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  • Although it is necessary to have one or more clear and defined objectives for the bot, it is advisable to treat each objective as an independent project and tackle them one by one. Generally, the first objective to work on will be the one with the greatest impact on the company and its customers. Once the bot has been implemented for the first objective, its behavior will be analyzed, adjustments will be made, and work will move on to the next objective.

 

  • It is important to analyze the available budget for the implementation of bots and virtual assistants, as the use of advanced tools such as generative AI-powered agentsor specific channels like WhatsApp entails additional costs that increase as the complexity of the bot grows. Clearly defining the bot's scope, including its tasks and functionalities, is essential to avoid unnecessary expenses and to estimate the monthly resource consumption accurately.

  • Keep in mind that a good virtual assistant service is not complete without the option to transfer the conversation to a human agent. Bots are constantly being trained and learning, and in some cases may not have a clear response to the customer's request. To avoid the customer having a bad experience, experiencing frustration, and becoming a detractor of your company, it is recommended to give them the option to talk to a human person/agent who can solve their request and provide quality service.

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