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Chat Interfaces
Extension to Digital Marketing
Ramu Pulipati - botsplash
About Me
 Engineer, Worked for enterprises and
startups
 Cofounded botsplash, Omnichannel
Chat platform
Marketing Landscape
 Online Marketing
 Digital Marketing
 Interactive Marketing
Photo credit: vpalabs.com
Why consider Chat?
 Speed, High intent customer
 Shift in consumer behavior
 New and Young workforce
 Multi-task , Short to the point
 Re-engage, Outbound, Escalations
 More channels to connect
Chat Engagement Channels
 Web Chat
 Facebook Messenger
 SMS
 Apple Business Chat
 Google RCS
 Amazon Alexa
Industry Use Cases
Financial
Advisors
Wealth
Management
Mortgage
Lending
InsurTech
Luxury
Travel
Realtor
Agent
SMS / Chat based Marketing (outbound)
Photo and numbers credit: txtsignal.com
 91% of Americans have Text
ready mobile phones
 98% text messages are read
in 2 minutes
Challenges with Chat Engagement
 Human / Agent Support
 Best practices to Engagement
 Business Integration
 Business Commitment & Process Transformation
 Lack of Automation data
Chatbots, use cautiously
 WHAT is a Chatbot?
 WHY would a business implement Chatbot strategy?
 WHERE are chatbots most efficient?
 Are all chatbots automated machine responses?
 Best Practices and Use Cases
 Customer initiation
 Customer re-engagement
 Customer campaign engagement
Human vs Chatbot
Live Chat Chatbot
High value transactions  Task focused, Low intent 
Time consuming and expensive  One Time build/automate/train 
Easy switch between context  Simple workflow based. Cannot
change path or switch context easily.

Can provide necessary training,
expensive but doable and effective.

Lack of natural language
understanding and business domain.

A fixed % of work is too manual and
redundant 
Bot (service) are great for redundant,
repetitive tasks 
Engagement Features to Consider
 Route and engage customers with Agents
 CRM Integrations
 Marketing Campaigns
 Team Engagement Transfers
 Co-browse / Screensharing
 Knowledgebase
 Automated Escalations
 Analytics and Predictions
 Voice and Video engagement
Analytics to Measure and Improve
Intent Detection
Customer Engagement
Trends and Behavior
Content and Sentiment
Spam/Anomaly
Self Help
Re-engagement
Scheduling
Enhanced Interaction
Know Channel Restrictions
 Facebook
 Uses 24 hours + 1 policy
 SMS
 TCPA Restrictions
 Promotional content could get number blocked
 Rate limiting
 Apple Business Chat and Google RCS
To follow Facebook
Follow Best Practices
 On-board one channel at time
 Create channel best practices
 Setup TCPA requirements. Include “Stop to End” conversation
 Continuously measure and optimize.
 Use Knowledgebase over Chatbot only solution (except for Alexa)
 Extract opportunities from conversations.
Thank you!
ramu@botsplash.com
@ramu_pulipati
hello@botsplash.com
@botsplash_
Charlotte Bots and AI

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Chat interfaces, Extension to Digital Marketing

  • 1. Chat Interfaces Extension to Digital Marketing Ramu Pulipati - botsplash
  • 2. About Me  Engineer, Worked for enterprises and startups  Cofounded botsplash, Omnichannel Chat platform
  • 3. Marketing Landscape  Online Marketing  Digital Marketing  Interactive Marketing Photo credit: vpalabs.com
  • 4. Why consider Chat?  Speed, High intent customer  Shift in consumer behavior  New and Young workforce  Multi-task , Short to the point  Re-engage, Outbound, Escalations  More channels to connect
  • 5. Chat Engagement Channels  Web Chat  Facebook Messenger  SMS  Apple Business Chat  Google RCS  Amazon Alexa
  • 7. SMS / Chat based Marketing (outbound) Photo and numbers credit: txtsignal.com  91% of Americans have Text ready mobile phones  98% text messages are read in 2 minutes
  • 8. Challenges with Chat Engagement  Human / Agent Support  Best practices to Engagement  Business Integration  Business Commitment & Process Transformation  Lack of Automation data
  • 9. Chatbots, use cautiously  WHAT is a Chatbot?  WHY would a business implement Chatbot strategy?  WHERE are chatbots most efficient?  Are all chatbots automated machine responses?  Best Practices and Use Cases  Customer initiation  Customer re-engagement  Customer campaign engagement
  • 10. Human vs Chatbot Live Chat Chatbot High value transactions  Task focused, Low intent  Time consuming and expensive  One Time build/automate/train  Easy switch between context  Simple workflow based. Cannot change path or switch context easily.  Can provide necessary training, expensive but doable and effective.  Lack of natural language understanding and business domain.  A fixed % of work is too manual and redundant  Bot (service) are great for redundant, repetitive tasks 
  • 11. Engagement Features to Consider  Route and engage customers with Agents  CRM Integrations  Marketing Campaigns  Team Engagement Transfers  Co-browse / Screensharing  Knowledgebase  Automated Escalations  Analytics and Predictions  Voice and Video engagement
  • 12. Analytics to Measure and Improve Intent Detection Customer Engagement Trends and Behavior Content and Sentiment Spam/Anomaly Self Help Re-engagement Scheduling Enhanced Interaction
  • 13. Know Channel Restrictions  Facebook  Uses 24 hours + 1 policy  SMS  TCPA Restrictions  Promotional content could get number blocked  Rate limiting  Apple Business Chat and Google RCS To follow Facebook
  • 14. Follow Best Practices  On-board one channel at time  Create channel best practices  Setup TCPA requirements. Include “Stop to End” conversation  Continuously measure and optimize.  Use Knowledgebase over Chatbot only solution (except for Alexa)  Extract opportunities from conversations.

Editor's Notes

  • #4: https://www.careerprofiles.com/blog/hiring-innovative-talent/blog-interactive-vs-digital-vs-online-marketing-jobs/ Online Marketing Job Examples: banner advertising, remarketing/retargeting, SEO (search engine optimization), SEM (search engine marketing), social media, blogging, microsites, forums, and splash pages. Digital Marketing Job Examples: mobile website, mobile application, mobile ads, email marketing, video marketing, texting campaigns, and podcasting. Interactive Marketing Job Examples: A Rich Media banner add which triggers you to enter your zip code so it can render a unique landing page providing a list of nearby stores in your location, a two way exchange twitter conversation, online gaming, commenting on a blog post.
  • #5: Give customers the control Faster response will lead to more conversations Better experience and consumer trust
  • #8: https://txtsignal.com/sms-marketing-vs-email-2017/