Automate Customer Service for ANY Business in 15 Minutes (Voiceflow + Make.com Chatbot Build)

DiegoMayor
2 Mar 202409:04

Summary

TLDRThis video introduces a versatile chatbot built on Voiceflow, designed for businesses with AI capabilities and human interaction. It connects to multiple platforms, including Instagram, Facebook Messenger, WhatsApp, and Telegram. The bot automates tasks, collects leads, and integrates with apps like Google Sheets and CRM systems. The tutorial covers bot setup, knowledge base creation, intent recognition, and AI-assisted service descriptions. It also highlights the bot's efficiency in handling customer service requests, streamlining business processes, and saving time.

Takeaways

  • πŸ€– The video introduces a versatile chatbot built on Voiceflow, which combines AI, human interaction, and automation functionalities.
  • πŸ”— The chatbot connects to multiple platforms, making it suitable for various business types.
  • πŸ“‹ The chatbot template can be customized to ask for the user's name and provide options for services.
  • πŸ“¬ The bot can handle email submissions and integrate with web hooks to manage leads, such as adding them to Google Sheets and CRMs.
  • πŸ” The chatbot uses AI to analyze user requests and provide relevant service descriptions or case studies.
  • πŸ“ˆ The platform for building the bot is Voiceflow, which offers a 14-day free trial and is considered the best for such projects.
  • πŸ› οΈ Make.com is another platform mentioned for scaling businesses, offering access to numerous apps to complement the chatbot.
  • 🌐 ManyChat is used to connect the bot to various messaging platforms including Instagram, Facebook Messenger, WhatsApp, and Telegram.
  • πŸ“ The script details how to add a knowledge base and intents to the chatbot for better user interaction and human handover.
  • πŸ“Š Voiceflow provides analytics and integrations overview, allowing users to monitor conversations and bot performance.
  • πŸ’¬ The chatbot can be connected to a live ticketing system like Intercom for direct customer interaction when needed.

Q & A

  • What is the main topic of the video?

    -The video is about demonstrating how to build a comprehensive chatbot using Voiceflow, which includes AI, human interaction, and automation functionalities.

  • What are the key features of the chatbot mentioned in the video?

    -The chatbot connects to multiple platforms, has a customizable introduction, can collect user information through a web hook, and integrates with CRM systems, email services, and team notification systems.

  • How does the chatbot handle user inquiries about services?

    -The chatbot uses AI to analyze the user's request and provide a description of the service they are interested in, such as rendering and strategy.

  • What platforms does the chatbot integrate with according to the video?

    -The chatbot integrates with multiple platforms including Instagram, Facebook Messenger, WhatsApp, Telegram, and the user's website through ManyChat.

  • What is the purpose of the web hook mentioned in the video?

    -The web hook is used to send user-submitted information to various applications like Google Sheets, CRM systems, and email services for storage and further processing.

  • How does the chatbot manage the transition from AI to human interaction?

    -The chatbot detects when a user wants to talk to a human and automatically directs them to a human interaction platform like SupportFlow.

  • What is the role of the knowledge base in the chatbot's functionality?

    -The knowledge base trains the chatbot based on the website content, allowing it to provide accurate and relevant information to users.

  • How does the chatbot utilize AI for case studies?

    -The chatbot uses AI to navigate to case studies and present them to the user, allowing the user to see client websites and related information.

  • What is the significance of the transcript tab mentioned in the video?

    -The transcript tab provides a record of all conversations with the bot, analytics, and integrations, which helps in monitoring and improving the chatbot's performance.

  • How can viewers get the chatbot template mentioned in the video?

    -The chatbot template is available in the video description through a provided link, and it will also be sent to the viewer's email.

  • What additional service is offered by the video creator for business scanning?

    -The video creator offers a full business scan where they ask questions about the viewer's business to identify inefficiencies and provide a list of actual solutions.

Outlines

00:00

πŸ€– Introduction to Building a Comprehensive Chatbot

The video introduces a feature-rich chatbot built on Voiceflow, designed to cater to various business needs. It highlights the bot's ability to integrate with multiple platforms and automate tasks, such as data storage in Google Sheets, CRM updates, and email notifications. The script guides viewers on how to start a conversation with the chatbot, emphasizing its user-friendly interface and customizable options. It also mentions the availability of a template for the bot and outlines the necessary platforms for its operation, including Voiceflow, Make.com, and ManyChat.

05:01

πŸ”— Deep Dive into Chatbot Functionality and Integration

This paragraph delves into the technical aspects of the chatbot, detailing its setup on Voiceflow, including the creation of a knowledge base and intents for human interaction. It explains the process of capturing user information, such as names and emails, and the subsequent actions the bot takes, like updating databases and sending automated responses. The paragraph also covers the bot's AI capabilities, such as analyzing websites and providing service descriptions. Furthermore, it discusses the integration of the chatbot with various platforms and applications, emphasizing its adaptability and the potential to streamline customer service processes.

Mindmap

Keywords

πŸ’‘Chatbot

A chatbot is an AI-powered computer program designed to simulate conversation with human users. In the video, the chatbot is central to the theme, showcasing its capabilities in handling customer interactions, automating responses, and integrating with various platforms. The script mentions the chatbot's ability to connect to multiple platforms and its use in a business context, highlighting its role in streamlining customer service and lead generation.

πŸ’‘Voiceflow

Voiceflow is a platform for building conversational interfaces and chatbots. The video script emphasizes Voiceflow as the main tool used to create the chatbot, mentioning its free trial period and its effectiveness for building bots with various functionalities. It is portrayed as a user-friendly and comprehensive solution for businesses looking to implement AI-driven customer interaction systems.

πŸ’‘Make.com

Make.com, referred to in the script as a competitor to Zapier, is an online automation platform that allows users to create workflows between different apps and services. In the context of the video, Make.com is used to handle the data submitted by users through the chatbot, such as adding leads to Google Sheets and integrating with CRM systems, demonstrating the chatbot's capability to connect and automate processes across various applications.

πŸ’‘ManyChat

ManyChat is a chatbot building platform that enables integration with various messaging platforms. The script discusses ManyChat as a tool for connecting the chatbot to multiple channels, including Instagram, Facebook Messenger, WhatsApp, and Telegram. This keyword illustrates the video's focus on the chatbot's multi-platform capabilities, allowing businesses to reach a wider audience and engage with customers through their preferred communication channels.

πŸ’‘Knowledge Base

A knowledge base is a repository of information and answers that a chatbot can use to respond to user queries. In the video, the knowledge base is mentioned as a component of the chatbot's functionality, where it is trained based on the website's content to provide accurate and relevant responses to user inquiries, enhancing the chatbot's ability to handle customer service efficiently.

πŸ’‘Intents

Intents, in the context of chatbots, refer to the user's purpose or goal in interacting with the bot. The script explains that the chatbot is designed to detect certain intents, such as when a user wants to speak to a human or request a call. This feature is crucial for understanding user needs and directing them to the appropriate branch of the conversation or service, showcasing the chatbot's advanced capabilities in user interaction.

πŸ’‘Webhook

A webhook is a way for an app to provide other applications with real-time information. In the video, webhooks are used to send data from the chatbot to Make.com and other platforms like Google Sheets. This keyword is central to the video's theme of automation and integration, as it demonstrates how the chatbot can instantly update other systems with user-submitted information, streamlining business processes.

πŸ’‘Lead Collection

Lead collection is the process of gathering contact information from potential customers. The script describes a section of the chatbot dedicated to lead collection, where users can submit their information, which is then sent to various platforms via webhooks. This process is essential for businesses to capture and manage potential customer leads, and the chatbot's integration with lead collection tools is highlighted as a key feature.

πŸ’‘AI Description

The term 'AI Description' in the script refers to the chatbot's ability to generate descriptions of services using artificial intelligence. When a user selects a service, the chatbot uses AI to analyze the website and provide a relevant description, demonstrating the integration of AI in enhancing user experience and providing personalized service information.

πŸ’‘Case Studies

Case studies are detailed reports or analyses of a specific project or situation. In the video, the chatbot is shown to provide access to case studies, allowing potential clients to review past work and client websites. This keyword is used in the script to illustrate the chatbot's role in showcasing a business's portfolio and building credibility with potential customers.

πŸ’‘Live Ticketing System

A live ticketing system is a platform that allows for real-time communication and support. The script mentions Intercom as an example of such a system, which is connected to the chatbot to provide live help to customers. This keyword is relevant to the video's theme of enhancing customer service through technology, showing how the chatbot can escalate support to human interaction when needed.

Highlights

Introduction to the best chatbot on Voiceflow with multiple functionalities including AI, human interaction, and automations.

The chatbot connects to multiple platforms, making it suitable for any type of business.

Demonstration of the chatbot's user interface and how it initiates a conversation by asking for the user's name.

Customization options available for the chatbot's services and workflow.

Explanation of the chatbot's integration with web hooks, Google Sheets, CRM systems, and email notifications.

The ease of use provided by the chatbot, allowing users to interact without filling out traditional forms.

Availability of the chatbot template for further customization.

Platforms required for the chatbot, including Voiceflow, Make.com, and ManyChat.

Details on how to build the chatbot on Voiceflow, starting with adding a knowledge base.

Setting up intents for the chatbot to detect when a user wants to talk to a human.

Utilization of AI for providing service descriptions and analyzing user queries.

Integration of case studies and client websites within the chatbot for user reference.

Lead collection process and how the chatbot directs leads to other platforms like Make.com.

Use of web hooks to connect the chatbot to various applications and services.

Automatic detection of user intent to talk to a human and transfer to a support team.

Intercom integration for live customer support and ticketing system.

Testing the chatbot in a conversation, showcasing its ability to handle inquiries and provide information.

The chatbot's efficiency in streamlining customer service requests and handling repetitive questions.

Offering a full business scan service to identify inefficiencies and provide solutions.

Invitation for viewers to suggest solutions or topics for future YouTube content.

Transcripts

play00:00

hello everyone in today's video I'm

play00:01

going to be showing you the best chat

play00:03

bot you can build on voice flow it has a

play00:05

bunch of functionalities combining AI

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human interaction automations everything

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you can think of that you can build on

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boold this chatbot has it it connects to

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multiple platforms and it's perfect for

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any type of business let's jump into the

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computer okay guys so this is the bot

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right here as you can see you've been

play00:23

invited to have a conversation with

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Legion chatbot template and you can just

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click start a conversation it's going to

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ask for the name and it's going to give

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a few options you can customize this of

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course our services work with best let's

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say they want to work with us okay what

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we're going to do Diego what's your

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email you submit all the information and

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then the information is going to go

play00:43

through this web hook it's going to add

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a rad to Google Sheets to keep the

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storage add a contact to the CRM send

play00:50

them an email and you know send the

play00:53

message to A Team uh regarding the

play00:56

notification that someone just submitted

play00:58

a form and this makes makes it so much

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easier because uh a person doesn't need

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to like fill up a contact form it

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instead it can just interact with this

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Chad bot and it makes it just so much

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easier the template for the bot is down

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below in the description just click the

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first link and I'm going to be sending

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that to your email and as you can see

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here is a chatbot on Bo flow I'm going

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to go over this in detail but first

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let's go over the platforms okay the

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platform you will need for this bot Main

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is boy flow uh you can start building on

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this is free for 14 days and it's

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basically the best platform out there

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for building a bot like this and then

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you make.com which is basically the

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competitor to sapier you can use sappier

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as well but with this basically you get

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access to tons and tons of apps so that

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you can combine your best to you know

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your your boy full bot and not only for

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the B but scaling your your business

play01:56

number three you need Min chat this is

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just going to be to connect your bot not

play02:00

only to your website which comes in

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integrated with Bo but with many chat

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you get the option to connect it to

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Instagram to Facebook Messenger to

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WhatsApp and even to telegram if you

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want to do that so yeah that's what I

play02:14

did with my client uh he wanted uh his

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chatbot to be integrated with multiple

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platforms and that's where we integrated

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with many chat okay here we got on

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voiceful I'm going to start showing you

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how I built this out first let's go to

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the content uh tab over here here and

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first you need to add your knowledge

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base you to add a knowledge base you

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just click here add a data and you're

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just going to click your website the ba

play02:39

is going to be trained based on your

play02:41

website okay now you're going to click

play02:43

to intents all this is to for the chatot

play02:46

to detect when the the user wants to

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talk to a human for example when the

play02:52

user wants to see the case and the when

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the user wants to do a call and I when

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this happens I have it directed so so

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that it goes automatically to that

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Branch so talk to your human intent you

play03:04

need to generate phrases yourself and

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add them until the confidence level is

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100 out of 100 okay as you can see here

play03:13

you can see all the transcripts of all

play03:15

the conversations you have with the bot

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all the analytics the Integrations it

play03:20

has and yeah that's it for for the As

play03:25

for the settings part and let's go over

play03:28

the build okay so as he as you can see

play03:31

here it starts with the welcome capture

play03:34

it stores the the name in a variable

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which you can create a variable right

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here so over on listen you can create a

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variable where it says capture and you

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just create a variable then it goes over

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to our services where whe or case

play03:51

studies send a proposal whenever the the

play03:55

user uh chooses is going to go over to

play03:58

the bot and

play04:00

here is a part where it actually

play04:02

utilizes AI you can try test out the bot

play04:05

right here so let's say the user wants

play04:06

to go directly to the service here Main

play04:09

Service is rending and strategy and it's

play04:13

actually going to use AI to uh give a

play04:16

description of the service it wants so

play04:19

so if I would have put like marketing uh

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add marketing or something like this is

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going to use AI to analyze the website

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and what it says about ads and it's just

play04:30

going to give a description about it

play04:32

okay wants to see more case studies sure

play04:35

and it's just going to go to the case

play04:36

studies and here are the case studies as

play04:38

you can see they can go to the website

play04:41

they can see case studies see client's

play04:43

website and whatever they want to

play04:46

do so yeah what would you want to do now

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ask ask a question or work with us if

play04:51

they want to ask a question they will

play04:53

just be led to a to an AI that answers

play04:57

questions basically but here is

play05:00

basically the lead Collection part where

play05:02

you can send the lead over to another

play05:05

platform called make.com which I'm going

play05:08

to go over right

play05:09

now so let's say I my email I submit my

play05:14

email etc etc after that it's going to

play05:17

go over here as for phone number as for

play05:19

phone number what kind of business is it

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what are you looking for anal revenue

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and then it's going to post something

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called the web hook which is connected

play05:30

directly to make.com with this web hook

play05:33

right

play05:37

here okay so we're going to test out the

play05:40

the web hook as you can see it actually

play05:42

sends the web hook and adds the lead to

play05:45

Google Sheets as you can see right here

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budget um what are they looking for kind

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of business everything and this is just

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going to be sent to make.com and then to

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to a Google sheet to a hopspot whatever

play05:58

you want like I'm saying this can

play06:00

connect to almost any application you

play06:02

want if you want Gmail if you want

play06:05

Google Drive whatever you want you can

play06:07

connect it over if not through the

play06:09

application through an API okay now

play06:12

let's go to the intent if the user wants

play06:15

to talk to a human it's going to

play06:18

automatically detect that and lead them

play06:20

over here to this sport

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flow okay so hello are you you're now

play06:26

being transferred to the team what is

play06:28

what is your inquiry to contact today

play06:31

this is just to be sure that the the

play06:34

lead that's contacting us is actually

play06:36

Worth to respond to so they're going to

play06:39

be asked to to tell the reason why and

play06:44

okay okay and here is the information

play06:48

the the chatbot needs to you know get

play06:51

back to the to the customer later on if

play06:54

the chat bot was not of help to the user

play06:57

so as you can see this is a complete

play06:59

chatbot and we had this connected to

play07:02

intercom which is a basically a live

play07:04

ticketing system which if the customer

play07:07

needs Live help you can just connect it

play07:10

to this bot and you can talk directly to

play07:14

your clients now let's test out the bot

play07:16

in the conversation let's say the user

play07:19

wants to see the case studies as you can

play07:21

see web development case studies and

play07:25

here are the case studies I mean they're

play07:27

so so they're looking so so nice see

play07:30

client's website every Buton works and

play07:33

what would you like to do now it's going

play07:35

to be work with

play07:36

us and you're just going to answer all

play07:39

the

play07:44

emails and answer all the questions and

play07:47

just like that I restarted the

play07:49

conversation and the conversation is

play07:51

going to appear back in the transcript

play07:54

tab as you can see right here so yeah

play07:56

guys that's pretty much all the bot

play07:58

until now if you have any questions on

play08:01

more components on the bot and what you

play08:03

can add to the bot just let me know but

play08:06

it's pretty straightforward it's pretty

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simple to build as you can see that's a

play08:10

pretty cool tool we just built right

play08:12

here pretty efficient and it saves a lot

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of time especially when you're getting

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hundreds and hundreds of customer

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service requests every day with the same

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questions and you just need to

play08:21

streamline the whole thing and guys

play08:23

there's a lot of of system systems and

play08:27

processes we are using with AI for our

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clients and our clients for their

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clients so if you guys just want to get

play08:34

a full business scan where we completely

play08:37

go into your business ask you all the

play08:39

questions we need and give you a list of

play08:43

actual Solutions you have to your

play08:44

current inefficiencies like one would

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say you can sign up in the link below

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you can just go and answer a few

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questions and we will get back to you

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with a time to talk on a call okay guys

play08:56

that's pretty much it for today and let

play08:58

me know what kind of Solutions are you

play09:00

looking to see on YouTube as well thank

play09:02

you guys and bye-bye

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Related Tags
Chatbot SolutionsAI IntegrationCustomer ServiceVoiceflow PlatformAutomation ToolsCRM ConnectorLead GenerationMulti-Platform ChatBusiness EfficiencyTech Innovation