chatbots

Generative Artificial Intelligence (Generative AI) is opening up opportunities to develop a new breed of apps: smart, intelligent workhorses that can do the work of hundreds of individual apps – all from a simple natural language prompt. When you think of a copilot, the first thing that comes to mind is someone assisting a captain fly an airplane. But by the end of 2023, the word “copilot” was trending in a big way in the AI world. Take generative AI technology that we’ve come to know of recently via apps like ChatGPT and Bard and put that power right into your workflow, that is what an AI copilot is. At a fundamental level, an AI copilot is an AI-powered assistant that can help you execute simple tasks faster than ever. Imagine you’re about to book a business dinner with a customer in another city. Before AI copilots came along, you’d first go through your customer relationship management (CRM) data to check for any food preferences—often with the support of salesforce consulting services to ensure customer data is organized and easily accessible. Next, you’d open a table booking app to find a suitable restaurant and check availability. Then, you’d switch to a travel app to book your itinerary. Finally, you’d open your email app to send a personalized confirmation with all the details. That’s a minimum of four separate apps and at least half an hour of repetitive, manual work. Now imagine this. You open one app, your AI copilot app. Instead of navigating through 4 different apps which might take several minutes or even hours, you simply type in your AI copilot app, “Book dinner with Jonathan next Monday.” Your AI copilot will work in the background and execute all of the above steps. Once done, it will send you confirmations by email and/or text, all of this with minimal intervention from you. Beyond the evident savings in time and the obvious novelty of cutting-edge technology, it’s hard to fully convey in words the true value of this digital transformation using conventional methods. These AI copilots can do the work of dozens of apps concurrently – generate draft reports, author relevant and accurate customer service responses, compose sales emails, renew product subscriptions, pay our bills, and more. But first things first, how exactly do they get the job done? How does an AI copilot work? At the heart of AI copilots are building blocks referred to as copilot actions. A copilot action can refer to a single task or can include a collection of tasks required for a specific job. These may include: Updating a CRM record. Generating product descriptions from CRM data. Composing customer email replies. Handling a range of customer service use cases. Summarizing transcripts from chat sessions. Highlighting action items from meeting notes. These tasks can be triggered via automation or on demand in any pre-defined sequence, or they can be autonomously executed by the AI assistant using **salesforce AI services**. A copilot’s ability to understand natural language requests, work out a logical plan of action, and execute tasks is what makes it unique. Powered by salesforce AI services, an AI assistant can handle multiple instructions (we literally mean thousands), learn from those actions, and continuously improve over time. The more it acts, the better it gets. When multiple tasks are required to be accomplished, actions allow your AI assistant to perform a wide range of business tasks. For example, an AI copilot can help a service rep quickly resolve a case in which a customer was overbilled for a service. Or it can help a sales rep close a deal by recommending the next best actions. Want to understand in depth? Let’s get our AI copilot into action. Take the earlier example of setting up dinner with your customer, Jonathan. If you use Einstein Copilot in Salesforce, it would know Jonathan’s initial context, like his name and CRM interaction history, but it would need a little more information from you, like date, time, and location. It could then execute actions based on your earlier one-liner instruction and respond with any other questions relevant to the associated actions: It might ask you which Jonathan you want to set up the dinner meeting with (in case of multiple contacts with the name Jonathan) and what type of cuisine Jonathan prefers if those preferences are not already there in the CRM. What’s interesting about Einstein and other AI copilots is that they make you feel you are having a conversation with a fellow employee just like you would do over SMS or WhatsApp. But in reality, you’re just chatting with a highly sophisticated computer program. The native Salesforce SMS app serves as the conversational interface acting as a bridge between your CRM data and you and serves up information over a text conversation. The AI copilot determines what actions to execute and then generates dialogs in runtime, summarizes the output data, and paraphrases it in common human language. To you, it feels like you’re having a reasonably sophisticated chat conversation with your AI assistant. It lasts only a few seconds and then your travel itinerary is done, and your dinner is set up with minimal effort on your part. You just tell an AI copilot – “Do so and so task” and it diligently works in the background choreographing a complex workflow of processes and rummaging through data to deliver a result that would otherwise have taken a human far more time and much more actions. What are the different types of AI copilots? Although the technology of artificial intelligence has been around for a while, the concept of AI copilots is fairly new. Ever chatted with a customer service rep on an app or website only to realize it was actually a bot? That’s a type of copilot. It helps customers with basic service questions but often fails to get to the deeper details of your issue. And when you get frustrated with a back-and-forth conversation that’s going nowhere, you turn to an actual human for assistance. Chatbot technology got a shot in the arm with the launch of recent AI platforms such as ChatGPT, Bard, Google's Gemini, etc. These generative AI platforms can compose emails, write code, generate reports, and even analyze data. With AI copilots, the interaction becomes even more sophisticated, with your own AI copilot working in the background to help you improve everything you do. The AI chatbot for Salesforcecalled Einstein bot is one of the several new copilot entrants in the market along with similar solutions from Microsoft and GitHub. Here’s the key takeaway: When you are doing your research to identify an AI copilot for your business, establish one key decision parameter. Will it only use external sources for information like ChatGPT, or whether you will be able to securely connect it with all your organizational data – structured and unstructured? Why you should use an AI Copilot If you are reasonably well-read about the recent developments in the AI space, you would be familiar with popular large language models (LLMs) such as Google’s Gemini or OpenAI’s GPT-4. These LLMs power chatbots such as ChatGPT and are great for specific tasks. Their responses can be limited though since some of them have access to data only till 2022. And models like the ones used by ChatGPT only have access to public information about your business, they obviously don’t have access to your trusted CRM data.  Which means they can’t help you create relevant and accurate customer service replies or tell you about promising sales opportunities, nor can they act on your behalf to reply to an email or make a dinner reservation. But an AI copilot changes everything. Let’s go back to dinner with Jonathan. Your trip was successful. Now, you may wish to thank him with a bottle of his favorite wine. Because your AI assistant already has the necessary actions to look up Jonathan’s CRM record to find his favorite brand and to charge your card on record, all you need to do is type, “Send Jonathan a bottle of his favorite wine.” And this example is akin to the first chapter in a beginner's course on AI copilots. Imagine executing thousands of actions in virtually limitless combinations. With an AI copilot, retail marketers can create product descriptions in multiple languages in minutes, path lab clinicians can review lab results and help doctors make diagnoses, and finance professionals can analyze mountains of data in no time to propose multiple investment opportunities. The use cases are virtually endless. With an AI copilot, you can quickly transform your business to be more efficient and productive, regardless of the industry you work in. A conversational, generative AI-based digital assistant will do all those routine tasks that are limiting your bandwidth to scale by helping you to engage with your data like never before. Does it seem that development around AI is happening at a breakneck pace and the very idea of wanting to figure out what you should do around AI to help your business is giving you a headache? Well, you’re not alone. As a trusted Salesforce Implementation partner for over a decade, our experts can guide you on how to combine the power of CRM, Data, and AI to propel your business into the next phase of growth.

Imagine a scenario where a customer calls customer support only to navigate through multiple options and then being put on hold for several minutes before getting through to an agent. Only to be put on hold again as they look for answers to your problem. We’ve all had to deal with this at some point. And this is only half the story. Imagine being asked the same question over a hundred times a day by different customers. And not knowing answers to most of those questions. That’s what customer service teams have to deal with on a daily basis. In a world of fickle customer loyalty, how do businesses deliver excellent customer service? Disruptive technology like Artificial Intelligence (AI) may have the answer. Let us look at 10 ways in which AI can enhance the customer experience. 1. Chatbots Customer service reps today have to deal with a large number of calls on any given day. And on top of that there’s performance pressure to reduce the average resolution time. Enter Chatbots. Not only can chatbots provide quick answers in real-time, they can also reduce the case load on human agents by resolving common customer queries quickly. 2. Cost reduction Chatbots can help businesses trim customer service costs significantly by accelerating response times, freeing up agents to work on more complex cases, and resolving a very high % of routine customer queries automatically. A great example of this is call automation, which combines machine learning and voice recognition to augment existing IVR systems while delivering a significant cost reduction as compared to human agent assisted set ups. 3. Round-the-clock support Customers want service delivered at the time and on the channel of their choice. Businesses must be available at all times to customers to support them. Automated customer service makes that possible. It allows enterprises to deliver 24/7 customer service and resolve cases as soon as they come to light. This means customers don’t have to wait for long periods for a response. Prompt case resolution improves customer satisfaction and builds trust, loyalty and brand reputation. 4. Improved human interactions with customers AI can play a key role in supporting human interactions with customers. Two of the most common ways in which AI is supporting customer service is through AI-driven messaging and email tagging. AI-driven messaging allows service reps to handle a big chunk of cases with chatbot assistants. With AI-driven email tagging, service reps don’t have to read every customer email. AI-powered tools can scan and tag emails, and direct them to the right inbox. This frees up time for service reps so they can work on more complex tasks that necessitate human intervention. 5. Personalized experiences According to Salesforce, 72% of customers want to be able to solve service issues by themselves. AI technology can play a significant role in enabling customers to find what they are looking for more efficiently. AI analyzes customer data and key metrics, and makes intelligent recommendations on products or services to customers.  AI is always working in the background, analyzing every incoming piece of data, and suggests best fit content to customers. AI enables service reps to have a better understanding of customers, so they can send relevant content to them at the right time on their preferred channel. As a result, customers are able to find what they are looking for without having to call customer service. 6. Gathering data AI-powered technology simplifies data aggregation and serves a unified customer snapshot. Earlier, AI relied on existing customer data that was fed manually. Today however, things are far more advanced. Today’s AI-powered solutions proactively request data automatically. They can easily analyze patterns in behaviour, understand customer sentiment and quickly respond to their needs. 7. Predictive insights It is critical for businesses to deliver engaging and personalised experiences to customers.  AI powered personalization makes it easy for businesses to serve up tailored products or services to customers. Many businesses around the world that have integrated AI technology into their systems to deliver relevant information to customer, have seen significant improvement in their customer satisfaction scores. This improves brand reputation and builds loyalty. 8. Deeper insights from customer data In the early days, data mining was tedious and time-consuming. Today with AI-powered tools and solutions, huge amounts of data can be captured and analysed faster than ever, to get deeper customer insight, opening up new market segments and opportunities for brands. With AI, businesses can capture every customer action, uncover their interests, and apply these insights to drive targeted campaigns. AI can help businesses get faster results, get deeper insight, and eliminate human error and bias. And freed up human resources can be utilized for more complex tasks. 9. Assisting customers to drive decision making In today’s COVID 19 context, customers spend a lot more time online. They engage with brands across devices, and personalization across every touchpoint becomes all the more critical to assist customers in making the right decision. AI-powered assistants respond to customer queries in real time, and with a deeper insight on customers, are able to serve up intelligent recommendations to accelerate decision making. This frees up agent time and they can focus on more pressing tasks. In case of service requests when the conversation between a chatbot and a customer becomes complex, the interactions is automatically handed over to a human agent with a snapshot of the entire interaction history. AI powered solutions can sense behaviour patterns based on which they can make smart predictions. 10. Simplified task management One huge advantage of customer service chatbots is that you need only one chatbot to handle literally thousands of concurrent customers. Imagine the amount of agent time that can be freed up to resolve routine issues like serving up expected delivery date of a product they ordered or when is their insurance renewal due. This has transformed the relationship between brands and customers. How many times have you hung up on the customer support line because you lost your patience wating for an answer? And how many times have your support calls been left unresolved? You are not alone. Brands around the world are proactively investigating the use of AI into their business to interact directly with customers. While human agents can get overwhelmed performing tasks when they have to deal with mountains of data, AI can deliver answers without breaking a sweat. AI can easily sift through piles of data, analyzing, searching and serving up relevant information to customers in real time. AI can analyze unstructured data at lightning speed, something a human cannot do. AI analyses data and identifies patterns, which can be easily overlooked by a human. AI has in-built Natural Language Processing (NLP) capability. It can read a support ticket and instantly direct it to the right team. Customers are growing increasingly digital today.  It is becoming imperative for businesses to integrate AI into their existing systems to acquire new customers and retain them, at scale. AI has the potential to take the customer experience to whole new level. By making the customer journey more engaging, it can help you stay a step ahead of your competition. And it also eases the lives of service reps. In many ways they are the flag bearers of your brand. Automated responses, personalization, case routing, data analysis and intelligent recommendations, predictive insights, case prioritization are some of the things AI can do without breaking a sweat.   As a Gold Salesforce Consulting Partner, Girikon has been helping organizations around the world leverage the world’s most powerful CRM platform to drive productivity and growth. We recognise that improved efficiency and quality of your customer support will lead to happier customers. To know more about how AI can help your customer service teams improve your CSAT scores, contact us today.

Customers are very demanding today, primarily because of the options available to them. When they reach out to a brand for support, they expect minimal wait times and fast resolution, regardless of the channel they use. Agents, however, have limited bandwidth and can only handle a limited number of cases at a time. So how does one scale customer support? Enter chatbots. But what exactly is a chatbot? That’s a significant question considering the fact that this technology is increasingly becoming a bigger part of our daily lives.  In fact, Gartner research predicts that soon the average person will spend more time interacting with chatbots than with their spouse. With round-the-clock digital support becoming a critical value proposition for brands, more and more businesses are using chatbots to engage with customers to deliver the SLA expected of them. At a technical level, a chatbot (derived from “chat robot”) is a piece of code (program) that simulates human interaction through text or voice communication. Today, chatbots can be customised and used in multiple ways such as: Chatbots that interact through smart speakers Chatbots deployed on smart home devices Chatbots that can be deployed on popular messaging platforms and web In addition to having a conversation with a service agent, customers can now interact with an intelligent software that helps them to find answers fast. Whether through text or voice, chatbots can communicate with customers and respond to requests faster. To put it simply, Chatbots are Artificial Intelligence (AI) powered digital assistants that answer common customer questions. They help customers quickly resolve simple and routine issues freeing up agent time to work on more complex issues that require human interactions. How does one create customer service chatbots Customer service chatbots resolve simple, repetitive tasks that don’t require interacting with a human customer service agent. For instance, if a customer wants to know how to reset a password or the estimated delivery time for a product they ordered, a customer service chatbot quickly accesses the relevant information and answers the question without keeping the customer waiting at the other end. And while this is happening, your service agents can focus on resolving more complex customer issues and build stronger customer relationships. If you are looking to invest in chatbot technology, your first goal is to establish the most common customer requests to identify what to automate. We suggest the following six tips that you should keep in mind when designing your first AI-powered chatbot: 1. Personalise every greeting Customer service agents are trained to be warm, greet customers by name, and recognise their service privilege status. A chatbot can do the same thing in the background, powered by AI. Chatbots can be programmed to retrieve their name to ensure chatbots greet them like a human agent would. 2. Move from static to conversational Customers hate the idea of filling out an online form and then having to wait for 12 -24 hours for a response. An AI powered service chatbot can dynamically ask a series of relevant questions based on customer inputs and make the interaction more engaging. It also helps resolve the customer issues faster. And in the case where agent intervention is necessary, they will already have all the relevant information logged by the chatbot available in their panel. 3. Create interactive FAQs Traditionally, customers are prompted to visit the FAQ section of a website or app to resolve issues in a self-service mode. Chatbots turn this process around its head. They bring the FAQ answers to customers. You can stack your common FAQs and their answers into your AI interface, including all related questions and their answers.  And with natural language processing (NLP) capability built into the AI engine, chatbots recognise everyday use language and respond to customer queries. Now your customers can find what they are looking for faster than before. 4. Deploy chatbots to additional channels Businesses today deploy customer service across multiple digital channels such as web, messaging, and social allowing customers to connect with your brand in the way they want.  Salesforce research indicates that an average customer today uses nine different channels to interact with brands. This variety of options creates multiple opportunities to deliver 360-degree customer service to meet their ever-changing behaviour. You can dive deeper into your analytics to identify the channel that gets the maximum traffic for your brand, and then identify the top customer service requests on that channel. Automate your chatbot to respond to these requests and save time for your agents. 5. Engage customers with formatted text and content Basic text is all right for answering simple questions, but professionally formatted text using a range of font styles, sizes and colors enhances the customer experience. You can even insert images and interactive menus into the chat. And because it is powered by AI, your chatbot can surface a product menu, a list of articles, or customer support options, based on wat the customer asked, all within the chat. 6. Embed process automation in chatbots With AI, you can empower customers to self-serve themselves by assisting them with guided, step-by-step instruction right within the chat console. Work with your teams to identify tasks that are easy for customers to complete on their own. Therese are typically tasks that can be easily automated without needing any human intervention like renewing an insurance policy. Once your team has identified these simple and common use tasks, you can program your chatbot to guide customers throughout the service journey. And for more complex issues, when the chatbot has to hand over the conversation to an agent, the agent is already empowered with all relevant information about the case so they can resolve it quickly. Scale customer service with chatbots Your customers will recognize the value your customer service chatbots bring to them with quick, efficient resolutions to their requests and concerns. And you agents will have more tie to focus on complex customer service requests instead of answering FAQs. With AI powered chatbots, you can easily scale support to handle any case overload as and when they come your way. AI-powered chatbot technology holds the promise to reinvent the customer experience. And high-performing service teams are leading the AI powered chatbot revolution to augment their existing human customer support teams. In today’s digital first context, where speed of service is king, chatbots are helping companies stay ahead of the curve. As a Gold Salesforce Consultant, Girikon can help you deploy AI powered chatbot based customer service at scale. Contact one of our experts to learn more.