Four Tips for Your Initial Chatbot Deployment

Reading Time: 2 minutes

So you’ve decided to use a chatbot on your site to enhance lead capture and customer experience. Here are a few tips we’ve found to be useful for anyone getting started in conversational marketing.

1. Be Focused & Start Small

When we engage with any client, we start with one to two offers to use a chatbot. By looking at their Google Analytics, we identify 1-2 pages with enough traffic plus align with the chosen offers being tested. It’s important to obtain this data to dial in messaging and processes before a widespread deployment across your entire website.  While the homepage seems like an obvious place to get started, often product & pricing pages are better places to start.

2. Creating a Qualifying Process: Use What You’ve Already Got

You probably have a traditional webform you’re using to gather customer information. Take that form and recreate it as a conversation.

If you were on a sales floor in a store and talking to a potential customer, you’d probably start with:

  • Their name
  • What problem they are trying to solve
  • What product they are interested in,
  • Preferred contact information

With the pertinent data as you gather in a conversation, you can either help them or get them to the person who can. Just take those fields in your form and recreate them as a conversation. (Also another tip – if you can combine or remove some of your default form fields, you’ll have a better conversion rate)

3. Take Your Time

Once you’ve launched an offer, make sure that you review the conversations DAILY your bot has with visitors. This is your best way to see where people are responding well, confused, or not even engaging with your bot. Don’t overact to one poor conversation. This is an investigative process. Sometimes criticism hurts. However, by doing this you’ll be able to use the data to identify trends and make adjustments.

4. Once You Have a Process in Place, Continually Test Small Variations

Once you’ve created a bot flow that does a good job qualifying customers, try small variations to continually improve it. Try things like switching the question order, response options, question wording, and tone of the bot – either playful or all business, etc. These are some of the best places to start.

They won’t all be successes but you have to be willing to fail to achieve success.

And if you don’t want to go through all this work yourself you could just hire a firm that specializes in doing all these things for you, like us at Chat Funnels.