Class 4: How to automate processes with ChatCompose


Process automation is a quick and easy way to complete the desired task efficiently with consistent and accurate results the first time and always. Currently, all types of companies are entering the phase of automating processes that are otherwise repetitive, time and resource consuming.

A business or company that does not automate its workflow processes generally uses many paper files, in the best case scenario spreadsheets and old mail.

In addition, the workflow is quite heavy for employees, who instead of engaging in truly productive tasks and generating income, must invest their efforts in these repetitive tasks.

This is how, in non-automated companies, it is common to find a graduate or a person with any other professional degree, performing monotonous tasks that have nothing to do with their qualities and abilities.

Automation gives professionals the possibility of growing and learning new things in the work environment and at the same time helps to streamline each process with less human intervention, thus eliminating the possibility of human errors.

Alternatively, business process management offers better visibility of the various tasks, which allows to detect bottlenecks and suggest areas for improvement and, therefore, increase the overall productivity of the business.

The ChatBots platform, ChatCompose, helps all types of businesses and companies automate some of their support and sales processes quickly and easily. Automation in many cases is a long and expensive process, but with ChatCompose, this process is simplified and it is much easier to achieve short-term objectives.

Chatbots in general are an automation mechanism that accelerates productivity in several ways. In this class we will see how chatbots can automate and improve communications with customers and how to automate processes with ChatCompose in general.

But let's start by identifying the steps to automate effectively.

Steps to initiate effective process automation

Let's take a quick look at the main steps that every company should consider before moving completely to automation.

Identify repetitive tasks

To identify the problem, a deep understanding of the business is essential. The best way would be to make a visual representation of the workflow as it is with the help of flowcharts and better understand it to identify repetitive tasks.

With the problem at the forefront you can a new workflow by simplifying the processes by automating repetitive tasks.

Define business objectives

The next step is to define your business objectives using your current manual workflow as a benchmark. You may want your workforce to handle less data entry and focus more on production tasks.

A chatbot can take care of collecting your customers' data, for example.

Select the appropriate workflow automation solution

Define how you want to achieve your business objectives and find the appropriate solutions. They can be in a software, a chatbot or any smart tool that increases productivity and minimizes costs.

Train users

Train your staff to make proper use of the tools. Any new change introduced by management is always met with resistance, as employees consider it unnecessary.

But focus on achieving the objectives and give the training your employees need.

Test your automations

Automation must be tested to see if it really works, start with tasks in the role of the initiator and verify that the conditional paths, parallel branches, and results work correctly. Run several tests to make sure all is working fine.

How to automate processes with ChatCompose

ChatCompose is a powerful solution to automate processes and accelerate workflow in several directions. Chatbots can address several problems practically without the intervention of a human agent, and what ChatCompose offers is a complete platform for creating marketing and support chatbots.

These are some of the processes that you can automate.

Lead generation: with a chatbot the lead generation process can be customized, by holding particular conversations with each potential client. ChatCompose offers a script creation interface to generate leads with the incorporation of messages, options and forms that can direct the client to facilitate their data in a conversation.

You can also edit your scripts as much as you want.

Customer service: chatbots provide a quick interface to solve customer inquiries. Through machine learning they can be trained and refined to answer increasingly effective queries.

With the use case Customer Support or the prebuilt Support ChatBot you can generate scripts to answer your customers' queries.

Targeted sales: Smart sales and smart cross-sales can be automated through chatbots. In ChatCompose you can generate sales scripts that direct your customers step by step to buy a product, but at the same time are smart to recommend other associated products in some way.

Thus, if for example a client asks for a long movie at dinner time, the bot can also recommend some foods or drinks during the conversation.

When combined with payment services, chatbots serve as a complete solution, in ChatCompose you can enter payment formats through the PayPal gateway.

Make reservations: Chatbots can automate the reservation process without the possibility of human errors. In the platform you have a special function of Reservations / Appointments where you can set your opening hours or availability for customer service.

You can also edit the scripts according to your type of business to offer the type of service that your customers require.

The bots created in ChatCompose can also help your users to contact you when they don't know how. Customers can even request a return call through a conversation.

Bots can also automate the process of information capture in general so you can add your customers' data to a database. They can answer questions 24/7, they are not exhausted as a human agent, they are always available and they can hold several conversations at the same time. All this translates into greater use of time and resources.

As we saw in classes 1 and 2, there are many use cases that you can assign to your bot and based on that, design a script in the script creation interface or train chatbots with questions, answers, skills and more.

In this class, we have shown how ChatCompose can help you automate many processes within your business, from data capture, to guided reservations and sales. Now you are ready, to create your own chatbot.

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