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BANK BM: Please, rate the service of our DEL VALLE branch and help us improve. From 1 (bad) to 5 (good), how friendly was the teller?

 

Identify the custom data you need

Make a checklist of all the data you need to share with the contact or is required to perform some action within the dialog. For example:

  • Contact's name
  • Name of a branch office
  • Amount of overdue payment
  • Deadline for overdue payment
  • Name of product

Determine the order and type of questions/actions
  • We recommend to go from the most general to the most specific question
  • The complexity of the questions must go from easy to complex

  • Questions should be arranged so that the response to a question doesn't influence or skew a later question. 

  • Depending on the data sought to be obtained, some types of question / actions are more effective than others. Check the Questions and Actions sections to see the details.

 

Writing 
  • Use terms that result familiar to your contacts.

 

  • Avoid using ambiguous or subjective words.

 

AMBIGUOSOBJECTIVE

 

 

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Service was fast?

 

 

 

 

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Were you attended in less that 10 minutes?

 

 

 

  • Take care that the wording of the question does not suggest an answer.
SUGGESTIONNO SUGGESTION

 

 

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How do you rate our service? (Excellent, good ...)

 

 

 

 

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From 1 (bad) al 5 (excellent) how do you rate our service?

 

 

 

  • The first message should show the options that we want to be selected more by the contacts. Use a secondary flow to show the options of less interest to your business.
OPCIONES NO CONVENIENTES EN MENÚ PRINCIPALMENÚ SECUNDARIO PARA OPCIONES POCO CONVENIENTES



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BANK BM: your credit has a balance due of $ 1,200 to 3/3/16. Avoid lowering your credit score and choose 1) Payment Promise 2) Already paid 3) Can't pay 4) I'm not a client

 


First message

 

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BANK BM: your credit has a balance due of $ 1,200 to 3/3/16. Avoid lowering your credit score and choose 1) Payment Promise 2) Other

 

Flow activated when the contact selects OTHER

 

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Other options: 1) Already paid 2) Can't pay 3) I'm not a client

 

 

 

 

  • The questions should relate to one aspect or logical relationship, should not be double (two questions in one).
NEGATIVOPOSITIVO

 

 

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During your last visit: Was the service good? Did we solve your problem? (Yes / No)

 

 

 

 

 

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During your last visit: Was the service good? (Yes / No)

 

 

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Did we solve your problem? (Yes / No)

 

 

 

 

  • Write questions in positive terms; using negative terms causes trouble when trying to interpret the data. 
NEGATIVEPOSITIVE

 

 

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You want to acquire a pre-approved personal credit for $ 35,000, don't you? (Yes / No)

 

 

 

 

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Do you want to acquire a pre-approved personal credit for $ 35,000? (Yes / No)

 

 

 

  • Do not ask anything too complicated to answer or that requires checking on an external source..
REQUIRES CHECKINGYOU CAN ANSWER FROM MEMORY

 

 

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Please, give me the date in which you renewed the service (mm/dd/yyyy)

 

 

 

 

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Did you renew the service last month? (Yes / No)

 

 

 

Run a pilot

Realizar un piloto sobre un pequeño segmento de contactos antes de enviar la encuesta a toda la audiencia objetivo, es la mejor forma de incrementar el número y calidad de las conversaciones.

Te recomendamos elegir una pequeña muestra (que puede estar entre el 2% y el 10% del segmento) para probar la efectividad del chatbot diseñado.

 

Algunos aspectos que deberás evaluar en el piloto son

  • Porcentaje de redención
  • Detectar valores inesperados de las variables, flujos de preguntas erróneos, considerar si la duración es la adecuada. 
  • ¿Las preguntas están en orden lógico?
  • ¿Las preguntas se entienden?
  • ¿Qué dificultades se encontraron para completar el cuestionario?
  • ¿Cómo afecta una pregunta a la respuesta de una pregunta posterior? 
  • To run a pilot with a small segment of contacts, before sending the chatbot to the entire target audience, is the best way to increase the number and quality of the conversations.
  • We recommend choosing a small sample (which can be between 2% and 10% of the segment) to test the effectiveness of the chatbot designed.

 

Some aspects to evaluate at the end of the pilot:

    • Rate of redemption (contacts respondents / total contacts)

    • Detect unexpected variable values, erroneous flows, consider whether the duration is appropriate

    • The questions are in a logical order?

    • The questions are understood?

    • What difficulties found the contacts to complete the questionnaire?

    • Did you obtain all the data defined in your goal?