Customerly

What is Customerly?

Customerly is a game-changer in the world of customer service solutions. With its innovative AI technology, Customerly empowers support teams to respond faster, saving time and resources. The seamless transition between AI chatbots and human teams ensures that customers receive the best possible assistance, leading to higher satisfaction levels. Customerly's AI Assistant enhances response rates by crafting personalized and quick responses that resonate with customers. The global support capabilities of Customerly's AI make it simple to provide precise support to customers around the world, breaking down language barriers effortlessly.

Customerly's AI chatbot, Aura, outperforms traditional chatbots in various ways. Aura is always learning, continuously adapting and improving from knowledge base updates and canned responses. The AI Assistant provides seamless assistance at any conversation stage, preventing customers from getting stuck in loops. Aura simplifies complex tasks by collecting data conversationally and automating processes efficiently. Moreover, Aura is smart enough to escalate to a human agent when necessary, ensuring that customers receive the best support possible. By automating over 50% of support inquiries, Aura streamlines operations and boosts team performance significantly.

When it comes to CRM software, Customerly stands out as a top choice for online businesses. With its user-friendly features and powerful capabilities, Customerly's CRM software helps businesses improve their customer relationships and enhance their sales processes. The CRM system allows businesses to manage customer data effectively, trigger automated actions, and gain valuable insights. By centralizing customer data and providing a complete customer view, Customerly enables businesses to understand their customers better and create personalized experiences. Customerly's CRM software is truly a game-changer for businesses looking to grow and succeed in today's competitive market.

How to Use Customerly?

Step 1: Getting Started with Customerly

• Visit the Customerly website at https://www.customerly.io.
• Click on 'Start Free Trial' at the top-right corner of the page.
• Fill in the required information to create your Customerly account.
• Complete the verification process via the email sent to you.

Step 2: Setting Up Your Customerly Dashboard

• Log in to your Customerly account.
• Navigate to the Dashboard by clicking on 'Dashboard' in the sidebar.
• Familiarize yourself with the various widgets and sections on the Customerly Dashboard.

Step 3: Integrating Customerly with Your Website or App

• Navigate to 'Settings' in the sidebar.
• Click on 'Integrations' from the dropdown menu.
• Choose your integration type (Website, Mobile Apps, or WordPress).
• Follow the specific instructions provided to integrate Customerly with your selected platform.

Step 4: Configuring the AI Chatbot: Aura

• Go to 'AI' in the sidebar.
• Click on 'Aura Settings'.
• Set up your knowledge base and canned responses for Aura to learn from.
• Customize the key settings for Aura to ensure it aligns with your support strategy.
• Enable Aura to start handling queries automatically.

Step 5: Creating and Managing Live Chats

• Click on 'Live Chat' in the sidebar.
• Set up your live chat widget by customizing the appearance and behavior.
• Implement the live chat code on your website or app using the provided instructions.
• Monitor and manage incoming chats in the 'Inbox' section under 'Live Chat'.

Step 6: Automating Customer Support Processes

• Navigate to 'Automation' in the sidebar.
• Click on 'Create Automation' to start setting up automated workflows.
• Choose from available templates or create custom automation flows.
• Set triggers and actions to define how the automation should operate.
• Activate the automation to streamline your customer support tasks.

Step 7: Utilizing Marketing Automation

• Go to 'Marketing' in the sidebar.
• Click on 'Create Campaign' to start a new marketing campaign.
• Choose the type of campaign, such as email marketing or in-app messages.
• Design your campaign using the email template builder or pre-built templates.
• Set segmentation criteria to target specific audience groups.
• Schedule or send your campaign based on your marketing calendar.

Step 8: Implementing In-App Surveys and NPS

• Click on 'Surveys' in the sidebar.
• Select 'Create Survey' to start a new in-app survey or NPS campaign.
• Design your survey questions to capture the feedback you need.
• Set triggers for when and where the survey should appear within your app.
• Activate the survey and start collecting feedback.

Step 9: Accessing Customer Insights with CRM

• Navigate to 'CRM' in the sidebar.
• Explore customer data and interaction history to gain insights.
• Use the customer timeline to understand your customer's journey.
• Rate and segment your prospects to prioritize your sales efforts.

Step 10: Monitoring Metrics and Performance

• Go to 'Reports' in the sidebar.
• Analyze different metrics such as response times, customer satisfaction scores, and sales performance.
• Generate reports to understand the effectiveness of your customer service and marketing efforts.
• Use these insights to make informed decisions and improve your strategies.

Customerly Features

Feature 1: AI Customer Service Solution

The AI Customer Service Solution provided by Customerly is designed to empower customer support teams with AI technology for instant responses, seamlessly transitioning to human teams for more complex issues. This innovative solution helps businesses boost customer satisfaction while simultaneously cutting costs.

Function Detail

• The AI chatbot, Aura, is used for real-time query resolution, offering cost-effective responses that allow the team to focus on more critical tasks.
• The AI Assistant helps in crafting rapid responses that resonate with customers, speeding up the support team's pace and productivity.
• Aura AI transcends language barriers, providing precise support to global customers instantly.

Feature 2: CRM Software

Customerly offers a robust CRM software solution to help businesses improve their customer relationships and grow by effectively managing customer data and triggering automated actions. This CRM software enables businesses to streamline their processes and personalize communication with customers.

Function Detail

• The CRM allows businesses to have a comprehensive view of customer data while interacting with them, providing insights into customer journeys.
• Users can rate prospects and automate prospect rating processes, focusing on valuable leads to optimize sales efforts.
• The CRM facilitates the creation of dynamic lists based on data, enabling customized surveys, newsletters, and marketing automation.

Feature 3: Live Chat Engagement

Customerly's Live Chat Engagement feature is designed to help businesses engage with visitors at every stage of the customer journey, from initial contact to conversion and retention. This feature enables businesses to interact with their audience effectively and provide personalized support.

Function Detail

• Businesses can engage visitors with catchy welcome messages, prompting them to start a conversation.
• Pre-chat surveys can be sent to visitors to gather important information and kickstart meaningful conversations.
• Prospects can book meetings or demos directly through the Live Chat, simplifying the process for both the customer and the business.

Customerly Frequently Asked Questions