About
A bank institution implemented a chatbot solution to facilitate CRM adoption and improve internal processes by providing guided, conversational support for employees and users.
Challenge, approach, and impact
Chatbot Solution Implementation
Design and implement a chatbot-based agent to guide employees and users through new CRM systems (Salesforce and Core B), reducing the need for formal training. The chatbot will also evolve to handle internal HR inquiries in later phases.
Technologies Used
Utilize Artemis, Microsoft Teams, Salesforce, and Core B for the consulting project to implement the chatbot solution.
How we built
Testimonials
Banistmo
Banistmo
“We experienced accelerated CRM onboarding with minimal formal training, empowering employees through self-service and guided assistance. The project laid the foundation for scalable AI-based internal support tools and streamlined communication and support through Microsoft Teams.“
Team structure
Client team
Ariel
Account Manager
Daily point of contact
The client stakeholders were working closely with the team at Rootstack
Agency team
1 x Fullstack developer
Production
