Jwero Chatbot Onboarding Guide for Jewelers

Welcome to the Jwero Chatbot Onboarding Guide! This guide will help you set up and configure your web-based and WhatsApp-based chatbots to maximize customer engagement and streamline your communication processes.

Table of Contents

1. Introduction to Jwero Chatbot
2. Setting Up Your Web-Based Chatbot
3. Setting Up Your WhatsApp-Based Chatbot
4. Creating and Managing Chatbot Flows
5. Configuring Forms for Web Chat
6. Utilizing Inbuilt Components
7. Best Practices for Chatbot Use
8. FAQ

1. Introduction to Jwero Chatbot

Jwero Chatbot enables jewelers to create tailored chatbot experiences for both web and WhatsApp platforms. These chatbots can have distinct flows, ensuring a personalized interaction for each customer touchpoint.

Why Different Flows?

• Web Chatbot: Capture leads and encourage online appointment bookings.
• WhatsApp Chatbot: Address common customer queries like store location, current gold rates, and product details.

2. Setting Up Your Web-Based Chatbot

1. Login to Jwero Dashboard: Navigate to the Chatbot section.
2. Create New Web Chatbot: Click on "Create Web Chatbot" and follow the prompts.
3. Configure Default Flow:
   • Set up questions and mandatory fields to capture essential customer information when they land on your site.
   • Example: Name, Contact Information, Preferred Appointment Time.

3. Setting Up Your WhatsApp-Based Chatbot

1. Login to Jwero Dashboard: Navigate to the Chatbot section.
2. Create New WhatsApp Chatbot: Click on "Create WhatsApp Chatbot" and follow the prompts.
3. Configure Default Flow:
   • Design the flow to answer common customer queries.
   • Example: Store location, today's gold rate, product showcase.

4. Creating and Managing Chatbot Flows

1. Access Flow Management:
   • Navigate to the Flow Management tab in the Chatbot section.
2. Create Multiple Flows:
   • Use keywords to trigger different flows.
   • Example: A keyword like "Appointment" directs to the booking flow, whereas "Gold Rate" provides the latest gold prices.
3. Set Up Default Flows for each channel (web and WhatsApp) to handle general inquiries.

5. Configuring Forms for Web Chat

1. Customize Form Questions:
   • Determine which questions to ask when a customer initiates a chat.
   • Example: Mandatory fields for name, contact details, and inquiry type.
2. Save and Publish:
   • Save your form settings and publish the chatbot to go live on your website.

6. Utilizing Inbuilt Components

1. Automatic Gold Rate Display:
   • Automatically update and display current gold rates within the chatbot.
2. Task Assignment After Actions:
   • Assign tasks to your team based on customer interactions.
3. Interactive Elements:
   • Add buttons, quick reply options, links, and product displays to make the chatbot engaging and user-friendly.

7. Best Practices for Chatbot Use

• Regularly Update Flows: Ensure that your chatbot flows are up-to-date with current information and promotions.
• Monitor Interactions: Regularly check the chatbot interactions to improve responses and flows.
• Engage with Personalization: Use customer data to personalize interactions, making customers feel valued and understood.

8. FAQ

Q: How do I update the gold rate in the chatbot?

• A: Use the Automatic Gold Rate Display component in the Flow Management tab.

Q: Can I set different keywords for different flows?

• A: Yes, you can assign specific keywords to trigger different flows for web and WhatsApp chatbots.

Q: How do I monitor chatbot performance?

• A: Use the analytics and reports section in the Jwero Dashboard to track chatbot interactions and performance.

Q: Can I integrate the chatbot with my existing CRM?

• A: Yes, Jwero Chatbot supports integration with various CRM systems. Refer to the integration guide for detailed steps.

1. Welcome New Website Visitors

• Implementation: Set up a default welcome message that triggers when a visitor lands on your website or starts a chat on WhatsApp.
• Flow: "Welcome to [Your Store Name]! How can we assist you today? Here are some options to get started: [Product Recommendations], [FAQ], [Product Search]."

2. Provide Product Recommendations

• Implementation: Create a flow where the chatbot asks visitors about their preferences and then suggests products accordingly.
• Flow: "What type of jewelry are you looking for today? [Necklaces], [Rings], [Bracelets]"

3. Answer Frequently Asked Questions

• Implementation: Develop a FAQ flow where common queries are pre-answered.
• Flow: "Here are some frequently asked questions: [Store Hours], [Return Policy], [Shipping Information]"

4. Assist Customers with Product Search

• Implementation: Integrate a product search functionality where users can type in what they are looking for, and the chatbot retrieves relevant products.
• Flow: "Please enter the name or type of product you are looking for."

5. Guide Customers Through the Checkout Process

• Implementation: Create a flow that explains each step of the checkout process.
• Flow: "Let me guide you through the checkout process. First, review your cart, then proceed to payment, and finally confirm your order."

6. Provide Order Status Updates

• Implementation: Integrate the chatbot with your order management system to provide real-time status updates.
• Flow: "Please enter your order number to check the status of your order."

7. Help Customers Schedule Appointments

• Implementation: Set up an appointment booking system within the chatbot.
• Flow: "You can book an appointment with us by selecting a date and time that suits you. Please provide your contact details."

8. Collect Customer Feedback Post-Purchase

• Implementation: Develop a post-purchase feedback flow.
• Flow: "We'd love to hear your feedback on your recent purchase. Please rate your experience and leave any comments."

9. Offer Personalized Discounts and Promotions

• Implementation: Use customer data to provide personalized discounts and promotions.
• Flow: "We have a special offer just for you! Use code [DISCOUNT CODE] at checkout to save 10%."

10. Assist with Virtual Try-On Features

• Implementation: Integrate virtual try-on technology into the chatbot.
• Flow: "You can try on our products virtually! Upload a photo or use our live try-on feature."

11. Handle Customer Service Inquiries

• Implementation: Develop a flow to address common customer service issues.
• Flow: "How can we assist you today? [Order Issues], [Product Questions], [Other]."

12. Provide Store Locations and Hours

• Implementation: Create a flow that provides store location and operating hours.
• Flow: "Our store is located at [ADDRESS]. We are open from [HOURS]."

13. Assist with Product Returns and Exchanges

• Implementation: Develop a flow explaining the return and exchange process.
• Flow: "To return or exchange a product, please follow these steps: [Return Process]."

14. Guide Customers Through Loyalty Program Enrollment

• Implementation: Set up a flow to enroll customers in your loyalty program.
• Flow: "Join our loyalty program to enjoy exclusive benefits! Sign up here: [Link]."

15. Answer Questions About Product Availability

• Implementation: Integrate real-time inventory checks.
• Flow: "Please enter the product name to check its availability."

16. Provide Information on Upcoming Sales and Events

• Implementation: Create a flow to notify customers about upcoming sales and events.
• Flow: "Don't miss our upcoming sale on [DATE]! Here are the details: [Link]."

17. Assist Customers with Account Creation

• Implementation: Guide customers through the account creation process.
• Flow: "Create an account with us to enjoy a personalized shopping experience. Click here to sign up: [Link]."

18. Help Customers Track Their Orders

• Implementation: Integrate with your order tracking system.
• Flow: "Track your order by entering your order number: [Order Tracking Link]."

19. Offer Cross-Sell and Upsell Recommendations

• Implementation: Use customer data and purchase history to suggest additional products.
• Flow: "You might also like these products: [Related Products]."

20. Provide Information on Product Customization Options

• Implementation: Create a flow explaining customization options.
• Flow: "We offer customization for our products. Please provide details on what you'd like to customize."

21. Assist with Payment Issues

• Implementation: Develop a flow to address common payment issues.
• Flow: "Are you facing issues with payment? Please describe your issue, and we'll assist you."

22. Offer Support for Gift Card Purchases

• Implementation: Create a flow for purchasing and using gift cards.
• Flow: "Purchase a gift card here: [Link]. For more information, click here: [FAQ]."

23. Provide Information on Financing Options

• Implementation: Develop a flow detailing available financing options.
• Flow: "We offer financing options. Learn more and apply here: [Link]."

24. Help Customers Navigate the Website

• Implementation: Set up a virtual assistant to guide website navigation.
• Flow: "How can I assist you in navigating our website? [Home], [Shop], [Contact Us]."