Omnichannel Enterprise Customer Experience Bot

Client
Leading Insurance Provider
Industry
Finance
Services
Artificial Intelligence
Case Study Cover

The Challenge

A seamless customer support process is vital for efficiently resolving incidents. The client needed a set of tools that could seamlessly integrate with their existing platforms to provide instant, automated support without losing the personal touch.

Client Overview

A prominent insurance company dedicated to providing superior customer support. They recognized that a seamless, instant support process is vital for resolving incidents efficiently and retaining customer loyalty in a competitive market.

Focus on superior customer experience (CX)
Need for 24/7 instant support
Complex policy and claims management workflows
Requirement for multi-platform availability

Solution Components

Unified Interaction Engine

An AI-powered core that handles user requests in real-time across web, mobile, and messaging apps, maintaining context history for continuous conversations.

Quick Action Workflows

One-tap menus for high-frequency tasks like 'Report an Issue', 'Renew Policy', and 'Check Status', bypassing the need for typing.

Deep System Integration

Direct hooks into the client's existing insurance platforms to fetch policy data and process updates instantly.

Challenges & Risks

1

Fragmented Support

Customers faced disjointed experiences when switching between devices, leading to frustration and repeat explanations.

2

Operational Efficiency

Human agents were bogged down by routine queries (status checks, renewals), preventing them from focusing on complex claims.

3

Adoption Barrier

Ensuring the bot was intuitive enough for non-tech-savvy users to prefer it over calling a hotline.

Key Impact

Instant
resolution of routine policy requests
Seamless
conversation history across all channels
Significant
reduction in call center volume
Higher
customer satisfaction scores (CSAT)

The Solution

We created an omnichannel AI chatbot that responds to requests in real-time. It features a 'quick action' menu for common tasks like reporting issues or renewing policies. The bot maintains a full interaction history, allowing conversations to pick up exactly where they left off, anytime, anywhere.

Tech Stack

GCP Cloud FunctionsVertex AIPythonFastAPIspaCyNLTKReact
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