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How chatbots can assist or replace forms for citizens
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Who are we?
Helping state and local
government agencies scale
services and customer support
for their citizens using
chatbots
Who am I?
● Conversational Designer &
Marketer
● ~4 years of chatbot creation
experience
● Over 100 chatbots created
Levi Worts
Conversational Consultant with Tars
Introduction
This is a story from my experience
working on forms and listening to
direct feedback from citizens
Here are the top three
issues...
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
1. The form was restricted in space
2. Included a separate service with
multiple conditions & selections
3. Employee’s manually entered info
Citizen’s often found the experience frustrating
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
The form was confusing
1. The form was restricted in space
2. Included a separate service with
multiple conditions & selections
3. Employee’s manually entered info
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
The workflow of the form was redundant
1. The form was restricted in space
2. Included a separate service with
multiple conditions & selections
3. Employee’s manually entered
info
The Problem?
Forms are confusing, inefficient, and
inaccessible causing bottlenecks
between citizens and services.
Let’s explore the
problem in more depth
Forms range between simple & complex
Simple
Minimal fields
Minimal instructions
More work to resolve
Complex
Lots of fields
Lots of conditions
Less work to resolve
● Minimal fields
○ Low barrier to entry
● Minimal instructions
○ One sentence or less
● More work to resolve
○ Employees may need to
obtain additional info
Simple increases attempts
Complex Simple
Number
of
successful
entries
● Lots of fields
○ Requires more time for the citizen
● Lots of conditions & selections
○ Confusing, lower completion rates
● Also more work to resolve
○ Manual data entry for employees
Complexity increases context
Simple Complex
Work
required
by
employees
Tactics to solve
this problem
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Step citizens through the process
● Present and explain each critical step
○ User chooses when to move forward
● Branch users based on conditions
○ The chatbot is built like a flowchart
● Onboard citizens to the whole process
○ Communicate how the full process works
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Assist citizens when filling out forms
● Replace the info icon link to launch the
chatbot
○ Deliver interactive, curated information
● Ask questions to determine their conditions
○ Provide an engaging and relevant
experience
Who are we?
Helping marketers boost their
conversion rates using
conversational tech since 2015
Replace forms all together with chatbots
● Great for simple services and updates
○ Guide the user while they submit their info
● Check conditions up front to tailor the
experience
○ Determine if the user is qualified first
● Automate the backend data transfer
○ Eliminate manual data entry
The key to information gathering is to
keep it as relevant, accessible, and
streamlined as possible.
Questions?
Contact us!
1 (408) 617-9159
levi@hellotars.com
https://hellotars.com

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How chatbots can assist or replace forms for citizens

  • 2. Who are we? Helping marketers boost their conversion rates using conversational tech since 2015 Who are we? Helping state and local government agencies scale services and customer support for their citizens using chatbots
  • 3. Who am I? ● Conversational Designer & Marketer ● ~4 years of chatbot creation experience ● Over 100 chatbots created Levi Worts Conversational Consultant with Tars Introduction
  • 4. This is a story from my experience working on forms and listening to direct feedback from citizens
  • 5. Here are the top three issues...
  • 6. Who are we? Helping marketers boost their conversion rates using conversational tech since 2015 1. The form was restricted in space 2. Included a separate service with multiple conditions & selections 3. Employee’s manually entered info Citizen’s often found the experience frustrating
  • 7. Who are we? Helping marketers boost their conversion rates using conversational tech since 2015 The form was confusing 1. The form was restricted in space 2. Included a separate service with multiple conditions & selections 3. Employee’s manually entered info
  • 8. Who are we? Helping marketers boost their conversion rates using conversational tech since 2015 The workflow of the form was redundant 1. The form was restricted in space 2. Included a separate service with multiple conditions & selections 3. Employee’s manually entered info
  • 10. Forms are confusing, inefficient, and inaccessible causing bottlenecks between citizens and services.
  • 12. Forms range between simple & complex Simple Minimal fields Minimal instructions More work to resolve Complex Lots of fields Lots of conditions Less work to resolve
  • 13. ● Minimal fields ○ Low barrier to entry ● Minimal instructions ○ One sentence or less ● More work to resolve ○ Employees may need to obtain additional info Simple increases attempts Complex Simple Number of successful entries
  • 14. ● Lots of fields ○ Requires more time for the citizen ● Lots of conditions & selections ○ Confusing, lower completion rates ● Also more work to resolve ○ Manual data entry for employees Complexity increases context Simple Complex Work required by employees
  • 16. Who are we? Helping marketers boost their conversion rates using conversational tech since 2015 Step citizens through the process ● Present and explain each critical step ○ User chooses when to move forward ● Branch users based on conditions ○ The chatbot is built like a flowchart ● Onboard citizens to the whole process ○ Communicate how the full process works
  • 17. Who are we? Helping marketers boost their conversion rates using conversational tech since 2015 Assist citizens when filling out forms ● Replace the info icon link to launch the chatbot ○ Deliver interactive, curated information ● Ask questions to determine their conditions ○ Provide an engaging and relevant experience
  • 18. Who are we? Helping marketers boost their conversion rates using conversational tech since 2015 Replace forms all together with chatbots ● Great for simple services and updates ○ Guide the user while they submit their info ● Check conditions up front to tailor the experience ○ Determine if the user is qualified first ● Automate the backend data transfer ○ Eliminate manual data entry
  • 19. The key to information gathering is to keep it as relevant, accessible, and streamlined as possible.
  • 21. Contact us! 1 (408) 617-9159 levi@hellotars.com https://hellotars.com