AI-Rich Chatbot Use Cases · AI-Rich Chatbot Use Cases. ... • Which use cases are Global 2000 enterprises seeing deliver results today? SALES. SERVICE. FINANCE. IT HELP DESK. HR/HCM.

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AI-Rich Chatbot Use Cases30 Examples Driving Quantifiable Value Across Key Business Functions

Chatbots Bridge People and Technology

This guide provides a quick look into the most common, initial chatbot use cases enterprises have chosen to deliver instant ROI. When deployed in popular business channels like SMS, mobile, web, messaging platforms, and more, these bots add instant value by improving efficiency, productivity, and system integration.

• What is an AI-rich chatbot?• What types of tasks can chatbots perform?• Where can chatbots add value to your business?• Which use cases are Global 2000 enterprises seeing deliver results today?

SALES SERVICE FINANCEIT HELP DESK HR/HCM FIELD

SERVICES

Imagine an intelligent, Siri-like assistant that can:• Communicate with people, systems and things

–Via a conversational UI that lives in any communication channel: SMS, mobile, web, messaging platforms, and more

–Via API or service calls to enterprise systems

• Process natural language commands from speech or text

• Understand context, keep info in memory, analyze emotions and learn from interactions

• Interact when needed – proactively, scheduled, on-demand

• Complete simple tasks to highly complex workflows

What is an AI-Rich

Chatbot?

From Simple to Complex, Bots Are Up for the Task at Hand

“A ticket has been submitted for a lost phone.”

“I need to update the GenTrac

opportunity to closed/

lost.”

“What’s the travel expense limit for client

dinners?”

“Get me a list of all reported

outages for today.”

“Report a mass

Webex outage

and reset the Webex

server.”

Bots Bring Instant Value Across the Enterprise

SALES IT HELP DESK

SERVICE

HR/HCM FIELD SERVICESFINANCE

TaskNotify Users When

Assigned to Opportunity

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

TaskCreate New Lead

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

TaskChange Opportunity

Stage

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

TaskGet Forecast Report

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

TaskGet Opportunity Status

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

TaskChange Opportunity

Owner and Close Date

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

TaskNotify Users of Case Updates

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

TaskReset Password

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

TaskGet Outage Report

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

TaskAnswer a Knowledge

Request

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

TaskEscalate Service Ticket

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

TaskNotify Users of Case

Updates

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

TaskEscalate a Case

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

TaskGet Assigned

Cases

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

TaskGet Case Details

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

TaskAnswer a Knowledge

Request

Task Type

System IntegrationService & Support

Service Bot

IT Help DeskSERVICE

or any other service & support system with APIs

TaskCreate a Ticket

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

TaskSend Notification When

PTO is Approved

Task Type

System IntegrationHR Core & Talent

Management

HR/HCM

or any other HRIS system with APIs

TaskLog Hours

Task Type

System IntegrationHR Core & Talent

Management

HR Bot HR Bot

HR/HCM

or any other HRIS system with APIs

TaskGet Employee Contact

Information

Task Type

System IntegrationHR Core & Talent

Management

HR/HCM

or any other HRIS system with APIs

TaskAnswer a Knowledge

Request

Task Type

System IntegrationHR Core & Talent

Management

HR/HCM

or any other HRIS system with APIs

TaskLog Benefits Selections

Task Type

System IntegrationHR Core & Talent

Management

HR Bot HR Bot HR Bot

HR/HCM

or any other HRIS system with APIs

TaskSend Notification When

New PO is Created

Task Type

System IntegrationERP/ECC/SCM

Finance Bot

FINANCE

or any other finance/accounting system with APIs

Finance Bot

TaskCreate PO

Task Type

System IntegrationERP/ECC/SCM

Finance Bot Finance BotFinance Bot

FINANCE

or any other finance/accounting system with APIs

TaskGet New Vendor List

Task Type

System IntegrationERP/ECC/SCM

FINANCE

or any other finance/accounting system with APIs

TaskAnswer a Knowledge

Request

Task Type

System IntegrationERP/ECC/SCM

Finance Bot

FINANCE

or any other finance/accounting system with APIs

TaskTrigger Approval

Workflow

Task Type

System IntegrationERP/ECC/SCM

FINANCE

or any other finance/accounting system with APIs

TaskSend Notification of

Low Inventory

Task Type

System IntegrationService, CRM, IoT

FIELD SERVICES

or any other service, CRM or IoT system with APIs

TaskTrigger Communication

Workflows

Task Type

System IntegrationService, CRM, IoT

Field Services Bot

FIELD SERVICES

or any other service, CRM or IoT system with APIs

TaskGet Delivery Schedule

Task Type

System IntegrationService, CRM, IoT

Field Services Bot

FIELD SERVICES

or any other service, CRM or IoT system with APIs

TaskAnswer a Knowledge

Request

Task Type

System IntegrationService, CRM, IoT

Field Services Bot

FIELD SERVICES

or any other service, CRM or IoT system with APIs

TaskTrigger Supply Chain

Workflows

Task Type

System IntegrationService, CRM, IoT

Field Services Bot

FIELD SERVICES

or any other service, CRM or IoT system with APIs

What Are

YourUse

Cases?

FIELD SERVICESSchedule optimizationFleet management

Inventory & fulfillment Real-time connectivity

SALESLead managementOpportunity management

Quote creationPipeline reports

CUSTOMER SERVICEAccount/issue resolutionStatus updates

Account upgradesService alerts

FINANCEPurchase/sales ordersInventory management

Vendor paymentsExpense management

OTHER…

HUMAN RESOURCESOnboarding & trainingTime & attendance

Announcements Travel & expense

IT HELP DESKPassword managementAsset management

Hardware procurementNetwork issues

✓ Enhance digital: Create smarter, higher-value purchase and service interactions through the ease of speech and text and natural language

✓ Unlock efficiencies: Minimize the impact of manual, resource-intensive business and supply chain processes

✓ Simplify work: Let employees get routine tasks done in much less time, with communication tools they know and love

Let employees, customers and partners digitally communicate with your business and enterprise systems in the most intuitive, fastest and human-like way: through a voice or text based conversation. Utilizing an end-to-end Platform, you can build AI-rich chatbots for any use case, any communication channel, any task and any system. Get started today.

For more, visit:

www.kore.ai

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