’s Approach for Consumer Goods Business
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Insurance
Hello there! I am the XYZ Insurance assistant. How can I help?
I’ll be happy to help you choose the best policy and plan. Please write your question or select an option.
[Travel insurance][Health insurance][Vehicle insurance][Life insurance]
What are your new insurance policies?
Travel Insurance
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[Get a quote][File a claim][What are your new insurance policies?]
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• Scheme and plan related questions
• Update user info
• Change user authorization for receiving
insurance information
• Schedule appointments with evaluators
• Arrange emergency relief during accidents
• Filing a claim
• Payments
• Send personalized quotes to users
• Insurance documents of the customer
• GDPR compliant conversations
• Simplify complex jargon for customers
• Help customers understand the policies
or any domain-specific terminology
better
• Streamline claim filing process
• Simplify regular tasks like payments
and updating user info
• Better marketing through personalized
plan recommendations and alerts on
new plans
• Increase customer agent productivity by
answering FAQ.
• Send new plan/scheme alerts to users
• Provide recommendations to prevent
loss
• Provide guidance for choosing the right
plan
Ask Questions
Customer Facing Use Cases
Perform Tasks
Perform Tasks
Receive Alerts
Benefits
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Legal
Chatbot: Hello there! You can ask me any question or here are some options[Free Legal Advice][Book an Appointment]
Here are some areas of practice we hold profound expertise in.
DivorceCriminalIntellectual Property
Hi Ted, [here] is the latest NDA template
Do you want to see the last 5 contracts for similar customers?
I have emailed you the links to those documentsSure, please share your name
and email ID.
Which services do you specialize in?
Can you schedule a consultation with a divorce attorney?
I need a template for drafting an NDA
From Delve, I see that you’re working on contract for clients XYZ associates
Yes, that would help.
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• Understand legal services and offerings
of law firm
• Queries for better understanding
unknown legal jargon
• Basic legal queries while staying
anonymous
• Book appointments with attorneys at
the desired time
• Fill forms
• Laws & policies of different
departments, states and countries
• Fill forms
• Draft documents
• Basic Legal information and documents
• The law firm’s Policy and privacy
documents
• Updates in existing law
• Alerts on new laws
• Provide personalized legal advice
• Recommend attorneys
• Increase work productivity and decrease
documentation & report generation work
• Get pin-pointed information swiftly by
asking natural-language questions
• Save time and avoid going through a
lot of documents, past case studies for
getting the desired information
• Draft documents by providing the
relevant information
• Offer a certain amount of free legal
advice
• Drive leads and appointments
• GDPR complaint conversations
• Self-service and 24/7 availability
• Learn complex legal jargon swiftly and
effortlessly
• Access case studies and documents
• Relevant contact information of various
people
• Changes or updates in existing law
• Alerts on new laws
• Suggest information the attorney can go
through
Ask Questions
Perform Tasks
Use Cases
Client Facing
Attorney Facing
Ask Questions
Perform Tasks
Get Information
Receive Alerts
Get Information
Receive Alerts
Benefits for Attorneys
Benefits for Customers
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Airlines
Hello Maria, What can I do for you?
Hello James, We regret to inform you that your Flight #1234 to London has been cancelled due to bad weather conditions. Your ticket amount will be refunded in 24 hours. You’re also entitled for a meal or a hotel voucher. What would you choose?
I have booked a room under your name at our airport hotel.
[Here are a few options you can choose from]
Sure, [Here are a few options you can choose from]
Flight #7890, $259, 08:00 AM - 10:15 PM, 1 Stop [DUB]. [View details] [Book Flight]
I want to book a flight from Los Angeles to London on December 21st.
What is the cheapest option?
Hotel voucher
Thanks, what are the next available flights to London?
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• Different available flights and their info.
• Flight status updates
• Access boarding pass, booking info,
airlines policies and flight details at one
place
• Book tickets
• Make edits to the planned itinerary
• Update user info
• Fill applications & required information
while booking tickets
• Request additional services -
wheelchairs, additional baggage, lost
and found etc.
• Bot acts as the single point of
contact for help at all the touch points
of travel - before, during and after travel.
• Enhance customer experience by
providing personalized travel advice
and recommendations
• Drive sales by sending promotions and
exclusive deals at the right time
• Reduce waiting time for customers
• Handle crisis management better and
reduce inconvenience.
• Keep customer informed at all times. • Alerts about exclusive deals and
promotions
• Personalised recommendations for
flights, travel, holiday destinations etc.
• Suggest alternative routes/flights
• Alert about flight cancellations and
Ask Questions
Customer-Facing Use Cases
Get Information
Perform Tasks
Receive Alerts
Benefits
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Hospitality
Hello Jessie, I am the Rose Hotel bot. I am how can I help you today?
Sure [Here is a detailed compar-ison table]
Hello Jessie, I am the Roses Yellow Hotel Bot. What can I do for you?
Here are some of our top hotels in London.• Rose Yellow - Camden
[More info] [Contact hotel]• Rose Blue - Enfield
[More info] [Contact hotel]• Rose Red - Harrow
[More Info] [Contact hotel]
Sure, our Housekeeper has been notified and will reach your room shortly.
You’re entitled for a complimen-tary breakfast today. [Here are the list of options]
Planning for a stay in London. What are the available hotels?
Can you do a comparison of prices and facilities?
Please book a room in Roses Yellow for 30th November.
There is an issue with my TV. Can you send someone for help?
Thanks. What’s special for breakfast today?
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• Queries about different hotels, facilities
offers, pricing etc. while booking
• Discover hotel amenities during stay
related to food, entertainment, etc.
• Get comparison analysis of different
hotels during booking
• Get information on different facilities
provided by the hotel
• Local sightseeing, places to visit etc.
• Book the desired rooms in the desired
hotels
• Do check-ins and check-outs
• Upgrade your plans and reservations
• Call for help from hotel staff - bell boys,
laundry, masseuse, valet etc.
• Order food and get it delivered to the
chosen location in the hotel
• Provide feedbac
• Bot acts as the single point of contact
for help to guests at all the touch points
of stay - before, during and after stay.
• Improve guest experience
• Provide 24/7 self-service support to
guests
• Cross-sell by recommending
personalized offers and promos
• Send personalized alerts on new
promos, deals, offers etc. pre, during
and post stay
• Provide travel advice by recommending
places to visit.
• Alert on check-ins and check-outs
Ask Questions
Customer-Facing Use Cases
Get Information
Perform Tasks
Receive Alerts
Benefits
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Educational Institutions
Hello there, I am the BAT university website bot. How can I help you?
Here is the complete list of [Undergraduate courses offered at BAT]
The undergraduate course length for Biochemistry is 4 years. The tuition cost is close to $30000. Would you like to check out the scholarship options available?
Hello Alice, I am the BAT university student portal bot. How can I help you?
Sure, I understand your current contact number is +1-123-123-1234. What should Ichange it to?
Great, your contact number has been changed!
Which undergraduate courses do you offer?
Thanks, what is the course length and tuition for Biochemistry?
I’d like to change my registered contact number.
+1-456-456-4567
Your new assessment results are now out. Would you like to check them?
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• Queries related to the university and
courses during registration
• Assessments related questions
• Tuition fees, Time tables, scholarships,
grades etc.
• University policy documents
• Enrollment certificates
• Academic information
• Disability & other personal information
• Course and administration related infor-
mation
• Access course documents
• University registration
• Send feedback about professors,
courses etc.
• Electoral registration
• Update contact information
• Register for courses
• Fill applications
• Apply for permissions
• Book Degree Ceremony
• Provide a personalized 24/7 self-service
student experience
• Bot acts as a single point of contact
for all needs of the student - from
registration to farewell
• Reduce administration costs
• Improve productivity of teachers and
administration staff
• Alert on test results
• Suggest new courses for enrollment
• Send personalized examination time
tables
• Broadcast university announcements
and news
Ask Questions
Student-facing use cases
Get Information
Perform Tasks
Receive Alerts
Benefits
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• Provide personalized advice and recommendations for choosing the
right automobile
• Offer comparison analysis for different products
• Book test-drives
• Equip the buyer with all necessary information such as variant,
features, price, financing, insurance etc.
• Send service reminders
• Bill payments
• Schedule service appointments
• Give feedback
Customer-Facing Use cases
Automotive
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• Provide information on different and queried recharge plans
• Suggest recharge plans based on usage
• Make bill payments
• Answer basic questions
• Provide troubleshooting advice
• Send alerts on new offers and plans
• Personalize offers to each user and cross sell
Customer-Facing Use cases
Telecommunications
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• Managers can give orders for additional supplies when required
• Bot lets managers check the status of parts and materials
• Order fulfillment
• Obtain information about pending orders and current inventory
• Obtain information about expected delivery dates and status of the
shipment
• Obtain information on the equipment metrics, and make necessary
alterations to the temperature, pressure, etc. to ensure that the
equipment is performing at maximum efficiency.
• Improve ESAT
• Bots act as assistants for your sales teams
Employee-Facing Use Cases
Manufacturing
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• Schedule appointments and make changes to or cancel existing ones.
• Get medicine reminders
• Check status of reports and get reports
• Provide personalized health tips
• Fill applications and register
• Basic FAQs
• Check patient info
• Check scheduled appointments
• Fill/update prescriptions
• Send appointment reminders to patients
• Pull patient records
Patient-Facing Use Cases
Clinician-Facing Use Cases Healthcare
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Sales
Marketing
IT Helpdesk
Business Intelligence
Intranet
HR
Recruitment
Chatbot Use Cases By Function
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IT Helpdesk
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• Status of tickets
• Common Troubleshooting questions like
VPN or password not working.
• Ask instructions for common IT issues
• Outage reports
• IT policy documents and reports.
Ex: BYOD policy.
• Access knowledge base
• Pending cases report
• Case-related information
• Reset passwords for devices and
network
• Talk to a live agent (human-handoff)
• Raise tickets
• Fill form fields via conversation
• Report incidents
• Create incidents
• Create outage report
• Submit change requests
• Escalate cases
• Make notes
• Disable, wipe or suspend devices
• Send outage alerts to affected users
• Provide self-service to employees
• 24/7 availability
• Eliminate calls
• Reduce cost per ticket
• Answer FAQ
• Increase IT staff productivity
• Address level 1 issues
• Spread awareness about IT policies &
initiatives
• Modernize incident management
• Categorize and route incidents better
• Quicker resolutions
• Increase employee experience and
productivity• Incident notifications
• New change request notifications
• Task notifications
• Access request notifications
• Asset request notifications
• Outage alerts
Ask Questions
Get Information
Perform Tasks
Receive Alerts
Benefits
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Business Intelligence
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• Queries about business KPIs
• Get pin-pointed answers of any
information available in the BI
system ex: What is the top performing
product in 2018?
• Access reports available in the BI or LOB
or DWH systems.
• Get links to the desired dashboards
• Update records and details
• Bot can send email of the desired
dashboard
• Get visual reports in multimedia formats
• Simplify the consumption and
interaction with data
• Drive business intelligence adoption
and data-driven decision-making
• Get data at fingertips
• Ask questions in a natural language
tone
• Set and Get alerts on any dip in KPIs like
low stock, revenue, etc.
• Eliminate multiple logins to BI systems
and filtering dashboards
• Sales and supply chain assistants
• Increase topline and reduce inventory
Power BI, SAP Business Objects, Oracle or
any other BI, CRM and LOB systems or data
warehouses.
• Set and get alerts about dip or rise in
any business KPI.
Ask Questions
Get Information
Perform Tasks
Receive Alerts
Benefits
Integrate with
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Intranet
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• Get intranet information via natural language questions
• Get latest announcements and news in the intranet
• Get links to desired intranet documents
• Content authors can update content with a chat interface
• Get personalized alerts and timely updates
• Perform tasks like leave request, travel settlement requests, IT
requests etc.
• Drive intranet adoption, collaboration & ROI
• Personalize the intranet experience. Employees don’t have to swift
through unrelated intranet content.
• Access intranet resources faster
• Reduce intranet redesign investments
• Improve employee experience and productivity
• Faster intranet content updation
Use Cases
Benefits
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Sales
What is the estimated close date of my opportunity with Mark from AGH?
Thanks, add a note - Mark needs changes in the proposal.
Create a new lead. Name - Maria, Company - YUD, email - [email protected]
October 12th. The next follow up is scheduled on September 20th.
Hi. I’m the CRM bot!
I have added the note. What else can I help you with?
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• Lead status
• Pinpointed prospect-related queries
• Sales KPIs
• Get pin-pointed answers of any informa-
tion available in the CRM or BI systems.
• Access reports available in the CRM, BI
or LOB or DWH systems.
• Get links to the desired dashboards.
• Create new leads
• Update lead status
• Fill lead details
• Bot can send email of the desired
dashboard
• Get visual reports in multimedia formats
• Update CRM records
• Create new opportunities
• Other data entry activities -. key
notes, details, insights from the
prospect/customer.
• Increase CRM adoption
• Simplify and automate data entry into
CRM systems
• Update CRM records quickly
• Access customer/prospect intelligence
swiftly during calls/meetings
• Reduce manual data-entry and
administrative tasks for sales reps
• Increase sales reps productivity
• Enable data-driven decision-making
• Increase lead conversion ratio
• Stay updated with real-time KPIs and
lead intelligence
Data Warehouses and CRM, BI and LOB
Systems
• Set and get alerts about dip or rise in
any sales KPI.
• Notifications about change in leads
status
Ask Questions
Get Information
Perform Tasks
Receive Alerts
Benefits
Integrate with
Learn More About Acuvate’s Approach
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Marketing
Hello there! I am BAC’s website bot, how can I help you today?[Learn more about BAC’s products][Schedule a Demo of BAC’s product A][Talk to Sales][View our insights]
Great! I just need to ask a few questions. What is your name?
Awesome! What is your email address?
Schedule a Demo
Luisa
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• Lead generation
• Lead qualification
• Book sales meetings
• Schedule demos/consultations
• Suggest relevant content based on user’s website activity
• Capture email addresses and other visitor details in a simplified
manner
• Personalize website experience
• Skyrocket visitor to lead conversions
• Qualify leads effortlessly and generate only high qualified leads for
sales teams
• Engage visitors
• Gather visitor/lead intelligence
• More demos/consultations with potential customers
• Eliminate filling of long forms in landing pages
• Grow your email list
• Close more deals and accelerate revenue
Use cases
Benefits
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HR
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• Company FAQs related to leaves,
insurance, policies, day to day
activities etc.
• General HR enquiry
• Status of existing HR cases
• Repetitive onboarding-related queries
about the work, reporting manager, rules
of the land, missing laptop or ID card
and so on.
• Access Company and HR policy
documents
• Access knowledge bases and
information repositories
• HR case management reports
• Get employee information
• Capture details of new hires and
complete various onboarding forms via
chat
• Give appraisals to employees
• Apply for leaves/PTOs
• Create a HR case
• Update profiles and contact information
• Schedule appointments with HR
personnel
• Connect and chat with a HR agent
(human hand-off)
• Raise HR ticket
• Request hardware assets
• Update employee profiles
• Various onboarding tasks like setting
passwords, security badges, selecting
payrolls etc.
• Set up employee training procedures
• Log daily work hours
• Reduce cost per contact
• Bot acts as the go-to assistant
to complete different tasks and get
information through out employee
life cycle
• Streamline all HR activities from
onboarding, engagement, training to
leaving
• Increase HR personnel productivity
• Improve employee engagement,
experience and productivity
• Modernize case management
• Make onboarding a breeze and reduce
costs
• Provide 24/7 self-service support to
employees
• Reduce Average Abandon Time (AAT)
SAP HRIS, Oracle HRMS, Workday, or any
other HRIS or HRMS applications
• Send HR announcements and
notifications to different departments or
locations
• Personalized HR alerts to employees
• Alerts and guidance for open
enrollments
• Send reminders
Ask Questions
Get Information
Perform Tasks
Receive Alerts
Benefits
Integrate with
Learn More About Acuvate’s Approach
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Recruitment
I’d like to know more about the sales manager position. What is the salary?
Am I expected to travel?
Thanks, I’d like to apply for the position.
Annual salary package depends on your current income and experience. It could be anywhere between $80k- $100k.
Yes, upon selection you’d be expected to travel nationally and internationally.
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• Resume Parsing
• Ask qualifying questions inquiries to filter the applicants for the
screening process
• Provide updates about the status of an application
• Answering FAQs
• Scheduling interview with recruiter
• Gather candidate feedback and scope for improvements
• Reduce cost-per-hire
• Increase recruitment team productivity
• Eliminate paperwork
• Enhance candidate experience
• Reduce recruitment time by qualifying and disqualifying candidates
swiftly at scale
• Automate the manual and administrative recruitment work
• Keep candidates engaged throughout the process
• Reduce missed opportunities
• Improve employer brand
Use cases
Benefits
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• Understand what are the most frustrating
tasks/processes for your teams, what decreases their
productivity, which jobs do they find tedious or boring,
how often is it happening and to how many.This will
enable you to craft the right problem statement.
• Identify and prioritize viable chatbot use cases for your
enterprise.
• Implement pilot chatbot projects for multiple use cases
and set direct KPIs for each
• Over time measure the success of the chatbot in each
scenario and the business value generated
• Shortlist potential use cases, launch a full-fledged
chatbot project.
A lot of enterprises struggle with taking optimal decisions
because no use case seems to be the right one. Here are a
few tips
Choosing the right use case
“Enterprise architecture and technology
innovation leaders must exploit the viable use cases today while
exploring opportunities for conversational
systems in the future” - Gartner
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Build-a-Bot is a one day program that will empower you to
kickstart your enterprise chatbot journey. Acuvate team
will work closely with you to educate you about enterprise
chatbots. We will also be providing hands-on experience
on building your own enterprise chatbot customized for
your organization specific use cases.
• Kickstart your Enterprise chatbot journey
• Understand and experience chatbot use cases
• Access to chatbot & the chatbot builder platform used
during the workshop for 1 month post the workshop.
• Help from subject matter experts
Register for Acuvate’s Build a Bot Workshop
WORKSHOP BENEFITS
Register Now
39
Build your bot in hours using BotCore, an enterprise chatbot accelerator solution
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Acuvate is a Microsoft Gold Certified Partner with 11+ years experience in improving business efficiencies and revenue for numerous enterprises worldwide. We do this by building enterprise applications that help in intelligent analysis, collaboration and orchestration of information.
Over the past few years, we have helped several enterprises build & launch chatbots to meet the needs of their employees, customers and vendors. We leverage our enterprise chatbot builder platform - BotCore to build, deploy and manage custom chatbots for companies across industries.
BotCore is an enterprise-grade bot builder platform using which
enterprises can create, build, train, deploy and manage chatbots for their
organization. BotCore is fully deployable on both on-premise and
cloud environments
SharePoint intranet
chatbot - MeshBot
IT helpdesk
chatbot
Sales intelligent
assistant - SIA.
About Acuvate About BotCore
Meet our predefined chatbot personas
Learn More About BotCore
Know More Know More
Know More
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CONTACT US
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