Use Cases
Customer Service
24/7 Availability
Instance Response Time
Consistent and Accurate Information
Cost Efficiency
Automation & Scalability
Reduced Operational Costs
Training & Onboarding Savings
Data Collection
Personalization
Performance Monitoring
Customer Interaction Data Collection
Salesforce + ChatGPT + AI
Specialty Bot Categories Perform Better
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Salesforce + ChatGPT + AI
#1 Customer Experience
Integrated with your Tech Stack
Provide a True AI Experience
Discover Omni Consultants’ AI Chatbot products, designed to seamlessly integrate with your tech stack and platforms like Salesforce, MS Office, Google Suites, Intercom, Zoom, Slack, Calendly, and over 2,000 more.
Our Chatbots integrate with YOUR software.
Provide your customers with a personalized, cutting-edge experience through the power of true AI.
Trained on Your Software - User Guidance
AI Chatbots Agents can have a special assignment like providing end users guidance using software.
Highlights
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Trained on your software:
Trained on ALL PSA software platform materials to provide expert step-by-step guidance, onboarding, support and more.
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Unparalleled onboarding or cross-training experience:
Instant onboarding, 24/7 expert step-by-step guidance, launch guided training, reduced support tickets, and greater user adoption.
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Integrated with your tech stack:
Integrated with Salesforce PSA software to provide real-time in-chat information like project status, customer deliverables due, billing information, testing and go-live dates, meeting agenda, project manager contact information, on-demand reports, and much more.
Claims Adjuster
Line Item Code Assistant
AI Assistant
Our clients are seeing record breaking ROI in our Pilot Program, literally shaving hours off a single job.
Highlights
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Find any Selection Code in Seconds:
We've used AI to train our bots on all categories, all selector codes, the descriptions, meanings behind the descriptions, and even industry knowledge & practices. This gives our AI chatbots an unparalleled comprehension of which select codes are the best for your claim.
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Company Processes:
If a code can't be found, your bot is trained on next steps and automates Supervisor approval
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Packed with Powerful Features:
Intelligent Code Search | Ask AI | Export Line or All to Software or Email | Rambling Voice Input | Camera input | Claim Jobs | Team Share | Supervisor Approval | Internet Price Search | Export | Training - Employee Onboarding | 1:1 AI Coach
and much more!
Trained on Your Medical Software - EHR
Guiding Health Care Employees 24/7
It's imperative that employees properly use their Electronic Health Record (EHR) software. Accurate documentation is vital to all health organizations using EHR software. Improve user adoption and compliance.
Highlights
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Trained on your software:
Trained on ALL your software platform materials to provide expert step-by-step guidance, onboarding, support and much more.
Easily configured to align with custom implementation requirements so every customer has an expert guide that fits their specific organization.
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Improve user adoption & lifetime of a customer:
For the first time ever, even less 'technical' employees can simply ask in natural language for anything they need help with and receive step-by-step instructions. There's no need to contact support. Our chatbot is available 24/7/365 to assist them.
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Insurance requirements & documentation compliance:
Our chatbots are prepared to be trained on more than just your EHR software. We also train our AI chatbots on related documentation requirements and ensure that the proper steps are taken within your software to adhere to insurance company compliance and organization procedures.
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Gain insights never before possible:
Forget about surveys; chat data tells the real story. Our Topic Tracking bubble chart reports show what users are asking for help with the most. Quickly understand which features confuse customers so you can improve them. Discover which new features are most desired and cross-check your roadmap to ensure alignment.
Attorney Client Docs
Special Agent Assignment
Evidence Index and Search
Attorney Client Docs - Evidence Index & Search
AI Chatbots Agents can have a special assignment like; Organize evidence, facts, and other documentation on AI optimized Facts Index Cards for instant retrieval with with extra security and a layer of anonymized data.
Highlights
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Enhanced Data Security:
Our chatbot ensures anonymized data, no personal information exposed or accessible without legal firm credentials.
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Client Facts Index Card:
Clients can create a Facts Index Card to add basic information and upload documents. After approval, Staff can enhance these cards with relevant data such as ‘evidence classification’ and links to the law firm’s cloud storage. The special Agent Chatbot uses anonymized information from the Facts Index Card to quickly locate source documentation, evidence, and answer questions about case evidence.
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Instant Data Retrieval:
Attorneys and their staff can chat with the chatbot to instantly retrieve valuable data such as case numbers, document pleadings, parties, and their counsel, etc.
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Comprehensive Queries:
Chat and ask questions about your source data or specific items, such as “give me a timeline of all Physical Evidence.
...and MUCH More.
ABOUT AI CHATBOTS
CLASSIFICATIONS
AI Chatbots are Classified as
Public or Internal
Classification Groups
All Chatbots can be classified into two groups; Public or Internal.
Public Facing Chatbots
Public facing chatbots, sometimes referred to as Customer facing chatbots have access to items like the following.
Marketing Materials like; white papers, blogs, podcasts, etc.
Product Information like; Product features, specification sheets, videos, demo and more.
Company and Process information like; quote information required, purchasing steps, payment and billing information, onboarding process, etc.
Public facing chatbots also have access to different source data, chatbot permissions, automated actions, limited tech stack access, and are given different instructions than an internal Chatbot.
Internal Facing Chatbots
Internal facing chatbots are usually native to your internal platform(s).
For example, if your organization uses the Salesforce CRM, then your internal AI Chatbot would be the Salesforce AI Einstein Copilot.
You could connect your Internal and Public facing chatbots with a connector like Omni Consultant's 'Einstein Copilot Handoff' connector, designed to pass AI automation from your public facing chatbot to Einstein Copilot.
Chatbot 'AI Agent Categories'
Agent Categories is a way to group AI chatbots into different categories for a different purpose.
Different AI agent categories allow you to control source data access, Assigned different bot permissions, prompt engineer with different goals, use a different style communication and more.
Chatbot Agent Categories include the following.
Prospect
An AI Chatbot Agent assigned to 'Prospects' will access data, materials and other information to assist Prospects with all their needs. The Chatbot will be trained on company processes, the lead funnel, what information to collect, forms, materials, software trials, demo request and more.
Customer Support
Customers have different needs. This agent has access to additional information and materials designed to support the customer providing the best customer experience possible. The instructions automation tech stack access, bot permissions, will be very different than a Prospect Chatbot Agent.
Partner
Similarly, a Chatbot Agent for Partners will also have very different source data, permissions, instructions, processes and automation, than the customer support and prospect chatbot agents.
Employees
Employee chap bots are in a different classification than public, facing chap bots, they will have an entirely different set of AI agent responsibilities.
Special Assignment
A Special Assignment agent, sometimes called Special Agent, has a very specific and limited purpose.
A Special Assignment Agent is triggered by a specific event or receives a handoff for another chatbot agent so it can perform a specific task, then the agent will handoff the user back to the assigning Chatbot.
For example, if you wanted to meet with a Consultant at Omni Consultants to better understand how AI chatbots that are integrated with your backend tech stack could improve the customer service experience your organization offers, you could click on a link that will open the Special Assignment Agent who has been instructed to set up a meeting. This agent accesses calendar availability and will help you schedule a time to meet by an integration with Microsoft, Google, or Calendly.
Try our Demo Scheduling Agent below.
ABOUT AI CHATBOTS
AI AGENTS
AI Chatbot
Agent Categories
AI Chatbot Agents
Driving Satisfaction with
Real Conversations
Connected to your data...
so you can connect with your customers.