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Email Card - Automated email to supporter

by content 29.09.2020

Email Card can be used for a variety of purposes. Some specific situations to use Email Card are: 

  • After a customer registers to open a bank account, uses products/services, etc. chatbot will automatically send an email with customer information to the assigned supporters.
  • When a customer complains, chatbot can identify the situation and automatically send an email to supporters to quickly solve the problem.

In this article, we will guide you through Email Card setting in a specific situation: Customers place an order with chatbot and complain about the payment error. Chatbot will automatically send an email to notify supporters about it. 

Step 1: Use Form Card to get customer information

When customers give the feedback "Payment error", chatbot will identify this Intent. After that, it is necessary to invite customers to enter personal information by Form Card. Supporters need this information to look up payment history to know why the error happens

S1: Create information variables that customers need to provide.

S2: Choose Form Card

S3: Enter messages to suggest customers provide information according to variables

Chatbot FPT.AI

Step 2: Respond to customers by Text Card

After receiving information from customers, use Text Card to respond to them before bot automatically turns off.

S1: Choose Text Card

S2: Enter messages

Chatbot FPT.AI

Step 3: After Text Card, use Email Card to automatically send emails to supporters. 

S1: Choose Email Card

S2: Enter receiver's email address

S3: Enter the subject and message of the email

FPT.AI eKYC

Note: 

1. When there are more than one receivers, email addresses at "To" field is separated by ";". For example: support@fpt.ai;lanngoc@gmailcom;lannn@fpt.com.vn

 

Chatbot FPT.AI

2. Tick "Include Conversation" to attach the conversation with customers.

3. Customer information recorded by bot is displayed in variable form: {{variable_name}}

 

Example: After users provide information, chatbot will send email to supporters as setting with customer information (variables) in Email Card.Chatbot FPT.AI

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