Boost Your Business Performance with Bosseo CRM’s Latest Conversation AI Enhancements
We at Bosseo are thrilled to introduce two exciting updates to our Conversation AI features that will significantly enhance how you manage interactions with your clients. These new upgrades will empower your business to handle data collection more effectively and streamline workflows across various industries.
Expanded Update Contact Fields for Richer Data Collection
The newly enhanced “Update Contact Fields” feature allows businesses to update up to 20 contact fields within a single bot goal, a significant increase from the previous limit of 3. This improvement is a game-changer for lead data collection, enabling businesses to capture a more comprehensive set of data points about their customers.
How to Use:
- Navigate to Bot Goals and select “Add Contact Info.”
- Add or map up to 20 different contact fields to enrich your data collection process.
Enhanced Workflow Triggers
The second significant upgrade is the increased capacity for triggering workflows. You can now trigger up to 5 workflows from a single bot goal, up from the previous limit of 3. This added flexibility allows you to automate more processes directly from your bot, saving you precious time and resources.
To Implement:
- Access Bot Goals and select “Trigger a Workflow.”
- Add up to 5 workflows, affording you greater automation capability.
Use Cases Across Industries
Wondering how these enhancements can benefit your specific industry? Here’s how various sectors can leverage these updated features:
Home Improvement
For businesses in home improvement, these updates can handle a variety of customer data efficiently, from initial consultations to project updates. You can collect detailed preferences or specifications about a home renovation project, thus personalizing offerings and increasing customer satisfaction.
Legal Practices
Law firms can benefit from enhanced data collection capabilities for managing client information and case-related workflows efficiently. The ability to trigger multiple workflows from one decision point aids in managing case follow-ups, document submissions, and client communications seamlessly.
Medical Practices
In healthcare, keeping track of patient information and care workflows is crucial. The enhanced contact field capability ensures better patient profiling, while improved workflow triggers ensure that critical tasks such as appointment scheduling, follow-ups, and patient communication are automated.
Benefits for Your Business
- Richer Lead Data Collection – Over 20 fields of customizable data can be collected to better understand and serve your customers.
- Enhanced Automation – Streamline operations by triggering up to 5 workflows from a single point, enhancing efficiency and service delivery.
- Prompt-based Bots – These upgrades provide immediate advantages for prompt-based bots, with further enhancements expected for guided forms.
With these new features available, Bosseo CRM is paving the way for smarter, more flexible bots that can transform how businesses across various sectors handle data and workflows. So, gear up for a significant boost in performance and efficiency in how you interact with your clients and manage your operations.
