Chatbots Rule

Once you write a good conversation script, you can scale your audience. Not a single request will be left without due attention. And once the key issue of request is brought out - the company`s experts will join.

If you want to manage the communication process centrally — link the chatbot to your CRM. I came across THREE different algorithms, and I will tell you about them.

Variant #1 — fast

Use Virtual Power Agents

It is a pre-built AI-based Microsoft solution where neither developers nor data scientists are not required.

 

The chatbot can work specifically with the CRM (via the Common Data Model). It is a part of the Power Platform that is hosted and configured there. The data and information from chatbots run to the CRM and then get displayed on the portal.

 

Attention! Variant #1 concerns the standard Microsoft functionality.

 

Virtual Power Agents require monthly payments. At the moment of writing this article, the average salary is $1000 per month. So...

 

What is so great about it? We customize the workflow thanks to Power Automate templates (costs from $40 and higher).

 

It is possible to create comprehensive scenarios in the visual constructor Bot Framework (version with the code included, in case you are suddenly interested). It is free for standard channels and costs $0.50 per 1,000 messages for premium channels.

 

We can also make bots that will be entirely owned by the customer. After making a one-time purchase — no subscription is needed. Keep reading

 

Variant #2 — flexible

Develop Bot for Telegram or WhatsApp

Then configure sending requests from the bot to the CRM. Thus, the integration logic will be coded on the CRM side.

 

Variant #3 — advanced

Create the Purpose-Designed Bot from Scratch and Embed It into a Portal Integrated with Dynamics 365

This solution will require a lot of front-end work: coding and interface design. As a result, you get user-friendly functionality and do not change the working environment.

Some of our clients were ready to invest time and money in development.

Yet, if you are not fully ready to invest — place a link to the chatbot on the portal, so people proceed working right there.

Conclusion

 

  1. Do not ignore technology that helps you communicate effectively. Check on the latest products from time to time. There is no overabundance of effort to retain and attract satisfied customers.

  2. Is this information enough for you to make a decision? — We can find the most suitable solution. Remember: knock and it shall be opened to you.

Need more information?

I will gladly answer any questions about these solutions if you contact me.

Read also our previous article about communication channels: HOW TO INTEGRATE DYNAMICS 365 WITH SMS SERVICE AND EMAIL.

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