How to Conduct Demo - Email Template and Checker Assistant
Once you have created the Email Template and Checker Assistant bot. You can start conversing with the bot using the sample query attached.
Note: The response generated by the assistant may vary, as it is powered by a generative AI model that can produce diverse outputs based on the same input factors.
Lets Start Querying the Bot:
Sample Query 1:
User Query:
User asks for a drafted email that requests the recipient to provide information around gas refund in a specific year 2019 and 2020 since July 2024.
Assistant Response:
To assist you in drafting an email response, please provide the following information:
Do you have details like a reference number or client ID related to the gas refund request?
Would you like any specific points or messages included in the email response?
Feel free to share any additional details you think might be relevant!
User Input:
Confirm receipt of the customer’s email request.
Inform that the team will respond within 24 working hours.
Include contact options for the customer:
Website: www.enertechia.fr
Phone: 09 70 80 69 69 (local call rate)
Close with a polite and professional signature from EnerTechia Customer Service.
Assistant Response: Based on the information provided by the user, the email template and checker assistant will share the draft email for the user's query. The user can modify the necessary details and use the draft to send an email to the recipient.
Great! Here's a draft email response based on your requirements. Please review it and let me know if there are any adjustments you'd like to make.
Subject: Update on Your Gas Refund Request from 2019-2020
Email Body:
Dear [Customer's Name],
Thank you for reaching out to us regarding the status of your gas refund for the year 2019 and 2020. We have successfully received your email request.
Our team is looking into your request and will provide you with a detailed update within the next 24 working hours.
If you need further assistance or have any questions in the meantime, feel free to reach out to us via our website or phone:
Website: www.enertechia.fr
Phone: 09 70 80 69 69 (local call rate)
Thank you for your patience and understanding.
Best regards,
[Your Name]
[Your Position]
EnerTechia Customer ServicePlease replace the placeholders with actual names and positions where necessary. Let me know if there's anything more you'd like to add or modify!
Below is the screenshot to show on how the conversation looks with the actual Assistant:
Sample Query 2
User Query:
User asks for a drafted email that requests the recipient to know the status of his file for the gas contract. since he has been waiting for a refund since July 24 for the year 2019/2020 following a meter reference switch. Kind regards
Assistant Response:
Based on the customer's message, the issue pertains to a pending refund related to a meter reference switch for the gas contract. The customer has been waiting since July 24 for this refund concerning the period of 2019/2020.
To assist you in drafting a response, could you please provide:
The customer's file or contract number to reference their account appropriately.
Any information you have on why there might be a delay in processing this refund.
Key points you want to include in the email reply, such as apologies for the delay, expected resolution time, or contact information for further assistance.
Once I have all the necessary information, I can help generate a subject line and draft email for you.
User Input:
Acknowledge receipt of the customer's email and express empathy for the refund delay since July 24, related to years 2019 and 2020.
Confirm that the request is being handled by the Expertise Service.
Inform the customer that the Expertise Service will respond no later than February 6, 2025.
Acknowledge that the delay does not reflect the expected service standard.
Confirm that the case has been escalated to speed up processing and that necessary actions are being taken to accelerate resolution.
Request the customer’s continued patience.
Close with polite availability and a friendly farewell.
Assistant Response: Based on the information provided by the user, the email template and checker assistant will share the draft email for the user's query. The user can modify the necessary details and use the draft to send an email to the recipient.
Here's a draft email based on the points you've provided:
Subject: Update on Your Refund Request
Dear [Customer's Name],
Thank you for reaching out to us regarding your pending refund. We sincerely apologize for the delay you've experienced since July 24 concerning the refund for your gas contract covering the years 2019 and 2020.
Please rest assured that your request is currently being handled by our Expertise Service. They are committed to resolving the issue and will get back to you with a response no later than February 6, 2025.
We understand that this delay does not meet the high standards of service we aim to provide, and for this, we are truly sorry. To expedite the process, your case has been escalated, and the necessary actions are being taken to ensure a swift resolution.
We kindly ask for your continued patience during this time and want to assure you of our availability to assist with any further questions or concerns you may have.
Thank you for your understanding and cooperation.
Best regards,
[Your Name]
[Your Position]
[Company Contact Information]Feel free to adjust the placeholders to fit your specific content needs or preferences!
Below is the screenshot to show on how the conversation looks with the actual Assistant:
Sample Query 3:
User Query:
Hello Madam/Sir,
Please do not deduct the €6.25 on November 25. I should not be paying for the property at xxxxxxxx. I never lived there. Please take note. Thank you for your understanding. Have a great day.
Assistant Response:
Thank you for providing the email. Let's go through this step-by-step to draft a suitable response:
Analysis
Issue Type: Payment Hardship / Installment Plan Request
Customer Sentiment: Concerned, cooperative
Special Notes: Customer has a history of timely payments
Missing Information
To proceed with drafting a response, could you please confirm or provide the following details:
Customer's Account or Contract Number: Needed for context and personalization.
Current Payment Options/Policies: Does your company offer installment plans or any financial assistance?
Key Points to Include: Are there specific responses or actions you want to emphasize (e.g., exploring installment options, acknowledgment of payment history)?
Once you've provided these details, I can draft a complete email response for you.
User Input:
Acknowledgement of Financial Difficulty: o The agent notes that the customer is unable to pay the balance in a single installment and expresses understanding.
Statement of Trust: o Assurance is given that EnerTechia does not doubt the customer’s good faith in wanting to resolve the matter.
Customer Guidance: o The customer is invited to contact the Payment Service directly at 0 970 80 65 45 (local call rate, 24/7). o The Payment Service can offer solutions and support the customer in taking the necessary steps.
Polite Closing: o The agent remains available for any additional information. o Ends with a friendly and respectful farewell.
Assistant Response: Based on the information provided by the user, the email template and checker assistant will share the draft email for the user's query. The user can modify the necessary details and use the draft to send an email to the recipient.
Great! Let's draft an email response incorporating these key points:
Subject Line: Assisting with Your Payment Options
Dear XXXXXX,
Thank you for reaching out to us regarding your balance. We understand that paying the full amount of €1,185 in a single installment may be challenging, and we appreciate your openness in communicating your financial difficulties.
Please rest assured that we trust your commitment to resolving this matter, especially given your history of timely payments.
To assist you further, we invite you to contact our Payment Service directly at 0 970 80 65 45. They are available 24/7 at a local call rate and can offer solutions tailored to your situation, ensuring you receive the support you need.
Should you require any additional information or assistance, please do not hesitate to reach out. We're here to help.
Thank you for choosing EnerTechia. We look forward to resolving this matter with your best interests in mind.
Warm regards,
[Your Name]
[Your Position]
[Company Contact Information]Please review the draft and let me know if any changes are needed!
Below is the screenshot to show on how the conversation looks with the actual Assistant:
Congratulations!
You have successfully conducted a demo version of Email Template and Checker Assistant Bot using iX Hello.
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