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Internal Custom Bot for CS Reps

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  • July 20, 2023
  • 2 replies
  • 22 views

We are working on a customer-facing bot right now to help troubleshoot one of our products. We are onboarding a new team member soon, and I thought this morning that the bot would be helpful for them as well to understand the steps we use when troubleshooting this product. 

It made me think, that it would be great if we could build internal-facing bots for our CS reps to reference when responding to email conversations. They could go through the questions, and then it can help them know what steps to recommend to clients take. 

2 replies

Jennifer K
Intercom Team
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  • Intercom Team
  • July 25, 2023
NewNot planned yet

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  • Innovator ✨
  • August 25, 2023

On our website, we have some user data that identifies the user as internal or external.  so, when they are on the website, they can start a chat with the bot, and our rules determine if it will take them into a bot just for internal team members, or one for external users. Content can be segmented for users, so internal users can see all content, but external users can only see content designed for them.  For those who are working chats, this is not a great experience because they have to start a chat on the other website to get the answer, but it does allow them to get to the content that intercom hasn’t found a way for them to get to within the inbox itself.