Leveraging various data sources
In recent years, it has become common for organizations that serve many customers to provide a self-service portal. This functionality allows a user to log in to their profile and perform various actions, such as retrieving and paying monthly bills, opening support tickets, updating personal information, and so on.
Providing a virtual agent to assist with some of these tasks can sometimes simplify the user experience, thus enhancing customer satisfaction.
Imagine the following scenario, where I have to log in to my profile on a self-service portal and retrieve information about my last bill. I would have to log in to that portal, find the billing area, find the last bill, open it, and see the outstanding balance.
What if I could simply interact with a virtual agent, log in, and simply ask the question: What is my outstanding balance? The bot would simply retrieve that from a backend Customer Relationship Management (CRM) system, and provide...