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AI-Rich Chatbot Use Cases 30 Examples Driving Quantifiable Value Across Key Business Functions
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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.

Apr 08, 2018

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Page 1: 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.

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

Page 2: 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.

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

Page 3: 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.

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?

Page 4: 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.

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.”

Page 5: 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.

Bots Bring Instant Value Across the Enterprise

SALES IT HELP DESK

SERVICE

HR/HCM FIELD SERVICESFINANCE

Page 6: 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.

TaskNotify Users When

Assigned to Opportunity

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

Page 7: 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.

TaskCreate New Lead

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

Page 8: 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.

TaskChange Opportunity

Stage

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

Page 9: 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.

TaskGet Forecast Report

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

Page 10: 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.

TaskGet Opportunity Status

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

Page 11: 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.

TaskChange Opportunity

Owner and Close Date

Task Type

System IntegrationCRM

SALES

or any other CRM system with APIs

Page 12: 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.

TaskNotify Users of Case Updates

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

Page 13: 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.

TaskReset Password

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

Page 14: 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.

TaskGet Outage Report

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

Page 15: 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.

TaskAnswer a Knowledge

Request

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

Page 16: 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.

TaskEscalate Service Ticket

Task Type

System IntegrationITSM & Ticketing

IT HELP DESK

or any other ITSM system with APIs

Page 17: 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.

TaskNotify Users of Case

Updates

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

Page 18: 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.

TaskEscalate a Case

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

Page 19: 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.

TaskGet Assigned

Cases

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

Page 20: 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.

TaskGet Case Details

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

Page 21: 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.

TaskAnswer a Knowledge

Request

Task Type

System IntegrationService & Support

Service Bot

IT Help DeskSERVICE

or any other service & support system with APIs

Page 22: 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.

TaskCreate a Ticket

Task Type

System IntegrationService & Support

IT Help DeskSERVICE

or any other service & support system with APIs

Page 23: 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.

TaskSend Notification When

PTO is Approved

Task Type

System IntegrationHR Core & Talent

Management

HR/HCM

or any other HRIS system with APIs

Page 24: 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.

TaskLog Hours

Task Type

System IntegrationHR Core & Talent

Management

HR Bot HR Bot

HR/HCM

or any other HRIS system with APIs

Page 25: 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.

TaskGet Employee Contact

Information

Task Type

System IntegrationHR Core & Talent

Management

HR/HCM

or any other HRIS system with APIs

Page 26: 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.

TaskAnswer a Knowledge

Request

Task Type

System IntegrationHR Core & Talent

Management

HR/HCM

or any other HRIS system with APIs

Page 27: 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.

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

Page 28: 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.

TaskSend Notification When

New PO is Created

Task Type

System IntegrationERP/ECC/SCM

Finance Bot

FINANCE

or any other finance/accounting system with APIs

Page 29: 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.

Finance Bot

TaskCreate PO

Task Type

System IntegrationERP/ECC/SCM

Finance Bot Finance BotFinance Bot

FINANCE

or any other finance/accounting system with APIs

Page 30: 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.

TaskGet New Vendor List

Task Type

System IntegrationERP/ECC/SCM

FINANCE

or any other finance/accounting system with APIs

Page 31: 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.

TaskAnswer a Knowledge

Request

Task Type

System IntegrationERP/ECC/SCM

Finance Bot

FINANCE

or any other finance/accounting system with APIs

Page 32: 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.

TaskTrigger Approval

Workflow

Task Type

System IntegrationERP/ECC/SCM

FINANCE

or any other finance/accounting system with APIs

Page 33: 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.

TaskSend Notification of

Low Inventory

Task Type

System IntegrationService, CRM, IoT

FIELD SERVICES

or any other service, CRM or IoT system with APIs

Page 34: 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.

TaskTrigger Communication

Workflows

Task Type

System IntegrationService, CRM, IoT

Field Services Bot

FIELD SERVICES

or any other service, CRM or IoT system with APIs

Page 35: 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.

TaskGet Delivery Schedule

Task Type

System IntegrationService, CRM, IoT

Field Services Bot

FIELD SERVICES

or any other service, CRM or IoT system with APIs

Page 36: 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.

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

Page 37: 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.

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

Page 38: 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.

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

Page 39: 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.

✓ 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.

Page 40: 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.

For more, visit:

www.kore.ai