Preguntas frecuentes
How should I onboard new chatbot customers?
Send a welcome email confirming their account and explaining the setup process. Send an email walking them through creating their first chat flow and collecting customer data. Send a tutorial email on conversation design fundamentals like writing natural responses. Send an email about integrating their bot with their website or app. Send a best practices email with examples of high-performing bots. Space these over 1-2 weeks and include video tutorials. Track which customers complete onboarding steps to identify those at risk of churn. For customers with multiple channels, send setup help for each channel.
What performance metrics should I send weekly?
Send weekly summaries showing total conversations handled, resolution rate (percentage of conversations the bot fully handled), customer satisfaction rating, average conversation length, and most common topics asked. Compare metrics to previous week to show trends. Highlight what is improving and what might need attention. For ecommerce bots, include purchases influenced by the bot. For support bots, include tickets deflected. Make the email visual with charts showing trends. Include a one-sentence insight like "Your bot is resolving 20% more issues this week compared to last week".
When should I send alerts about bot performance?
Send immediate alerts when bot is offline or not responding. Send alerts when resolution rate drops 10% or more compared to baseline. Send alerts when customer satisfaction score drops significantly. Send alerts when conversation volume spikes unexpectedly. Include what changed, what the metric was before, what it is now, and what action they might take. Let customers customize sensitivity for alerts so they only hear about meaningful changes. Include a one-click link to investigate the issue in their dashboard.
How do I send conversation insights that improve their bot?
Analyze conversations to find patterns. Send emails like "Your customers ask about shipping 100 times per week but your bot only answers 60% correctly. Here is how to improve your shipping flow." Include examples of questions customers asked that the bot could not answer. Show a transcript of a conversation that went wrong and how to fix it. Recommend adding new conversation flows for common topics. This actionable insight shows you understand their bot and helps them improve. Include a link to a tutorial on adding new flows.
How do I segment chatbot customers by use case?
Ask during onboarding what they are using the bot for: sales, customer support, lead generation, appointment booking, etc. Ecommerce bots should get tips about product recommendations and upselling. Support bots should get tips about issue resolution and escalation. Lead generation bots should get tips about qualification and handoff. Segment performance metrics by what matters to their use case. A lead generation bot cares about conversion rate more than satisfaction score. Use dynamic segmentation based on their actual conversations.
Should I email about bot improvements and new AI capabilities?
Yes, customers want to know what their bots can do better. Announce improved natural language understanding by showing examples of complex questions the bot now understands. Announce new conversation abilities like sentiment analysis or multi-language support. Show use cases where these improvements help their specific industry. Send tips on how to leverage new capabilities. Include a demo video showing the new features in action. Make customers excited about upgrading or more complex configurations that leverage new capabilities.