Build a whatsapp bot and integrate it with our backend system -- 3
Budget: ₹1,500 – ₹12,500 INR
Create a whatsapp bot to allow people to refer customers via whatsapp by sharing Name and contact number of the customers. steps for bot as follows ( below is just the sample)
basically scope of work
A. Create the first sample bot based on our requirement and also have its output saved in csv/excel
B. Give us the bot tool and host it on our external server, so that we can modify the bot as per our requirements in future and also capture the data so collected on our sever
C. Integrate the output of the bot from that server into our backend system server
D. Run the Test in a UAT environment first, if it works and then go live
E. also would need your help with training us on how to use your tool
The 5-6 key things we want incorporated in the bot
1. data of associate, customer as sample above
2. assocaite / csutomer able to fetch status of their customer themeselves
3. associate / custoemr provide us the documetns that we ask
4. Login of the case in which company
5. Approved / rejected
6. also have the above integrated into our website in the backend made in corephp and my data sql
example of 1
Customer. Hi
Bot: Welcome to our ChatBot, Could you please share your name
customer: Harsh
Bot: Thank you Harsh. Could you please Select an option:
Type 1- to refer a Associate
Type 2 - to refer a Customer*
Customer:1
Bot: Please type the name of the Associate
Customer: Archu Mathews
Bot: Thank you Harsh. Can you pls share no. of your referred Associate Archu Mathews?
Customer:
Bot: Thank you Harsh. The Customer Archu Mathew with mobile number is now registered under you. Click www.xyz.com to see this customer registered under you"
or
Type 3 to return to the main menu
Customer: 3
Bot: Select an option:
Type 1- to refer a Customer
Type 2 - to refer a Associate*
Type 3 - Need to talk to helpline staff
Type 4 - If you do not have any further questions
Customer: 3
Bot: we have registered your number and our staff will get back to you or you can Please call number
Type 1: If you prefer to go to main menu
Type 2 - If you do not have any further questions
Customer: 1
Bot:
Please choose an option to proceed?
Type 1- to refer a Associate
Type 2 - to refer a Customer*
Type 3 - Need to talk to helpline staff
Type 4 - If you do not have any further questions
CustomerA: 2
Bot: Please type the name of the Customer looking for loan
CustomerA; Raymond Seth
Bot: Thank you Harsh. Can you pls share mobile number of your referred customer Raymond Seth?
CustomerA;
Bot: Thank you Harsh. Can you please share the loan amount required by Raymond Seth in Rupees?
CustomerA:
Bot: Thank you. Your referred Customer Raymond seth with mobile number looking for a loan of Rs is now registered under you. Click www.xyz.com to see this customer registered under you"
or
Please
Type 1 - to go to main menu
Type 2 - If you do not have any further questions
Customer:2
Bot: Thank you for reaching out to us, we are happy to serve you again anytime, anywhere - 24*7
Also in case the person doesnt type 4, then the bot remains silent for 1 minute, and then messages again
Bot: How can I help you more ?
Please choose an option to proceed?
Type 1- to refer a Associate
Type 2 - to refer a Customer*
Type 3 - Need to talk to helpline staff
Type 4 - If you do not have any further questions
example of 2
can this be integrated with our system - our website is working on corephp.. and existing data is in my sql.. can your system, source data from our backend data..fetch it and share it with the customer, ? e.g.
Bot: Type 1: to know the status of your loan
Customer: 1
Bot: please provide loan id number
Customer:
Bot: (goes back into my backend system fetches the case status report "Pending salary slips") and now puts it back into the whatsapp "Pending salary slips"
Similar bots for pt 4 to 5 above
basically scope of work
A. Create the first sample bot based on our requirement and also have its output saved in csv/excel
B. Give us the bot tool and host it on our external server, so that we can modify the bot as per our requirements in future and also capture the data so collected on our sever
C. Integrate the output of the bot from that server into our backend system server
D. Run the Test in a UAT environment first, if it works and then go live
E. also would need your help with training us on how to use your tool
The 5-6 key things we want incorporated in the bot
1. data of associate, customer as sample above
2. assocaite / csutomer able to fetch status of their customer themeselves
3. associate / custoemr provide us the documetns that we ask
4. Login of the case in which company
5. Approved / rejected
6. also have the above integrated into our website in the backend made in corephp and my data sql
example of 1
Customer. Hi
Bot: Welcome to our ChatBot, Could you please share your name
customer: Harsh
Bot: Thank you Harsh. Could you please Select an option:
Type 1- to refer a Associate
Type 2 - to refer a Customer*
Customer:1
Bot: Please type the name of the Associate
Customer: Archu Mathews
Bot: Thank you Harsh. Can you pls share no. of your referred Associate Archu Mathews?
Customer:
Bot: Thank you Harsh. The Customer Archu Mathew with mobile number is now registered under you. Click www.xyz.com to see this customer registered under you"
or
Type 3 to return to the main menu
Customer: 3
Bot: Select an option:
Type 1- to refer a Customer
Type 2 - to refer a Associate*
Type 3 - Need to talk to helpline staff
Type 4 - If you do not have any further questions
Customer: 3
Bot: we have registered your number and our staff will get back to you or you can Please call number
Type 1: If you prefer to go to main menu
Type 2 - If you do not have any further questions
Customer: 1
Bot:
Please choose an option to proceed?
Type 1- to refer a Associate
Type 2 - to refer a Customer*
Type 3 - Need to talk to helpline staff
Type 4 - If you do not have any further questions
CustomerA: 2
Bot: Please type the name of the Customer looking for loan
CustomerA; Raymond Seth
Bot: Thank you Harsh. Can you pls share mobile number of your referred customer Raymond Seth?
CustomerA;
Bot: Thank you Harsh. Can you please share the loan amount required by Raymond Seth in Rupees?
CustomerA:
Bot: Thank you. Your referred Customer Raymond seth with mobile number looking for a loan of Rs is now registered under you. Click www.xyz.com to see this customer registered under you"
or
Please
Type 1 - to go to main menu
Type 2 - If you do not have any further questions
Customer:2
Bot: Thank you for reaching out to us, we are happy to serve you again anytime, anywhere - 24*7
Also in case the person doesnt type 4, then the bot remains silent for 1 minute, and then messages again
Bot: How can I help you more ?
Please choose an option to proceed?
Type 1- to refer a Associate
Type 2 - to refer a Customer*
Type 3 - Need to talk to helpline staff
Type 4 - If you do not have any further questions
example of 2
can this be integrated with our system - our website is working on corephp.. and existing data is in my sql.. can your system, source data from our backend data..fetch it and share it with the customer, ? e.g.
Bot: Type 1: to know the status of your loan
Customer: 1
Bot: please provide loan id number
Customer:
Bot: (goes back into my backend system fetches the case status report "Pending salary slips") and now puts it back into the whatsapp "Pending salary slips"
Similar bots for pt 4 to 5 above