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Chatbots Simplify Customer Interactions

Key Points

  • Morgan Carroll of IBM Cloud explains that most people already use chatbots, often without realizing it, and introduces the basics of how they operate.
  • A simple use‑case is “Flora,” a floral‑shop chatbot that automatically answers routine customer questions (e.g., store hours, inventory) so the sole employee can focus on designing arrangements.
  • A more complex scenario involves “Birdie,” a banking bot that authenticates the user, securely retrieves account data from the bank’s back‑end systems, and returns the balance—all without human teller intervention.
  • The overall takeaway is that chatbots can handle both straightforward FAQs and secure, transaction‑level interactions by integrating with existing services, freeing staff to concentrate on higher‑value work.

Full Transcript

# Chatbots Simplify Customer Interactions **Source:** [https://www.youtube.com/watch?v=o9-ObGgfpEk](https://www.youtube.com/watch?v=o9-ObGgfpEk) **Duration:** 00:09:41 ## Summary - Morgan Carroll of IBM Cloud explains that most people already use chatbots, often without realizing it, and introduces the basics of how they operate. - A simple use‑case is “Flora,” a floral‑shop chatbot that automatically answers routine customer questions (e.g., store hours, inventory) so the sole employee can focus on designing arrangements. - A more complex scenario involves “Birdie,” a banking bot that authenticates the user, securely retrieves account data from the bank’s back‑end systems, and returns the balance—all without human teller intervention. - The overall takeaway is that chatbots can handle both straightforward FAQs and secure, transaction‑level interactions by integrating with existing services, freeing staff to concentrate on higher‑value work. ## Sections - [00:00:00](https://www.youtube.com/watch?v=o9-ObGgfpEk&t=0s) **Flora: AI Chatbot for Florists** - Morgan Carroll of IBM Cloud demonstrates how a chatbot named Flora can autonomously handle routine customer inquiries for a one‑person flower shop, allowing the owner to focus on designing arrangements. - [00:03:14](https://www.youtube.com/watch?v=o9-ObGgfpEk&t=194s) **Multichannel Floral Chatbot Overview** - A brief overview of how a cloud‑hosted chatbot named Flora lets customers order flowers through website pop‑ups, phone calls, or instant‑messaging services, handling the conversation and order processing on the backend. - [00:06:54](https://www.youtube.com/watch?v=o9-ObGgfpEk&t=414s) **Chatbot Automates Floral Orders** - The florist describes how a chatbot confirms stock, handles order placement, and notifies the shop, saving hours of manual work so they can focus on arranging flowers. ## Full Transcript
0:00So most of us have at this point in our lives  have probably used a chatbot, maybe without 0:04even knowing it. Have you ever wondered how does  a chatbot work? What powers it? How do I interact 0:10with it? Let's dive in. My name is Morgan Carroll  with IBM Cloud. Let's say you're the owner of a 0:17flower shop, this is you. And you're the only  employee, maybe you don't have time to respond 0:25to common customer inquiries, such as what time  do you open, do you have yellow roses in stock, 0:31how do I contact you. So you've got your customer  up here and they need to get in touch with you, 0:37but you're busy you can't answer the phone. So  what can we do to solve this problem? This is 0:42where Flora, the floral chatbot comes in. This is  Flora over here. Now if a customer has a simple 0:50question, let's say they just want to know, um,  what time do you guys open. They can ask Flora 0:57"hey what time do you all open?", and  then Flora is going to be able to respond 1:02with the appropriate answer. She's going to say,  you know, maybe "we open Monday at 9 AM." All 1:09without me having to interact with the chatbot, or  the customer, so that I'm free to do what I love 1:14to do which is designing floral arrangements.  Now let's think of a more complex example. 1:22Say you have the bank here, and you as the  customer you would like to check and see 1:30what your balance is. So I just got paid I don't  know how much money is in the bank but I need 1:36to go buy some socks. So rather than having to  call the bank and wait on hold, and wait for a 1:42teller to pull up your information, and check your  account status, you could actually interact with 1:49Birdie, the banking bot. So in this  case I'm going to ask Birdie, "Birdie, 1:57what is my balance? How much money do I have  currently?" Bertie's going to come back and ask, 2:03"I can help you with that, but what is your  account number, your pin number?", you know 2:09some identifying information. So I'm going to be  able to provide this information back to Birdie. 2:16My account number, maybe my date of  birth, a pin number, etc., etc. From there 2:23all without any tellers or any employees having  to interact with Birdie, she's going to be able 2:27to go and ask the bank, she's going to pass  along all this information, my account number, 2:33my date of birth, and my pin number, and she's  going to say "hey bank, how much money does this 2:38person have in their account?" The bank is going  to authorize me and say "okay this is all the 2:42appropriate information that we need." The bank  is going to respond with "I'm sorry you only have 2:47five dollars", maybe enough for socks, maybe not.  But then Birdie is going to be able to take that 2:54response and pass it back to me, the customer,  all without having to interact with any humans 3:00and it's very simple. So how does this really  work? Let's dive in. Going back to the floral shop 3:07example. Let's say tomorrow is Mother's Day and  you forgot to order flowers like we normally do. 3:15So here's you, my customer. Now like we mentioned  before, the floral shop owner is very busy, 3:22she's putting together all these arrangements,  she doesn't really have time to answer the phone. 3:26So luckily there are a few different  ways that you the user can interact 3:30with our chatbot to actually automate  ordering some flowers for your mother. 3:36So, on the floral shop website there could be a  little pop-up, maybe at the bottom that has Flora. 3:44This is Flora, the floral bot, and she's here  and she's going to be able to pop-up and ask 3:49me "what kind of flowers would you like to  order?" Obviously yellow roses because those 3:53are my mother's favorite. If we don't want to  use the website, we could actually just call in. 3:58So it can be either text based or voice based.  So, if I call the chatbot she says "Welcome to 4:06Flower Supply 101, what would you like to place  your order for?" I would say "I would like a dozen 4:11yellow roses", and it's just conversational.  And she's going to take my order and be able 4:14to process it and you can also use various instant  messaging services, you know, for different social 4:19media platforms you can integrate. So you have  all these different ways that you can interact 4:23with the chatbot. Now let's think about how  that actually works, sort of on the backend. 4:29So I think by now we're all familiar with the  cloud, it's the buzzword of the year. This is 4:35actually where our chatbot is going to live. So  you'll have a chatbot service provider and this 4:41chatbot is going to integrate with various  services to actually process whatever speech 4:46it is that the user is saying. It's going to use  Natural Language Processing, as well as Artificial 4:52Intelligence, to take what i'm saying and then  actually translate it into something that a 4:56computer can understand. So, I'm saying whether  it's via phone or via instant messenger, or to 5:05the webpage via text or voice, I would like to  purchase some yellow roses. So I'll say "purchase 5:12yellow roses", and maybe I want to do a dozen.  Maybe next year I'll do two dozen, I should. 5:20So then it's gonna pass this, I'm gonna pass this  information to either the web page or IM or voice. 5:25This is actually, whatever this medium  is, it's going to send this information 5:29up to the cloud. Now the cloud is going to take  this and it's going to process it. It's going to 5:34say "I see that the user wants to purchase this  specific item", in this case 12 yellow roses. 5:40Now we have to make sure that we actually have  these roses in stock, you know, if i try to place 5:45an order and then I pay for it and then I get a  notice sorry we're out of stock well that's just 5:49not a good user experience. So the way this is  going to work is we'll use various cloud services 5:54and we're actually going to go over here and  connect to what I'm going to call floral systems. 6:01And this is basically just going  to be our database on the backend, 6:05and it's going to show, you know, maybe I  have 36 yellow roses in stock. I've also got, 6:14let's say, 14 red tulips, and 3 succulents. 6:22Succulents. So, I've sent this information to  the webpage already as the user now the webpage 6:29is going to say "all right, purchase", and then  12 roses, yellow roses. Now this is going to 6:36send this information to the cloud to my chatbot  service provider, and then that is actually going 6:41to go out here and check the database. So I'll  say "12 yellow roses is what we're looking for", 6:49and then we can see we've actually got 36.  So we have plenty of roses, this is good. 6:54So now we're going to send a  response back. We're going to say 6:57"Yes, we have more than enough roses in stock.  So we can go ahead and place this order". 7:03And the cloud is going to come back and say "Yes  let's place this order." And then the webpage is 7:07going to come back to me and say "Absolutely,  you're in luck. You didn't wait too long. Maybe 7:12next year try to do it a little quicker,  but we're going to be able to fulfill your 7:15order." So then I'm over here the whole time as,  let's say I'm over here, the floral shop owner. 7:24And I'm just building floral arrangements. Maybe  I'll get a notification kind of off to the side, 7:28but all in all the whole thing is automated so  I don't have to stop what I'm doing to actually 7:33take care of this, and it's  going to save me a lot of time. 7:37Now let's talk about the benefits of, you know,  why would we want to use a chatbot. I mean it 7:43is it is nice to have that human interaction  whenever you're dealing with your customers, but 7:48I think probably the number one reason that  someone may want to use a chatbot is to save 7:53time. And what I mean by that is, you know,  not only are you saving time when it comes to 7:59like interacting with your customers  and getting someone to place an order, 8:03but again, you're leaving time off to  the side for you to go, and you know, 8:08maybe you've got to do some bookkeeping, you've  got to put these floral arrangements together, 8:11whatever it is, it's going to save you hours  and hours over the course of even just a month. 8:18Two. Simplicity. 8:23Chatbots believe it or not are surprisingly  simple to build. You don't have to know how 8:28to write any code in most cases, if you want to do  more in-depth integrations, you might need to know 8:34some code, but for the most part it's just natural  language based. You could say "Hey chatbot, 8:40I want you to tell users that I'm open Monday  through Friday 9 AM to 6 PM", and it's going to be 8:45able to relay that information without having to  know any Python, or JavaScript, or anything like 8:49that. Lastly, time to launch. So what that means  is that it does not take a lot of time to build 9:01a chatbot. Like I said earlier, you don't have  to know any code, and since it's cloud-based 9:05you don't have to build up any of the underlying  infrastructure. From the time you start building 9:10the chatbot to the time it's completed could be  as quick as one hour. And so, these are some of 9:15the reasons that you may want to build a chatbot  for your business. So I hope this helped explain 9:21what a chatbot is, how it works, and why you  may want to use it. Thank you for watching. 9:28If you have questions please drop us a line  below. If you want to see more videos like 9:32this in the future, please like and  subscribe. And don't forget you can 9:35grow your skills and earn a badge by creating  your own chatbot by clicking the link below.