The internet is a wonderful place right?
It allows you to connect with people all over the world on so many different platforms.
You can talk to you potential clients on Twitter, connect with your loyal customers on WhatsApp
and handle customer service issues on Facebook.
Which is REALLYY amazing...until it isn’t anymore.
Until there are too many conversations happening, and all of a sudden, you can’t remember
which conversation came from where and the overwhelm sets in.
The struggle is real, my friends. I want you to stay tuned to today’s product showcase
because you are going to love what I have in store for you.
What’s up fam?
I’m Chrystie with AppSumo & today we are talking about Rocketbots which is a tool that
manages all your customer chats in one CRM.
Now I know what you are thinking...what does that mean?
Well my super smart friends, it means that it doesn’t matter where your customer chats
are coming in from, Facebook, What’s up, Twitter, or several other platforms, all of
the chats are delivered in one single dashboard for you to respond to.
Which means no more checking all of the social media sites several times a day to make sure
that people aren’t losing their mind.
But that’s not all Rocketbots does... it also gives you tools to help you automate your chats.
So let’s set up our account.
The first thing I’ll do is create my Rocketbots Space, which is essentially my company name.
Then we’ll need to connect our channels.
You’ll select the channels you want to attach to your account.
Next up, you can add team members.
For example, you may want to add members of your support or sales team to manage some
of the incoming conversations.
Once Rocketbots learns how you typically reply to messages, it will start to offer you Smart Replies.
For example, Rocketbots has learned that when someone says Hello, I will typically respond
with, "How can I help you?"
And as you can see here, that exact phrase is listed under the Smart Replies list on
the right hand side, all I have to do is send it and voila.
My smart phrase is posted within the Rocketbots dashboard, but as you see here, it also posted
to my WhatsApp which is where the message originated.
Then once the customer responds, his message will appear in the Rocketbots message thread.
Each user that comes in, Rocketbots will create a profile for him or her and store information
such as their email address, phone number, and other detailed info.
Some of this will be filled out automatically.
For example, if a message comes in via What’sApp, you'll get the phone number.
Or you can add your own notes regarding the conversations you’ve had with this person.
Or what you can do is also create a survey which asks each customer or potential customer
all of the questions that you would like to know.
So the first question, I’ll ask my user is “Where are you from?”.
I’ll ask for their email.
Then maybe I’ll ask "What can I help you with today?"
And add some variables.
Then I can add this survey to my outgoing messages, and you will see that Rocketbots will start
asking the user the questions from your survey as if they were speaking to a real person.
Then you can go to the surveys tab to see all of the users who have answered the survey
and see their responses.
Not only that, but when you go back into the customer profile, that information has been
updated as well.
Next up, let me show you the Rocketbots Automation feature works.
With this feature I can create rules for all of my chat messages.
For example, I want to present my survey to a conversation as soon as it happens.
So I will create a new automation, and make the trigger, when the conversation starts
and the action will be to send the survey.
Then I’ll add another automation which tells the bot to wait a few minutes for the user
to fill out the survey and then assign it to my co-worker as a lead.
And as if all of this wasn’t cool enough, you can even add a chat widget to your
website as well.
I can set up my widget here and then copy & paste the code into my website.
Then when a user hits my website, they will be able to chat with me right from the home page.
The other feature that you are going to love is the Broadcast feature which allows you
to send a mass mailing to all of the users from a specific platform.
For example, let’s say you wanted to send an email to everyone who’s ever connected with
you through Facebook.
You could do so with this feature.
And from the calendar view you can see all of the broadcasts that have been sent and
also the ones that are scheduled.
From the files tab, you can upload files that you can then send to your users.
For example, maybe you have some help docs or installation guides.
You can upload those here and then easily share them with your users via messages.
So if you are ready to start streamlining all of your chat messages into one single dashboard,
then you'll definitely want to check out Rocketbots.