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Omnichannel Voice AI: Seamlessly Managing Conversations Across Phone, WhatsApp, and Email

ConversAI Labs Team
5 min read
Omnichannel Voice AI: Seamlessly Managing Conversations Across Phone, WhatsApp, and Email

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Technology

Omnichannel AI: Seamless Customer Experiences Across Voice, WhatsApp, and Email

In today's fast-paced world, customers expect to interact with businesses on their preferred channels. They might start a conversation on the phone, switch to WhatsApp for sending documents, and then check their email for formal confirmations. This multi-channel journey is now the norm. However, it often leads to a frustrating experience. How many times have you had to repeat your order number or explain your issue multiple times when switching between phone, WhatsApp, and email support? With ConversAI's omnichannel AI solutions, we eliminate that frustration by maintaining context across all touchpoints, ensuring a smooth and personalized customer experience.

The Problem: Fragmented Customer Experience

The reality is that customer service often operates in silos. A staggering 73% of customers use multiple channels to interact with businesses, and nearly 40% switch channels mid-conversation. This channel-hopping exposes a critical weakness: siloed data. When information isn't shared across platforms, customer service agents lack the full picture. Lost context translates to customers having to repeat information, leading to increased frustration and a degraded customer experience. The data shows the modern user wants to have their information available regardless of touchpoint.

Real-World Omnichannel Journey Example

Imagine applying for a home loan. Here's how a seamless omnichannel experience powered by ConversAI could look:

Banking Loan Application:

  • Day 1 - Voice Call: Customer inquires about a home loan. The AI voice agent collects basic information like name, contact details, and loan amount desired.

  • Day 1 - WhatsApp: Immediately after the call, the AI sends a personalized WhatsApp message containing a document checklist required for the loan application. The customer easily uploads salary slips directly through WhatsApp.

  • Day 2 - Email: The customer receives a formal application acknowledgment via email, including a reference number for tracking purposes.

  • Day 5 - Voice Call: The AI proactively calls the customer to deliver the good news – their loan has been approved! The AI then schedules a branch visit for final documentation.

  • Day 5 - WhatsApp: A follow-up WhatsApp message is sent with the branch location, a map link, and a calendar invite for the scheduled appointment.

Key Benefit: Throughout this entire journey, the customer never has to repeat information. The AI remembers their details, application status, and preferences, ensuring a consistent and efficient experience.

How ConverseAI Manages Cross-Channel Context

ConverseAI’s omnichannel AI excels at creating a cohesive customer journey. We achieve this through two key strategies:

Unified Customer Profile:

  • Phone number as primary identifier: We use the phone number as the central key to link all customer interactions.

  • Links WhatsApp, email, and call history: This creates a comprehensive view of all communication across different channels.

  • Single conversation thread across channels: Agents can access a unified conversation history, regardless of where the interaction took place.

Smart Channel Selection:

Our AI intelligently routes interactions to the most appropriate channel based on the context and customer needs:

  • Voice: Ideal for complex discussions, urgent matters, and situations requiring empathy.

  • WhatsApp: Best for sharing visual information (documents, images), asynchronous communication, and quick updates.

  • Email: Suitable for formal documentation, confirmations, and detailed information.

Case Study: E-commerce Platform

Let's consider a real-world example of how ConverseAI's omnichannel solution transformed customer service for a leading e-commerce platform in India, managing approximately 25,000 customer interactions monthly.

Before implementing our omnichannel AI: Customers frequently had to repeat their order numbers and other information when contacting customer service through different channels. This led to longer resolution times and frustrated customers.

After implementing our omnichannel AI: The results were dramatic:

  • 68% Automation Rate: A significant portion of customer inquiries were resolved without human intervention.

  • 40% Reduction in Repeat Contacts: Customers rarely had to repeat information when switching channels.

  • Satisfaction: Customer satisfaction scores jumped from 78% to 91%.

  • Resolution Time: Average resolution time decreased from 8 minutes to just 3 minutes.

  • ₹45 Lakh Annual Savings: The platform realized substantial cost savings through increased efficiency and reduced agent workload.

Implementation Best Practices

Successfully implementing an omnichannel AI strategy requires careful planning. Here are some best practices to consider:

  • Start with Voice + WhatsApp: In the Indian market, these are often the most frequently used channels, making them a great starting point.

  • Integrate with existing CRM: Seamless integration with your CRM system is crucial for accessing customer data and maintaining a unified view.

  • Test channel handoffs thoroughly: Ensure smooth transitions between channels to avoid disruptions in the customer journey.

  • Train AI on unified knowledge base: Equip your AI with a comprehensive and consistent knowledge base to provide accurate and relevant information across all channels.

  • Monitor cross-channel journey analytics: Track key metrics like channel usage, resolution times, and customer satisfaction to continuously optimize your omnichannel strategy.

Conclusion

In today’s competitive landscape, providing a seamless omnichannel experience is no longer a luxury, but a necessity. Customers expect to interact with businesses on their terms, across their preferred channels. While implementing a full-fledged omnichannel strategy might seem daunting, you can start by focusing on the two most relevant channels for your business and expanding gradually.

Ready to transform your customer experience with ConverseAI's omnichannel AI solutions? Request a demo today and discover how we can help you create seamless, personalized, and efficient customer journeys.

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About ConversAI Labs Team

ConversAI Labs specializes in AI voice agents for customer-facing businesses.