Driving engagement with automated AI agents

What we've done

1. Strategic Discovery
2. 3D character design
3. AI personality development
4. AI product and technical training
5. Testing and compliance management
6. Launch and distribution

Process

We worked across comms, marketing, medical, sales, regulation, brand and HR to develop and AI agent that matched the personality of a junior representative with the knowledge of a medical science liaison. The goal was to develop a conversational platform that customers could engage with to learn about the technical details of a product before being passed on to a senior rep at the right moment.

Refine the Strategy

Our AI was trained a wide range of information taken from the companies knowledge base as well as developing a personality based on anonymous conversations with customers by senior reps.

Key Actions:

• Train the AI using a vast knowledge base to ensure accuracy
• Use closed AI systems to prevent AI mistakes
• Develop a personality based on existing staff members to connect better with customers
• Integrate a CRM to be able to collect conversations and set up meetings where required
• Run a large number of simulations and reviews with compliance to ensure accuracy and the correct tone of voice

Conclusion

32% of senior rep time saved

AI trained on 3x products so far

Integrated into a CRM to personalize conversations

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