The Rule-Based AI Assistant follows a structured approach to guide interactions and build a clear conversation path. You can build dynamic flow charts from scratch or through a ready-made template. Either way, you will be able to structure a scalable architecture for the evolving needs of your customer support system.
If you want to train your Rule-Based AI Assistant from scratch, check out this user guide for step-by-step instructions.
In this article, we'll create a Rule-Based AI Assistant using a pre-designed NPS survey template.
The NPS Survey template is designed to automate the process of collecting customer feedback through a standardized survey. This template simplifies the setup process, allowing you to launch a survey with just a few configurations.
To start with the NPS survey template:
- Log into your Hoory AI account.
- Select AI Assistants from the left sidebar.
- Create a new assistant.
- Then, choose "Start from a template" in the rule-based AI assistant section.
- Select NPS Survey from the list of available templates and click "Use this template."
Great! The conversation template for the NPS survey is now laid out on your screen.
Let's see what the default template includes:
As you can see, the conversation starts with a greeting message and asks for a spare moment to address the survey questions.
Here's where the conversation path splits. If the end user agrees to participate, the survey question is immediately sent out, which: "How likely will you recommend our product to a friend or a colleague?"
The user is then presented with a rating scale to indicate their likelihood of recommending the product. By default, if the rating is above 8, the user is classified as a promoter.
A rating between 6 and 8 places the user in the neutral segment, while a score below 6 categorizes them as a detractor. Each segment receives a tailored response, so the request to elaborate on their rating is worded differently.
Following this, a text input field is provided for the user to type their response. Based on the final segmentation:
- Promoters are encouraged to leave a product review on Capterra.
- Neutral users are guided to a friendly resolution.
- Detractors are offered a promo code as a subtle gesture of apology.
As you can see, the template consists of logical question-answer sequences and covers all possible conversation paths for a standard NPS survey implementation. However, if you want to modify it in some way or another, you are absolutely welcome to do so. You can skip certain steps or add additional ones.
For example, if you want to provide your end users with an opportunity to elaborate on what specifically was unsatisfactory, you can add a text input field here. [Add an additional text input field after final segmentation] There you go!
Once finished with all your touch-ups, you can click "Publish," and the NPS survey will be activated on your website widget.
You're all set now. Feel free to explore other templates to suit your specific needs.