ad
ad

Use Zapier Chatbots To EASILY Demo To Clients ?

Howto & Style

Introduction

In today's digital landscape, reconnecting with old leads has become a strategic necessity for businesses. At Flexible, we specialize in turning dormant leads into active prospects using AI and SMS. A common challenge we've encountered is providing our clients with an interactive demo of our services after initial meetings. In the past, we needed to set up a complete bot system for them to experiment with, which could be cumbersome. However, technology has evolved, and Zapier now allows us to create user-friendly chatbot links that our clients can trial without the need for extensive setup.

Why Use a Zapier Chatbot?

For prospective clients who may have old leads they don’t want to waste, our offer is straightforward: we can help them reactivate those leads on a performance basis using AI and SMS. This promise resonates well with them, and more often than not, they agree to our proposal. To enhance our engagement, we've recently begun using a Zapier chatbot that allows clients to experiment with a chatbot before or after our Zoom calls. Feedback has been overwhelmingly positive, and this approach has improved conversion rates.

Overview of Building a Zapier Chatbot

We’re focusing on two variations of Zapier chatbots:

  1. DBR Conversation Bot: This chatbot simulates a direct response mechanism, providing instant replies based on client parameters.

  2. In-Training Bot: This version allows clients to interactively train the bot by providing their own questions and how they want them to be answered, enabling us to collect customer insights interactively.

Steps to Create a DBR Conversation Bot

  1. Accessing Chatbots: Navigate to the Zapier dashboard and click on the Chatbots section (currently in beta). For those utilizing the free plan, keep in mind that you're limited to two bots and 40 messages.

  2. Setting Up the Conversation: Copy and paste the predefined prompt tailored to your specific service. Make adjustments to personalize the greeting based on the client's name and your company information.

  3. Customize and Personalize: Fill in dynamic fields, ensuring that personalized interactions are smooth. Change the AI model settings to access the best responses.

  4. Testing and Sharing: After customizing the bot, run a test to ensure it's working as expected. Once confirmed, generate the shareable link to send to your clients.

  5. Monitoring Interaction: Utilizing the conversation history feature allows you to track client interactions and gauge the effectiveness of the bot in addressing their queries.

Steps to Create an In-Training Bot

  1. Customized Greeting: Similar to the DBR bot, begin with a personalized greeting that sets the tone for learning interactions.

  2. Prompt Configuration: Adjust the training prompt to suit your client’s needs. This also includes guidance on how the bot should learn from each interaction.

  3. Testing: As with the DBR bot, ensure that the In-Training Bot functions well so that clients can seamlessly engage with it.

  4. Client Conversations: Use the conversation data to gather valuable insights, refining your approach based on real customer input.

Conclusion

Utilizing zapia chatbots has transformed the way we demonstrate our offerings to clients. By providing them with a hands-on experience, we facilitate better understanding and engagement, leading to higher conversion rates. If you're interested in creating your own Zapier chatbot demo for clients, feel free to reach out for resources.

Keyword

  • Zapier
  • Chatbots
  • Client Demo
  • DBR Conversation Bot
  • In-Training Bot
  • AI
  • SMS Marketing

FAQ

1. What is Zapier?
Zapier is an automation platform that connects different applications, allowing users to automate workflows and create integrations easily.

2. How can chatbots help with client demos?
Chatbots simplify the demo process by providing interactive experiences where clients can engage directly with AI models without extensive setup.

3. What are the two types of chatbots mentioned?
The two types are the DBR Conversation Bot for direct responses and the In-Training Bot, which allows clients to input questions and answers for tailored interactions.

4. How much does it cost to use Zapier's chatbot feature?
While there is a free version allowing limited access, the pro version is $ 20 per month, offering expanded capabilities.

5. Can I customize the chatbot prompts?
Yes, you can personalize the prompts, greetings, and responses based on your client's specific needs and information.