Client Overview

  • Client Name: Felix And Benson
  • Domain/Sector: Internal Support to team Via Chat
  • Location: China

Project Overview

  • Project Name: IPension
  • Duration: Oct 202e to Sep 2024
  • Services Provided
    • UI/UX Design
    • Frontend Development
    • Quality Assurance

Technologies Used

  • Angular JS
  • For Styling: Tailwind CSS
  • For Js Components: Shadcn UI
  • Java
  • Azure Blob storage

Team Size

  • 1 Backend Developer
  • 1 FrontEnd Developer
  • 1 UI/UX Designer
  • 1 QA

Problem Statement/Client’s Challenges

Our team developed a chatbot design to facilitate internal communication between agents and CSOs. Initially, the chatbot was built as a standalone project, with all packages designed to function offline. The client was expected to extract and implement specific components into their project.

 

However, we encountered two major challenges:

  1. A significant communication gap between our team and the client’s development team challenged collaboration.     
  2. The client needed some help grasping the project requirements, which added complexity to the process.

Given these challenges, we had to navigate the project with some uncertainty. Nevertheless, we embraced these complexities and remained dedicated to delivering a robust solution that met their needs.

Objectives

  • Improve Communication: Establish clear communication channels to facilitate collaboration.
  • Clarify Project Requirements: Define and refine project requirements to align with the client’s vision.
  • Enhance Component Integration: Develop easily integrable chatbot components for seamless integration into the client’s system.
  • Deliver a Tailored Solution: Ensure the final product meets the client’s needs and adapts to their system requirements.

Process Overview

We adopted a structured approach that maintained clarity and alignment throughout the project lifecycle To develop the chatbot and meet the client’s requirements.

We started by conducting a detailed review of the client’s needs and expectations for the chatbot. Although faced with challenges, we aimed to gather insight to shape the project. The phase involved understanding the intended use cases and exploring how the chatbot would integrate with the client’s internal team processes. 

Our design team created a standalone chatbot with modular components for easy extraction and incorporation into the client’s system. We used an iterative approach, continuously testing functionalities to meet performance benchmarks.

 

Testing & Feedback

Quality assurance was a key focus throughout the process. Even with limited feedback, we conducted rigorous internal testing to ensure the stability, usability, and scalability of the chatbot.

Features

This module is designed for general users, such as employees or staff members, engaging with the system. It provides a simple, intuitive interface where agents can:

  • Communicate with CSOs: Ask questions, request information, and connect with Customer Service Officers.
  • Receive Notifications: Stay updated on important actions and communications.
  • Automated Workflows: Simplified workflows guide agents through their daily tasks and enhance productivity.

The focus of this module is to streamline the interaction between agents and the system while ensuring efficient communication with CSOs.

CSO Module

Designed for managing customer inquiries and services, this module allows CSOs to:

  • Respond to Agent Queries: Communicate with agents, answer their questions, and provide guidance.
  • Monitor Active Conversations: Keep track of ongoing discussions and inquiries with agents.
  • Assign Cases: Delegate tasks or cases to agents based on priority.
  • Handle Escalations: Manage escalations effectively to maintain high service standards.

This module aims to improve collaboration between CSOs and agents, ensuring smooth internal communication and efficient service management.

Supervisors can monitor the performance of agents and CSOs, review interaction logs, and adjust workloads as needed. This module provides reporting features to help supervisors maintain productivity and service quality.

The SuperAdmin module provides top-level administrators with complete control over the platform. SuperAdmins can configure system settings, manage user roles, oversee activity across all modules, and ensure that the system operates in alignment with organizational policies. The module includes detailed analytics for evaluating system performance and user activity, enabling high-level decisions on resource optimization and strategic improvements.

Contact Us

Contact us to discuss your project! +923133377434