Bot Management by Vtiger: A unified hub for tracking and managing bot conversations
Bot Management in Vtiger CRM is designed to help you manage bot interactions in a centralized location. It provides a platform to view customer queries, bot responses, query sources,
bot performance data, and more.
With Bot Management, you can also train the bot using your articles or FAQs, accept or reject responses based on credibility, and even identify gaps or errors in the content used to train the bot. You can also edit or add FAQs from turkey phone number data here. Let’s learn more about the Bot Management feature.
To take advantage of this feature, you must install Vtiger Calculus AI. This will allow you to store your bot’s conversations with your customers safely and securely in your CRM without the risk of losing them.
Main features of the robot management module
Bot management provides the following three functions to manage bot conversations:
They are available as tabs on the Robot Management screen. Let’s take a look at these features in
The Bot Queries tab displays conversations related to the bot,
including queries and responses from different sources (live chat, cases, etc.)
For example, if a customer makes a query via live chat, the bot will respond by reading your current FAQ or help documentation (articles). The Bot Query tab stores all relevant details of the interaction, including the query, the bot’s response, the source of the query, etc. You can:
Evaluate the bot response by best free domain providers accepting or rejecting the following reply Accept or reject block.
View customer feedback, that is, see whether the customer is satisfied with the response in the No Rating block.
Tracks the number of questions the bot was unable to answer with the No Answer block.
Now let us explore the various categories of queries that arise.
Internal and external inquiries
You can log internal and external queries from colleagues and customers and the associated GPT responses in Bot Management.
Internal Queries: Sales, marketing, and support b2b phone list reps can use Vtiger to retrieve important data by asking Calculus AI . For example, a sales rep can ask Calculus AI for a summary of leads created last week or the number of deals converted per month. A marketing rep can use the same summary to draft a blog or short email copy. A support rep can ask for the number of cases opened in a specific week or month.
External Queries: These are inquiries from customers about your business, products, or services. A bot or live chat agent can handle such incoming queries and provide timely answers.