How Chatbots Are Simplifying Conversations: 

In today's fast-paced business landscape, efficiency is key to success. Whether it’s simplifying customer interactions or automating complex processes, businesses must stay ahead by embracing innovative technology. One of the most effective tools driving this transformation is the **chatbot**. Chatbots automate customer interactions, manage requests, and streamline workflows, making them indispensable in a variety of industries.

At FusionHawk.io, we leverage Zoho SalesIQ’s Zobot to create highly efficient workflows for businesses. By integrating Zobot with Zoho Creator, Payment Gateway, OpenAI, and Zoho Bookings, we’ve built a solution that simplifies the entire patent evaluation process—from eligibility checks to delivering comprehensive reports.

This blog outlines how Zobot can automate the patent evaluation process step-by-step, using an intelligent workflow that combines chatbots with other advanced tools to create a seamless experience for both businesses and customers.

Step-by-Step Workflow of a Patent Evaluation Request

Here’s a detailed breakdown of how Zoho SalesIQ’s Zobot manages the entire patent evaluation workflow, ensuring a seamless experience for customers:

Step 1: Customer Interaction via Zoho SalesIQ

The journey begins when a customer visits your website and interacts with Zoho SalesIQ’s Zobot. The chatbot opens the conversation by asking the user if they are interested in a patent evaluation report. It then collects their email address to check if they are eligible to proceed with the request.

Zobot: "Please enter your email so we can check your eligibility for a patent evaluation report."

The chatbot is connected to Zoho Creator, which stores customer information and determines whether the user qualifies for an evaluation based on predefined criteria.

Step 2: Eligibility Check via Zoho Creator

Once the email is collected, Zobot queries the "Zoho Creator" database to verify the user’s eligibility for the evaluation. If the user is eligible, Zobot proceeds to ask for more details about the product or service for which they require the evaluation.

Zobot: "It looks like you're eligible for a patent evaluation report! What product or service would you like us to evaluate?"

If the user is "ineligible", the process shifts slightly:

1. Inform the user: Zobot informs the user that they are not eligible for an evaluation but offers them the option to purchase the evaluation report.

2. Send a payment link: Zobot sends an email with a Zoho Creator form integrated with a payment gateway, allowing the user to make the necessary payment to proceed.

Zobot: "It looks like you're not eligible for an evaluation. We’re sending an email with the payment link now. Once the payment is made, you can proceed with the evaluation request."

After the payment is successfully completed, the user is prompted to return to the chatbot to continue the evaluation process.

Step 3: Payment Processing and Returning to Zobot,

For users who are required to make a payment, the Zoho Creator form and payment gateway work together to ensure a secure, seamless transaction. Once the payment is successful, the chatbot automatically notifies the user to return to the chat to proceed with their request.

Zobot: "Thank you for your payment! Please return to the chat to continue with your patent evaluation request."

Step 4: Collecting Information Post-Payment

Once the payment is processed or the user is verified as eligible, Zobot gathers additional information about the patent evaluation request. It asks for details on the product or service that the user wants to be evaluated.

Zobot: "Please provide the details of the product or service for which you would like a patent evaluation report."

After collecting this information, Zobot offers the user two options: a basic evaluation or an evaluation with expert opinion. The user can choose based on their needs and preferences.

Zobot: "Would you like a standard patent evaluation report, or would you prefer a report with an expert opinion?"

Step 5: Leveraging OpenAI for Patent Evaluation

After gathering all the necessary information, Zobot sends a predefined prompt to OpenAI. This prompt is specially designed for patent evaluations, ensuring that the AI delivers a structured and detailed response that meets the specific needs of the user.

OpenAI analyzes the product or service and generates an evaluation report with insights and recommendations based on industry-specific criteria.

OpenAI: Handles the backend processing by analyzing the patent request and generating a detailed report, tailored to the predefined structure.

Step 6: Keeping the User Informed

While the patent evaluation is being processed by OpenAI, Zobot ensures the user stays informed about the status of their request. It lets them know that they will receive the evaluation report via email soon.

Zobot: "Thank you for your patience! You will receive your patent evaluation report via email shortly."

Step 7: Sending the Patent Evaluation Report via Email

Once the patent evaluation report is ready, it is sent to the user’s email. The report includes:

Detailed analytics and charts: These provide insights into the patent information of the product or service.

Zoho Bookings link: If the user opted for an expert opinion, the email includes a Zoho Bookings link, allowing them to schedule a meeting with a patent expert.

Zobot: "Your patent evaluation report has been sent to your email. If you opted for an expert opinion, please use the link in the email to schedule a meeting with one of our experts."

Step 8: Closing the Request

Once the report is sent, Zobot considers the request complete. However, the chatbot remains available for additional support or inquiries. It offers the user further options, such as exploring other services or speaking with an agent for more information.

Zobot: "Is there anything else we can assist you with today?"

This step marks the end of the workflow, completing the entire process without the need for any human intervention.

Why This Workflow Matters

This automated workflow brings numerous benefits to both businesses and users by integrating Zoho SalesIQ’s Zobot with other tools like Zoho Creator, Payment Gateway, OpenAI, and Zoho Bookings:

1. Efficiency and Time Savings

By automating the entire patent evaluation process, businesses can save valuable time while still offering high-quality services. Routine tasks such as checking eligibility, processing payments, and generating reports are handled by the chatbot, reducing manual workload.

2. Streamlined User Experience

Customers enjoy a smooth, self-service experience, with clear instructions and real-time updates. Zobot ensures that users never feel lost or frustrated, guiding them through each step of the process.

3. Scalability

The chatbot can handle multiple requests simultaneously, making it scalable for businesses of all sizes. As your business grows, the chatbot workflow can manage more users without requiring additional human resources.

4. Cost-Effective Operations

Automation reduces the need for human intervention, cutting operational costs while maintaining a high level of service. Businesses can serve more customers with fewer resources, increasing their overall profitability.

5. Accurate, Data-Driven Results

With OpenAI generating the patent evaluation report, businesses benefit from AI-driven insights, ensuring that the report is comprehensive, accurate, and meets industry standards.

Conclusion: Revolutionizing Patent Evaluation with Zoho SalesIQ’s Zobot

By integrating Zoho SalesIQ’s Zobot with key tools like Zoho Creator, Payment Gateway, OpenAI, and Zoho Bookings, businesses can create an automated, streamlined process for patent evaluation. This advanced workflow not only simplifies complex tasks but also enhances customer satisfaction by offering real-time assistance and seamless service delivery.

If you’re looking to adopt chatbot-driven automation for your business service, FusionHawk.io is here to help. Our expertise in chatbot integration and workflow automation can transform your business, allowing you to scale and succeed in today’s competitive marketplace.

Contact us today to learn more about how you can implement these solutions and start simplifying your operations.