Key Highlights
- In this success story, we explore how our GenAI chatbot transformed the onboarding experience for transferees by providing instant access to localized information.
- The client faced consultant dependency, a lack of self-service options, and inefficient responses due to scattered data and repetitive inquiries.
- We implemented a GenAI chatbot that integrated with various CRM systems to deliver real-time, contextually relevant information, automating routine inquiries and enhancing the onboarding process.
- The project increased consultant productivity, enhanced transferee satisfaction, and improved data handling efficiency, positioning the organization for future success.
Problem Statement
01
Facing Consultant Dependency: Transferees often found themselves repeatedly reaching out to consultants for basic information, which not only created delays but also hindered their onboarding experience.
02
Lack of Self-Service: Clients were left waiting for information that could have been automated, as the absence of a self-service tool meant every query, regardless of its simplicity, relied on human intervention.
03
Inefficient Consultant Expertise: Consultants were hindered by repetitive inquiries, resulting in time lost on basic questions, while scattered data across CRMs led to slow and inconsistent responses.
Solution Overview
01
OptiSol introduced a GenAI chatbot powered by advanced accelerators and semantic search technology. This intelligent chatbot retrieves hyper-local, contextually relevant information in seconds.
02
Connected to the client’s diverse CRM systems, the chatbot ensured that every answer was customized to the transferee's specific destination, delivering real-time, precise responses.
03
The chatbot eliminated waiting times by providing immediate access to up-to-the-minute local services, government regulations, and available resources, available 24/7.
04
Whether online or offline, transferees could easily obtain the information they needed at the click of a button, enhancing their onboarding experience..
05
By automating routine inquiries, consultants were relieved from repetitive questions, allowing them to focus on strategic, complex tasks that truly add value.
Business Impact
About The Project
In an industry that’s rapidly evolving, standing still is not an option. By partnering with OptiSol, this global relocation service provider leaped ahead of the competition, ensuring that their clients could access the best possible onboarding experience—without waiting. Imagine the possibilities for your business if you could offer instant, localized information to your clients without burdening your internal teams. The efficiency, the satisfaction, the competitive edge—it’s all within reach, and those who hesitate will be left behind.
Client Appreciation
“The chatbot solution has greatly improved our customer service and efficiency. It has been a game-changer for our e-commerce business. We’ve seen faster response times and happier customers.”
Tech Stack
Testimonials of Our Happy Clients
Ken Kisner
Global Head of Digital R&D
My experience has been incredibly positive. They were incredibly easy to work with, even with changing requirements.
They are incredibly competitive, but are only a fraction of the cost of US companies.
They are definitely the most professional of the foreign companies that we were looking into.
Nyswyn K.
Director of Software Development
Our journey with OptiSol has been nothing short of remarkable. For over 7 years, we have partnered with them on our digital transformation, and the results have been truly transformative.
Over the years, we have come to trust OptiSol Business Solutions as a reliable and strategic partner.
Al Bagiro
CTO, Auto Insurance Company
The AI engine was completed on time and trained to 90% accuracy. Their eagerness to learn new knowledge impressed us.
Their team is large to handle multiple projects at once, and likes to resolve challenges as well as learn new things. They also welcome regular communications, and of course, needless to say, develop everything in sprints.
Dan Talken
Founder, CEO, & CTO, My Equipment Library, LLC
OptiSol Business Solutions has shown youthful skill and dedication to the projects. Moreover, they have been quick to implement their solutions without sacrificing the quality of each platform.
We’re constantly impressed with their speed and quality of the development that they achieve on a consistent basis.
Dr. A.K Pradeep
CEO MachineVantage
Exceptional Collaboration and Expertise - A Top-Notch Partner for AI, ML, and Digital Applications.
I have had the privilege of working with an exceptional team of professionals from India on numerous AI, ML, and digital application projects. Their expertise in these domains is remarkable, and they consistently impressed us with their knowledge, resources, and innovative approach.
Rick Tigges
CFO, Bemodo
They are very responsive and able to shift focus quickly as we have needed it for business reasons.
OptiSol Business Solutions has been great at documenting the timeline of the project. They were very responsive and were able to shift focus quickly, as well. They discuss what they’re working on without any issues. So far, there’s no need to improve their service.
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