At FROGED, we haven’t just dedicated time to developing the best bot, but we also know that a well-configured bot not only saves time but also improves efficiency and optimizes conversion. With automation, businesses can handle more interactions, increase productivity, and provide a smoother, faster customer experience.
There’s one common point across all businesses today: immediacy is key. Bots have become indispensable allies for managing both support and sales. In fact, studies show that bots can reduce customer service costs by up to 30% and handle up to 79% of routine queries without the need for human intervention.
If you haven’t explored how these virtual assistants can help you improve your customer relationships and optimize your business outcomes, now is the time to do so. Let’s see how an optimized bot can revolutionize your customer support, sales, or marketing strategy and turn repetitive tasks into automated processes.
1. The perfect match for banking: guided navigation to resolve inquiries
Banks and fintechs face thousands of repetitive inquiries every day: How do I increase my credit card limit? Can I temporarily block my card? Where can I see my recent transactions? Most of these tasks can be solved without human intervention, but if a user can’t find the answer quickly, they’re likely to reach out to support, increasing wait times and operational load. To optimize this process, many institutions have started incorporating bots with guided navigation. This type of bot presents pre-designed options, allowing customers to quickly find solutions without waiting for an agent.
1.1 How would it work?
A fintech offering digital banking services wants to reduce the volume of repetitive cases in their support, particularly those related to card management. Instead of having users contact support, they implement a bot that:
Verifies the user’s identity with secure authentication.
Real-time queries the system’s API to retrieve the card’s status.
Provides options like increasing the limit, blocking the card, or checking transactions.
Executes the action without human intervention or redirects the user to the appropriate agent if needed.
If the customer requires a higher limit than allowed, the bot automatically redirects them to a specialized support agent, providing a conversation summary to avoid repeating information.. Here’s how the flow could work:
A customer starts a conversation in the chat with the inquiry: “I want to increase my credit card limit.”
The bot presents a series of options to ensure the customer understands the process and verifies their identity:
– Modify card limit
– Report a problem with the card
– Block card for security
If the user selects Modify card limit, the bot requests quick authentication (OTP sent by SMS or verification within the app).
Once validated, the bot queries the bank’s API to obtain the current limits and offers predefined options within the permitted range.
If the customer accepts the change, the bot executes the modification through the API and confirms the update in real time.
1. 2 Why it’s a game changer
A well-designed bot not only speeds up support but does so without compromising security. By integrating with banking APIs, each action is controlled, verified, and protected, ensuring that only the authorized user can perform sensitive changes. This means fewer risks, fewer errors, and a smoother experience for everyone.
Instant responses → No more endless waiting; users resolve their issues in seconds.
More efficient support → Agents can focus on what truly matters without unnecessary tickets.
Frictionless experience → Customers don’t have to repeat their information a thousand times.
Risk-free automation → Direct integration with banking APIs for secure and real-time changes.
Top-notch security → OTP verification, data encryption, and authentication at every step.
2. Conversation wrap-up: instant summaries, zero hassle
In the hospitality sector, efficiency and clarity in customer communication are key. Hotels receive many last-minute inquiries about bookings, cancellations, additional services, and special requests. Without an efficient system, conversations can become messy and complicate support team management. A bot that generates automatic summaries at the end of each interaction not only enhances the customer experience but also optimizes the support team’s work, ensuring everything is clearly recorded and easily accessible.
2.1 How would it work?
Imagine a customer writes to the hotel inquiring about the cancellation of a booking and the corresponding refund. At the end of the conversation, the bot not only closes the case but also generates a detailed summary of the interaction. This summary is sent to both the customer (to confirm what was agreed upon) and the support team (to follow up on the case or take any pending actions).
A customer contacts the hotel to request information about canceling their reservation and getting a refund.
The bot generates an automatic summary of the conversation with the following details: Inquiry: Reservation cancellation and refund.
Booking date: March 12-15.
Action taken: Partial refund processed according to the hotel’s policy.
Pending: Send cancellation confirmation by email.
The summary is automatically sent to the customer as confirmation of the action taken.
The support team receives the detailed summary to continue with the pending actions without needing to review the entire conversation.
2.2 Why it’s worth it
By integrating this type of bot, hotels can ensure that every inquiry is handled efficiently and that no important details are missed. This kind of automation saves time for agents, improves the customer experience, and keeps everyone on the same page, reducing errors and repetitive effort.
Instant clarity → The summary is clear and concise, ensuring all parties have the same information.
Time savings → The bot automates summary creation, freeing up time for more critical tasks.
Improves communication → The support team has all the context at hand, reducing the need to ask repetitive questions.
Operational efficiency → Reduces administrative load for agents, allowing them to focus on more complex cases.
Easy follow-up → The summary ensures all pending actions are automatically recorded so nothing is overlooked.
3. Conversations routing made easy
In the real estate world, managing multiple inquiries from small agencies or landlords efficiently is crucial to keeping things running smoothly. Often, these inquiries come from different channels (email, WhatsApp, web chat), and they need to be sorted to be assigned to the right team. A bot that acts as a “conversation router” can organize these interactions, making sure each request is immediately sent to the right person, saving time and preventing team overload.
3.1 How it works
Picture this: a real estate platform receives an inquiry from a landlord wanting to list their property for rent. The bot is designed to instantly detect the type of request and direct it to the appropriate team. If it’s about renting a property, the bot connects automatically to the leasing team; if the landlord is looking to sell, the inquiry gets sent to the sales team.
A landlord or small agency contacts the platform through any communication channel (email, chat, WhatsApp).
The bot kicks things off with a filter question: Are you interested in renting or selling a property? Renting → The bot redirects the inquiry to the leasing team.
Selling → The bot sends the inquiry to the sales team.
Specific inquiries (e.g., location, property type) → The bot connects to the CRM to suggest options and route to the right team.
Based on the response, the bot seamlessly connects the landlord or agency with the right agent, allowing them to follow up without wasting time digging for details.
3.2 Why you’ll love it
By implementing this kind of router, real estate platforms and agencies can handle inquiries much more efficiently, automatically distributing tasks based on the request type. This boosts team productivity and speeds up response times. Plus, by filtering inquiries from the start, it enhances the experience for both internal clients (agents) and external clients (landlords or agencies).
Accurate request distribution → The bot automatically classifies requests and sends them to the right team without manual input.
Time optimization → Agents don’t waste time on irrelevant inquiries, allowing them to focus on tasks that need more expertise and attention.
Increased productivity → Fast redirection ensures agents don’t lose time on inquiries outside their specialty.
Better property management efficiency → Requests are handled more smoothly, allowing for more properties to be managed without overloading the team.
Simplified follow-up → By automatically classifying and routing requests, a smooth flow of information is ensured, making it easy to follow up and preventing lost opportunities.
4. Get ’em hooked: automated onboarding that turns sign-ups into super fans
In the travel world, an engaging onboarding experience can be the deciding factor between a casual customer and a loyal brand ambassador. Travel agencies have an amazing chance to turn every new user into an engaged customer by implementing an automated onboarding process, backed by personalized emails and strategic follow-ups. This means new customers don’t just sign up—they stick around and keep coming back for more.
4.1 How it works
Picture this: An airline wants to make their loyalty program onboarding process smooth and effective. After a customer registers, the bot kicks in, sending a series of emails that guide the customer through the setup process. Here’s how it could go:
Day 1: A welcome email lands in the customer’s inbox, outlining the awesome benefits of the loyalty program. This sets the tone and gets them excited to be part of the program.
Day 3: If the customer hasn’t completed their profile yet, the bot sends a gentle nudge with a reminder to finish the setup and unlock all the perks.
Day 7: If the customer still hasn’t gotten around to it, the bot sends a sweet offer, like a discount on their next booking, giving them that extra push to complete their profile.
The best part? Every action is logged, and the bot tags users based on their engagement level, grouping them into categories like “active,” “interested,” or “at risk.” This allows the agency to personalize future marketing campaigns and follow-ups, maximizing the chances of retaining customers.
4.2 Why it’s a win
Automated onboarding isn’t just about getting customers to sign up. It’s about keeping them engaged long-term and giving them reasons to stick around. When done right, this process becomes a key factor in building customer loyalty.
Constant engagement → Keep customers hooked with timely reminders that drive action.
Personalized incentives → Offer discounts or exclusive deals to motivate customers to complete their profiles.
Smart segmentation → Automatically tag customers based on their actions, making it easier to target them with future campaigns.
Higher conversions → Reduce abandonment rates by keeping customers on track with personalized follow-ups.
5. Custom metrics for your sales squad
Having the right metrics is everything when it comes to supercharging your sales team, especially in the finance world. Imagine a lending platform using a bot to gather real-time data on sales performance—this allows them to fine-tune strategies and allocate resources in the smartest way possible.
5.1 How It works
Let’s say a lending platform wants to track how their sales team is performing. The bot can gather key data like:
Conversion funnel: Tracks the percentage of leads that move from “interested” to “approved,” helping to assess how well the lead gen strategies are working.
Average time per stage: Measures how long it takes for a customer to complete their application, so bottlenecks in the process can be spotted early.
Agent performance: By comparing each agent’s close rates, the bot provides valuable insights into individual productivity.
With this real-time data, sales managers can adjust strategies, reallocate leads, and provide support where it’s needed most.
5.2 Why it rocks?
With this data in hand, fintech platforms can enhance conversion rates, supercharge team productivity, and ultimately, crush their targets.
Real-time data → Make fast, fact-based decisions with up-to-the-minute insights.
Spot bottlenecks early → Catch issues in the sales process before they slow you down.
Optimize resources → Managers can re-focus their teams on what truly matters.
Boost productivity → Compare performance across agents for smarter task and goal allocation.
6. Seamless lead management
Managing leads in the vehicle leasing industry requires precision and efficiency. A WhatsApp bot integrated with Salesforce, Trello, and Jira enables companies to streamline the leasing process by automating customer interactions and keeping everything organized. By leveraging automation, leasing companies can enhance customer experience, maximize efficiency, and convert more leads into successful leases.
6.1 How it works
Imagine a vehicle leasing company using a WhatsApp bot to handle inquiries based on vehicle type. Here’s how it works:
An agent labels a contact in Salesforce by vehicle type (e.g., “Luxury SUV Interested”).
The bot automatically sends a personalized WhatsApp message: “Hi, we have an exclusive offer for luxury SUVs this week. Would you like more details?”
If the client responds positively, the bot creates a task in Trello for the leasing team to finalize the deal.
If the client declines, the bot captures the feedback and sends it to Jira for product team insights.
Salesforce is updated with the lead’s response and next steps for future follow-ups.
This system ensures a smooth and efficient lead management process, helping teams provide tailored offers while keeping all data centralized.
6.2 Why it’s awesome
With this integration, vehicle leasing companies can optimize lead handling, personalize customer interactions, and improve conversion rates.
Seamless integration → Connects Salesforce, Trello and Jira to automate lead tracking.
Personalized engagement → Sends offers based on the customer’s vehicle interest.
Real-time feedback loop → Captures customer insights for future strategy adjustments.
Efficient workflow → Reduces manual work, saving time for sales teams.
The conclusion is clear: Less time spent, more impact achieved. Businesses need tools that not only save time but also drive results. With a well-configured bot, companies can work smarter, not harder, enhancing efficiency and boosting customer satisfaction.
It’s all about optimizing processes while maintaining quality. Get in touch with us to discover how FROGED can help streamline your operations and elevate your customer experience.
