4 ways to automate Chatbase

4 ways to automate Chatbase

Chatbots are having a serious moment. It’s easy to understand the hype when these AI-powered tools can save companies a ton of time by answering common questions, directing users to the right resource, and pulling in humans only when necessary. 

While that’s great for handling customer queries, employees across departments can also leverage these chatbots to help them do their best work.

One of those tools is Chatbase, an AI chatbot builder. Using ChatGPT as a model, you can train it on your own company data (think website links, documentation, personalized content, etc.) and incorporate your knowledge into its output. 

That’s already a pretty remarkable feat. But when you pair it with Zapier, you can make sure your entire company benefits from it, as you can automate workflows that let you do everything from streamlining onboarding to automating and enhancing your project briefs. 

New to Zapier? It’s a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free.

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Sort, label, and prioritize your inbox

Reaching inbox zero is a challenge you probably face weekly, if not daily. From sorting and forwarding customer emails to the right people to prioritizing and answering queries in a timely fashion, taming your inbox can be a lot of work.  

That’s why having your own personal AI assistant to help you prioritize can be a game-changer—if you know where to start. 

For example, you can use Zapier and Chatbase to generate quick summaries of multiple emails you receive then deliver them straight to Slack. Or, you can task Chatbase to define messages by tone or group them into a specific category (like urgent or non-urgent), then add a note to your project management tool or spreadsheet to tackle them later.

Stuck on wording the right response to customers or team members? Because you can train Chatbase with your company documentation, it can draft responses based on that contextual information. With these Zaps, Chatbase will generate a response to each new email you receive in Gmail or Outlook then send it automatically or save it as a draft in your email folder. 

Get assistance with support tickets and customer issues

Dealing with support tickets qquickly is a major part of handling—and exceeding—customer expectations. 

Yet sometimes, support teams might not get enough information or context to know where to begin. Again, this is where Chatbase’s training capabilities come in handy. 

Let’s say you’ve given your chatbot lots of developer documentation and troubleshooting guides as sources. Chatbase will be able to scan that information much faster than a human can, then automation can send its proposed solution (or step-by-step instructions) to your support team immediately. 

For example, every time you receive a new ticket in Jira or add a specific tag to a user in Intercom, these Zaps will send that information straight to Chatbase. Then, Chatbase can either draft a response, add context to the issue, or even suggest an initial solution based on its sources. Finally, these Zaps will add a note to the Jira ticket or Intercom user with that information.  

Build detailed project briefs and templates

If you’re anything like me, you like being fully prepared for any task or project request that gets thrown your way. For me, that means having a detailed project brief, a set template or wireframe for the content, and even additional context as to where a specific task sits within the wider project.  

Of course, not every team member has the time to sit down and create something from scratch, even if they have company templates at their disposal. A lot of the time, requests get dropped casually in Slack and only consist of a sentence or two. 

These Zaps can help offset any ambiguity. 

Whenever someone tags you in Slack or in your project management tool, Zapier will send their requests straight to Chatbase. Your chatbot will add extra context from your company documentation and fill out the empty template you’ve provided. Then, Zapier will drop these detailed briefs as fully-fledged tasks inside the app of your choosing, ready for you to begin work, minus the panic.  

Onboard your employees 

As we’ve already established, Chatbase does a great job of taking your company documentation, learning from it, and then incorporating it into its answers. 

That’s a game-changer when it comes to HR teams and the demands on them to onboard new employees. From answering questions about company benefits in Slack to explaining how to request new office equipment, Chatbase (and Zapier) can do the heavy lifting for you. 

For example, you can set up Zaps that prompt Chatbase to answer employee questions directly in a specific Slack channel. Or, you can set up Zaps to take feedback forms from new employees, analyze them for intent and tone, then send a summary straight to your HR team. 

Automate your way forward with Chatbase and Zapier

With Chatbase and Zapier, you can automatically streamline multiple parts of your business, from managing your inbox to onboarding new employees. 

Thanks to Chatbase’s ability to learn from internal company documentation, you can create an easy way for that information to be distilled and distributed across your whole company so every team member can do their best work.  

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