Operator

Automate simple actions with Task Bots, generate more sales with Custom Bots, and resolve common questions with Answer Bot.

Ruairí Galavan avatar Jack Jenkins avatar Liam Keegan avatar +1
35 articles in this collection
Written by Ruairí Galavan, Jack Jenkins, Liam Keegan and 1 other
Task bots

Automate simple actions with Task Bots

Task Bots handle the simple stuff, so your team can focus on the things only humans can do.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

How task bots behave

Operator's task bots were built to have "manners", which allow them to contribute to conversations at the right time.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Automatically route sales and support conversations to the right team

Identify if anonymous leads are customers and route them to the right team, using Operator's conversation routing skill.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Automatically qualify leads

The 'Qualify leads' task bot automatically qualifies your leads, so your team can convert them to customers more easily.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Create separate qualification paths for different leads

Qualify lead in up to three different ways with Advanced Qualification.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Measure customer satisfaction with conversation ratings

Operator can ask your customers for feedback after a teammate closes a conversation.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Let users help themselves with smart suggestions

Operator answers simple questions automatically so they never reach your inbox.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

How do I set up follow up rules for my leads?

Automatically follow up with leads who reply to your visitor auto messages, or who are qualified by Operator.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago
Custom bots

Crush your number with Custom Bots

Create the perfect bot that helps you crush your number, qualify more leads and book more meetings around the clock.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Triage inbound conversations with Custom Bots

Handle new conversations with Custom Bots to provide faster, more personal support at scale.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Proactively engage and upsell users with Custom Bots

Automate customer outreach with Custom Bots for users.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Personally engage your visitors with a video bot

Add a video to your Custom Bot’s welcome message to create a more personal experience.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Engage high-intent visitors with Custom Bots from buttons

Replace forms on your site by triggering a bot when customers click a button.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Measure the impact of Custom Bots

Understand how your customers are interacting with Custom Bots, the number of leads created, meetings booked, and more.
Andie Ryan avatar
Written by Andie Ryan
Updated over a week ago

Optimize your Custom Bots with path analysis

Analyze customer progression through Custom Bots to improve engagement and prevent drop-offs.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Auto-close incomplete Custom Bot conversations

Increase your team’s efficiency by closing conversations with customers who have stopped interacting with a Custom Bot.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Sales qualification template: capture, qualify and route leads

Create a custom bot that qualifies every kind of lead for your sales team.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Recruiting template: Qualify potential candidates

Create a Custom Bot to engage potential applicants and qualify them for the right role.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Out of office template: generate leads while you’re away

Generate leads while your team is away, and set expectations for when they’ll be back.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Internal IT template: Manage a variety of requests for efficient IT support

Create a Custom Bot that collects all the info you need to support your team with their IT needs.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Financial services template: Proactively support users as they get started with your app

Create a Custom Bot that guides users through a complex process and collects important info if you do need to step in.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Product recommendation template: increase first purchases

Create a custom bot that guides leads to the right products based on their preferences.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Pricing page template: convert more leads on your pricing page

Capture, categorize, qualify, and follow up with leads on your pricing page.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Competition template: capture and qualify leads

Create a custom bot that invites visitors to partake in a competition, in exchange for their details.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Education platform template: Direct different types of users to the right place

Create a Custom Bot that triages conversations and actively guides people to the best support channel.
Jack Jenkins avatar
Written by Jack Jenkins
Updated over a week ago

Enterprise template: schedule calls with enterprise leads

Identify, qualify and schedule calls with high-value visitors.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago