Cookie Preference Centre

Your Privacy
Strictly Necessary Cookies
Performance Cookies
Functional Cookies
Targeting Cookies

Your Privacy

When you visit any web site, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences, your device or used to make the site work as you expect it to. The information does not usually identify you directly, but it can give you a more personalized web experience. You can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, you should know that blocking some types of cookies may impact your experience on the site and the services we are able to offer.

Strictly Necessary Cookies

These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site may not work then.

Cookies used

Performance Cookies

These cookies allow us to count visits and traffic sources, so we can measure and improve the performance of our site. They help us know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies, we will not know when you have visited our site.

Cookies used

Google Analytics

Functional Cookies

These cookies allow the provision of enhance functionality and personalization, such as videos and live chats. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, then some or all of these functionalities may not function properly.

Cookies used




Targeting Cookies

These cookies are set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant ads on other sites. They work by uniquely identifying your browser and device. If you do not allow these cookies, you will not experience our targeted advertising across different websites.

Cookies used


This site uses cookies and other tracking technologies to assist with navigation and your ability to provide feedback, analyse your use of our products and services, assist with our promotional and marketing efforts, and provide content from third parties


Here are some suggested Connections for you! - Log in to start networking.

Top Benefits and Best Practices of a Customer Relation Chatbot - The Connection - Blog

Top Benefits and Best Practices of a Customer Relation Chatbot

If there is one thing we know about customers today, it is that they have high expectations. They want help (or information) fast, and they want access to be convenient. A customer relation chatbot can help deliver that. Many call centers and businesses are already finding these quasi-human resources to be surprisingly useful. And they are not going away anytime soon.

By 2020, 80% of U.S. businesses say they will be using chatbots to support internal work or enhance customer service. No wonder! A customer relation chatbot can work in tandem with your call center agents to assist online customers, but only if you do it right.

Here are some of the many benefits of chatbots and four best practices to make your digital agent the best it can be.

The Many Benefits of Chatbots

Chatbots offer a wide variety of benefits to agents, call centers, and businesses including:

  • Improving customer experience by streamlining interactions
  • Costing less than live chat agents (and potentially being even more effective when it comes to answering simple questions or directing customers to the information they need)
  • Providing customers with links to downloads or web pages for more detailed information
  • Inviting customers to take a short survey at the conclusion of the call
  • Connecting a customer to a live agent right away, if that is the best response

In many ways, chatbots are replacing the convoluted IVR systems that customers aren't very fond of, giving users a more personalized experience. For call centers, this reduces dreaded (and costly) wait times and abandoned calls. Chatbots allow human CSRs to spend their time helping callers with more complex inquiries because they are relieved of repetitive questions.

Best Practices for Your Chatbot

Chatbots do have limitations, and because they can be so diverse, creating a well-received, effective chatbot requires strategic planning. The technology is still evolving, but for now, these best practices will help you develop a customer relation chatbot that customers love.

Make a good first impression

Give your chatbot a name, and have it introduce itself immediately, as a live agent would. Pose a “How can I help you?” type question to get the conversation started. That allows the bot to identify keywords and respond accordingly. (The bot will use a pre-programmed “decision tree” to properly respond.)

Use friendly, conversational language that reflects your brand, but note that customers say they value problem-solving ability over personality.

Offer multiple ways to communicate

As a virtual assistant, your bot’s job is to provide instant answers or point customers in the right direction. It must be able to pose additional questions that clarify the customer’s need or intent. Depending on your customers and the types of help they are most likely to need, consider configuring your bot to offer click-button options as well as text chat. That way, customers can skip typing.

Make sure customers always have easy-to-access options:

  • Opting out of chat
  • Immediate access to a live agent

Monitor and analyze chatbot activity

Just as you do with live agents, monitoring chatbot usage and specific conversations will help you continuously refine the conversational and assistive aspects of the process. Take a snapshot of how your business is performing prior to launching the chatbot, that way it is easier to see how the chatbot impacts your company. Then, once your chatbot goes live, continuously analyze its conversations with your customers. Look at customers who talk to your bot most frequently, the longest, and provide the best feedback. Set a goal to turn more customer interactions into ones like those.

What About AI?

We hear a lot about AI these days, but most customer service chatbots do not use machine learning, yet. Advanced versions that do use AI can actually understand natural language. They learn from each interaction, steadily improving their “intuition” to provide more meaningful future responses. For now, AI-driven chatbots are much more expensive to design and implement.

As you consider creating your own chatbot or refining the one you have, it's important to make it personable, helpful, and the best it can be for your customers using the best practices we outlined above. If you succeed, you will reap the many benefits of a digital agent, and your customers will thank you.


Publish Date: September 20, 2018

2023 Buyers Guide Surveys

Nuxiba Technologies

Provide an unparalleled, engaging user experience for the creation of dynamic voice broadcasting campaigns. Its block-based interface enables you to develop easy to complex call flows aligned with given strategic business targets by simple drag and drop operations.

Mass Automated Telephone Surveys are based on a key-pad answering system that enables you to poll large audiences with your own custom questions. They are great for:

- Building Customer Loyalty
- Lead Generation
- Enhancement of Current Service Portfolios

Manage the platform with great ease and assess your results. Schedule your demo or request a quote today!


Pointel Survey360 is a closed-loop feedback solution designed for business users to create and manage surveys. It is equipped with the ability to capture and analyze data in real-time.

Survey360 provides a competitive edge that improves our customers' business strategy with actionable intelligence. In addition to the details in the surveys themselves, Survey360 enables users to generate interactive reports on demand even without the hassle of coding to interpret their customers' feedback and translate survey results into improvement recommendations.

View more from The Connection

Recent Blog Posts:
Healthcare Call Center Best Practices: Work with a Qualified Call CenterMarch 12, 2020
Interpreting a Call Center Metrics Dashboard with The Connection®February 13, 2020
Benefits of Outsourcing Your Appointment Setting ServicesJanuary 30, 2020
Customer Service Trends to Look Out for in 2020January 16, 2020
Causes of Inaccurate Call Center Workforce Forecasting & How To Avoid ThemNovember 21, 2019
Call Center Staffing: Best Practices for an Outstanding TeamOctober 31, 2019
It's All in the Numbers: Your Ultimate Guide to Call Center MetricsOctober 17, 2019
Customer Satisfaction Metrics: What You Should Know About CSAT and NPSMay 30, 2019
How to Identify the Best Customer Service Assessment Test for Your Call CenterMarch 28, 2019
Call Center Training Tips for Managing New HiresMarch 7, 2019

About us - in 60 seconds!

Submit Event

Upcoming Events

Europe's leading call & contact center event is now arriving at the U.S., showcasing the latest and most effective technologies, strategies and advancements to industry professionals who are looking to excel in the customer engagement world!

Disco... Read More...

Newsletter Registration

Please check to agree to be placed on the eNewsletter mailing list.

Latest Americas Newsletter
both ids empty
session userid =
session UserTempID =
session adminlevel =
session blnTempHelpChatShow =
session cookie set = True
session page-view-total = 1
session page-view-total = 1
applicaiton blnAwardsClosed =
session blnCompletedAwardInterestPopup =
session blnCheckNewsletterInterestPopup =
session blnCompletedNewsletterInterestPopup =