Streamline eCommerce Surveys with Insighto.ai’s Personalized AI Phone Agents

Enhance your customer feedback process with Insighto.ai's automated AI phone agents. Follow these steps to create a personalized AI phone agent for conducting surveys, ensuring a seamless and professional experience for your customers.

Step 1: Setting Up Your Twilio Account

Twilio acts as the backbone of your phone agent, allowing it to connect with callers. 

Refer to this guide for a detailed understanding of how to set up your Twilio account. []

Step 2: Adding Forms

Forms are essential for collecting user data and triggering your AI phone agent to initiate a survey call.

• Navigate to Forms:
  Go to the Forms section under AI Agents in the sidebar.

• Add a Form:
  Click on Add a Form and select Natural Form.

• Name and Trigger:
  Provide a name for your form and add trigger instructions. For an eCommerce survey, you can use a trigger instruction like "Trigger this form when the user agrees to the survey."

• Add Fields:
  Add relevant fields to capture necessary user information.

• Create Form:
  Click on Create Form to finalize.

Here is a sample form to get you started. 

Step 3: Setting Up the Assistant

Now it's time to create the AI assistant that will interact with callers. This step involves two key decisions:

Voice Selection

·         Premium Voices: Offer a more natural and engaging experience for callers (uses 4x credit).

·         Regular Voices: Provide a solid foundation for clear communication.

Refer to this guide for a detailed understanding of Premium and Regular voices.

Developing the Prompt

The prompt guides your AI assistant's conversation with callers. Craft a clear, professional, and friendly conversation flow for your AI assistant. The provided example prompt serves as a good starting point.

Example Prompt:

You are Brian, your job is to conduct surveys and ask customers about the reviews of our product. Your tone should be friendly and professional. Follow these steps while interacting with the users and SPEAK SLOWLY SO THE USER CAN UNDERSTAND:

1.       Greet the user with their [First Name], introduce yourself, and ask them how they are doing.

2.       Empathize with the customer based on their response. Then tell them you want their feedback on their purchase of VitalSkin Hydrating Moisturizer, followed by indicating how valuable their feedback will be & ending up by asking them, "Do you have a few minutes to answer some questions?"

3.       If they agree to the survey, thank them and ask them how satisfied they are with our Moisturizer on a scale of 1 to 5 (1 being very dissatisfied and 5 being very satisfied). Otherwise, thank them, say goodbye, and end the call.

4.       If they rate 4 or 5, thank them. If they rate 3, tell them you would like to hear more to improve our product for them. After they respond, ask them how frequently they use the moisturizer (daily, weekly, or monthly).

5.       Acknowledge the user’s response and ask if they have seen any improvements since using our product.

6.       Acknowledge the user’s response with empathy about the improvements seen and tell them about improvements that can be seen [only in case they didn’t find improvement in something]. Ask them about their views on our packaging and design. Do they find it easy to use and visually appealing?

7.       Respond to the user by empathizing with their response and ask them, based on their experience, how likely they are to purchase the VitalSkin Hydrating Moisturizer again (on a scale of 1 to 5).

8.       Respond to the user by empathizing with their response & ask them how much they would recommend it to their friends and family (on a scale of 1 to 10).

9.       After this response, thank the user for their responses, summarize their responses, and ask if there is anything else they’d like to share or any suggestions they have for us.

10.   After their reply, tell them that you really appreciated their detailed feedback and that their input helps you ensure you’re meeting their skincare needs. Greet them with a thank you, have a great day, and end the conversation.

Linking the Form to the Assistant

Once you have created the Assistant, go to the View Forms button under the Operations Tab.

The Linked Forms dialog box will appear. Highlight the checkbox next to the form name you created in the previous step to complete the linking process. 

Step 4: Adding Widget

Next, you need to create a widget. Head over to the Widgets screen and click Add a Widget.

1. Provide a Name and description for your Widget and select the Assistant you created in the previous steps.

2. Select the Twilio account you want to use and one of the phone numbers.

3. Click on Submit.

Step 5: Adding Contacts

The next step is to manually add or import contacts to initiate the outbound eCommerce campaign. 

Navigate to Contacts from the sidebar. You will find the following three options there:

• Add Contact: Click on this to manually add contacts one by one. 

• Bulk: Use this option to bulk import contacts from a CSV file. 

Note: There is a sample CSV available for you to check. Ensure that you follow the same format. 

• Custom Fields: Manage the format for imported contacts (add or remove fields).

Step 6: Outbound Call for Contacts

To launch the e-commerce survey campaign, select the checkboxes next to the desired contacts in your contact list.

Click on Start Outbound Calls to initiate calls to the chosen contacts. You can select multiple contacts for simultaneous calls. 

Step 7: Transferring the Captured Data to Google Sheets

Once your AI phone agent has collected customer feedback, the next step is to automatically transfer this data into a Google Sheet for easy analysis and record-keeping. This is made possible through Insighto.ai's native Zapier integration.

Follow these steps to get started.

• Ensure your Insighto.ai and Google Sheets accounts are connected to Zapier. If you haven’t set this up yet, follow the steps on Zapier's website to link Insighto.ai with Google Sheets.

• You can use Zapier’s pre-defined trigger for this particular use case. Click here to get started.

• Once you click on Try this template, you will be directed to the Zapier dashboard. Choose Insighto.ai as the trigger app. 
  
  
  
  

• Enter the form ID you created in Insighto.ai that collects customer feedback from the AI phone agent.

• Next, click on Create Spreadsheet Row in Google Sheets and connect to your Google Sheets. Map the form fields from Insighto.ai to the corresponding columns in your Google Sheet. This ensures that the captured data is accurately transferred to the appropriate columns in your spreadsheet.

• Lastly, test the Zap to make sure the data is transferred correctly. Once confirmed, turn on the Zap to automate the process.

These steps ensure every new form submission captured by your Insighto.ai AI phone agent will be automatically added as a new row in your specified Google Sheet. 

Demo

Here is a demo video of how an AI agent can help to streamline your eCommerce surveys. 

By following these steps, you can leverage Insighto.ai's AI phone agents to streamline your e-commerce customer feedback process, gather valuable insights, and enhance customer experience.