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Learn from our experiments how bots and
machine learning change your interactions
with customers and employees
We speak your language
Supported by:
Some of us have an addiction
Our Journey
What are Bots and Machine Learning?01
Why Bots?02
Bot Design Considerations03
Getting Started04
Our Experiments05
What is Machine Learning?
Intrusion detection
Image recognition
Digital Assistants
Self-driving vehicles
Personal Assistants
(VPA)
Employee Assistants (VEA)
Customer Assistants
(VCA)
What are Bots?
Bots are just part of the conversational puzzle
Chat
bot
Chat
bot
Chat
bot
Chat
bot Chat
bot
Chat
bot
Chat
bot
Chat
bot
Content Engine:
- Context
- Analytics
- Exceptions
Under the Hood
Chat UI
Natural Language
Processing
(NLP)
Intent
Handling
Response
Generation
text
intent +
entities
text
User
structured
content & follow-up
actions
Integration
CRM
ERP
API’s
FAQ/Wiki/Office365
ML
ML
Tools
Providers
Brands
Channels
Our Journey
What are Bots and Machine Learning?01
Why Bots?02
Bot Design Considerations03
Getting Started04
Our Experiments05
Why Bots?
Low waiting times Fast response High availability (24/7)
Personal and
context-aware
Stable cost
(savings)
Data provided
from multiple data sources
Our Journey
What are Bots and Machine Learning?01
Why Bots?02
Bot Design Considerations03
Getting Started04
Our Experiments05
Essential Considerations for Bots
Graphical
Botflow
Rich &
Interactive
Natural
Language
Human
Handover
API
Integration
Language
Support
Business
Model
Message
Interface
Fluid
Conversations
PL
Supervised
Learning
Where do Bots Fit in for Customers?
Analytics &
Insights
Security &
Privacy
Integration
ERP LOB IoT
…
Legacy
Public website Portal Mobile app API &
Social media
Communication
Customer Experience
Omni-channel
Customer Engagement
Platforms
Structure &
Navigation
Enterprise
Search
Community
management
Analytics dashboardsCustomer MDM
Conversational
Where do Bots Fit in for Employees?
BYOx Portal Apps &
Wearables
Communities Communication
New World of Work:
Channels
Integration: B2E API
ERP LOB IoT
…
Legacy
Knowledge Management
Platforms
Structure &
Navigation
Enterprise
Search
Community &
Gamification
Analytics
Dashboards
LifecycleDigital Assets DMS/CMS Workflow
Analytics &
Insights
Security &
Privacy
Our Journey
What are Bots and Machine Learning?01
Why Bots?02
Bot Design Considerations03
Getting Started04
Our Experiments05
How to StartYour First Bot
BUSINESS FIRST - Chatbot Canvas
User Focus Integrations Functional Design
• The Problem
• How it’s solved
• Exist already?
• Internal
• External
• Channel
• Functionalities
• Personality
Performance Organization
• KPI’s
• Measure ROI?
• Impact
• Stakeholders
• Strategy
• Partner needs
How to StartYour First Bot
•Think about the bot flow
Identify
account
0
…
Consultants
Competition scan
Financial overview
Projects
Recent visits
Sales activity
Location
1 Basic
account
info
SalesForce info
Public (Google) info
Account Manager
Customer site on SharePoint
Our Journey
What are Bots and Machine Learning?01
Why Bots?02
Bot Design Considerations03
Getting Started04
Our Experiments05
Our Experiments
Welcome Bot
Welcome visitors at the door
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Barry, the Bebat Bot
Facilitate collection process & FAQ
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Timesheet Bot
Asks people to submit/correct timesheet entries
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Lola Bot
Live Online Learning Assitant helps solve complex case
questions
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Website Bot
Guides website visitors with no clicks
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Botler Bot
Prepares (pre)sales team for customer contact
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Custorina Bot
Provides (pre)sales team customer org chart insight
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Eloquent
Estimates chance of sales deal close, analyses
SalesForce data and follows deal evolution
Audience: B2B B2C B2E
Functions: Knowledge finding
Process automation
Level 0 support
Live Demo!
•Botler, customer insights bot
•Live LoQutus data (financials randomized, no NLP)
Framework / platform:
Channel: Web
Services hosted on:
Integrates with:
Wrap up
What are Bots and Machine Learning?01
Why Bots?02
Bot Design Considerations03
Getting Started04
Our Experiments05
Key Takeaways
•The bot landscape is still very scattered (hype)
•Don’t code everything, try combining drag&drop
frameworks with custom REST APIs
•Start with your FAQ top 10% and consider making
that a bot
•Easy to integrate on a public website
•Chat conversation of 5’ x 100 chats = 1 FTE that can
specialize in training bot/complex cases
•Avoid Kleurenwiezen at all times
Questions?
Sebastiaan Mindreau
Lead Strategist “Digital”
LoQutus

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Bots & Machine Learning Change Customer Interactions - Connected Brains 2018

  • 1. Learn from our experiments how bots and machine learning change your interactions with customers and employees
  • 2. We speak your language Supported by:
  • 3. Some of us have an addiction
  • 4. Our Journey What are Bots and Machine Learning?01 Why Bots?02 Bot Design Considerations03 Getting Started04 Our Experiments05
  • 5. What is Machine Learning? Intrusion detection Image recognition Digital Assistants Self-driving vehicles
  • 6. Personal Assistants (VPA) Employee Assistants (VEA) Customer Assistants (VCA) What are Bots? Bots are just part of the conversational puzzle Chat bot Chat bot Chat bot Chat bot Chat bot Chat bot Chat bot Chat bot
  • 7. Content Engine: - Context - Analytics - Exceptions Under the Hood Chat UI Natural Language Processing (NLP) Intent Handling Response Generation text intent + entities text User structured content & follow-up actions Integration CRM ERP API’s FAQ/Wiki/Office365 ML ML
  • 9. Our Journey What are Bots and Machine Learning?01 Why Bots?02 Bot Design Considerations03 Getting Started04 Our Experiments05
  • 10. Why Bots? Low waiting times Fast response High availability (24/7) Personal and context-aware Stable cost (savings) Data provided from multiple data sources
  • 11. Our Journey What are Bots and Machine Learning?01 Why Bots?02 Bot Design Considerations03 Getting Started04 Our Experiments05
  • 12. Essential Considerations for Bots Graphical Botflow Rich & Interactive Natural Language Human Handover API Integration Language Support Business Model Message Interface Fluid Conversations PL Supervised Learning
  • 13. Where do Bots Fit in for Customers? Analytics & Insights Security & Privacy Integration ERP LOB IoT … Legacy Public website Portal Mobile app API & Social media Communication Customer Experience Omni-channel Customer Engagement Platforms Structure & Navigation Enterprise Search Community management Analytics dashboardsCustomer MDM Conversational
  • 14. Where do Bots Fit in for Employees? BYOx Portal Apps & Wearables Communities Communication New World of Work: Channels Integration: B2E API ERP LOB IoT … Legacy Knowledge Management Platforms Structure & Navigation Enterprise Search Community & Gamification Analytics Dashboards LifecycleDigital Assets DMS/CMS Workflow Analytics & Insights Security & Privacy
  • 15. Our Journey What are Bots and Machine Learning?01 Why Bots?02 Bot Design Considerations03 Getting Started04 Our Experiments05
  • 16. How to StartYour First Bot BUSINESS FIRST - Chatbot Canvas User Focus Integrations Functional Design • The Problem • How it’s solved • Exist already? • Internal • External • Channel • Functionalities • Personality Performance Organization • KPI’s • Measure ROI? • Impact • Stakeholders • Strategy • Partner needs
  • 17. How to StartYour First Bot •Think about the bot flow Identify account 0 … Consultants Competition scan Financial overview Projects Recent visits Sales activity Location 1 Basic account info SalesForce info Public (Google) info Account Manager Customer site on SharePoint
  • 18. Our Journey What are Bots and Machine Learning?01 Why Bots?02 Bot Design Considerations03 Getting Started04 Our Experiments05
  • 20. Welcome Bot Welcome visitors at the door Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 21. Barry, the Bebat Bot Facilitate collection process & FAQ Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 22. Timesheet Bot Asks people to submit/correct timesheet entries Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 23. Lola Bot Live Online Learning Assitant helps solve complex case questions Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 24. Website Bot Guides website visitors with no clicks Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 25. Botler Bot Prepares (pre)sales team for customer contact Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 26. Custorina Bot Provides (pre)sales team customer org chart insight Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 27. Eloquent Estimates chance of sales deal close, analyses SalesForce data and follows deal evolution Audience: B2B B2C B2E Functions: Knowledge finding Process automation Level 0 support
  • 28. Live Demo! •Botler, customer insights bot •Live LoQutus data (financials randomized, no NLP) Framework / platform: Channel: Web Services hosted on: Integrates with:
  • 29. Wrap up What are Bots and Machine Learning?01 Why Bots?02 Bot Design Considerations03 Getting Started04 Our Experiments05
  • 30. Key Takeaways •The bot landscape is still very scattered (hype) •Don’t code everything, try combining drag&drop frameworks with custom REST APIs •Start with your FAQ top 10% and consider making that a bot •Easy to integrate on a public website •Chat conversation of 5’ x 100 chats = 1 FTE that can specialize in training bot/complex cases •Avoid Kleurenwiezen at all times