Self Setup

How to get started with Octocom for simple use cases

Simple setups typically take only a few hours and require no/minimal involvement from Octocom's team.

Getting started with informational use cases

Informational use cases include the following:

• Answering FAQs

• Providing policy information (cancelations, returns, modifications, etc.)

• Providing instructions (returns, exchanges, etc.)

Getting started with these use cases is extremely simple and takes very little time. Our bots can gather information from the following sources:

• Articles

  • Manually added/edited

  • Synced with supported third party help desk's help centers

• Documents

  • PDF

  • Word documents

  • Text files

• Webpages

  • We extract information from your list of webpages

  • The information gets resynced every 24 hours

Getting started with a product consultation use cases

Octocom bots can easily be trained to answer questions about your products. Our large language model (LLM) models have great world knowledge, which allows them to understand products really well and adapt/explain the information to the customer.

We have the following ways to sync your product information with Octocom:

• Shopify - install the Shopify app and we will sync it automatically

• WooCommerce - integrate WooCommerce to our system and we will sync it automatically

• XML feed - provide us with a link of the XML feed and we will configure the bot to use the info

• JSON feed - provide us with a JSON API endpoint and we'll configure the bot to use the info

• Manual - this only works if there's a small quantity of products that rarely changes

Getting started with post-sale use cases

Octocom supports most of the common post-sale use cases out of the box:

• Order tracking

• Order cancellations

• Item modifications

• Changing delivery addresses

• Changing contact details

If you wish to handle returns without getting setup help from Octocom, then the bot can help in the following ways:

• Informational

  • If the customers get a pre-printed label and the customer can do self-service returns

  • If the customers need to fill out some form, whether physical or digital

  • If the customers are responsible for return shipping, the bot can provide the addresses and instructions

  • If there are common misunderstandings with the product, the bot can provide some suggestions/guidance to talk the customer out of the return

• Collecting information and then transferring the ticket to a human agent

  • The bot can collect information, such as order IDs, reason for return, images, etc.

  • Once information is collected, the ticket gets transferred

If there are post-sale support use cases that are not covered in the list above, you can always configure the bot to collection the relevant information (order ID, email, and more), and then initiate a handoff to a human customer service agent.

Additionally, it might be worth doing a guided setup if the following are true:

• You use standard systems like Shopify or WooCommerce, but they're heavily customized or also rely on other third party systems (WMS, ERP, etc.)

• You use systems that are not supported by Octocom out of the box

• You use systems that were built in-house

• Your post-sale processes are complex or non-standard

  • You use various revenue retention strategies

  • Your processes differ based on the customer, order, or region

  • and so on...