Use Cases

Use Cases

Use Cases

Use Cases

Banking & Insurance

Banking & Insurance

What Smartbot has done for this industry


  • Voicebots for authentication and blocking

    We implemented voice recognition and intelligent messaging systems for customers who needed to block cards, check balances or authorize transactions without going through manual processes.


  • Informative and lead capture chatbots

    We designed chat flows in WhatsApp or web, aimed at explaining financial products, simulating credits and channeling interested parties to the sales department


  • Notifications and proactive retention

    We configured outbound campaigns (SMS, WhatsApp) to warn of policy expirations, renewals or loyalty plans, increasing retention and cross-selling.


  • Voicebots for authentication and blocking

    We implemented voice recognition and intelligent messaging systems for customers who needed to block cards, check balances or authorize transactions without going through manual processes.


  • Informative and lead capture chatbots

    We designed chat flows in WhatsApp or web, aimed at explaining financial products, simulating credits and channeling interested parties to the sales department


  • Notifications and proactive retention

    We configured outbound campaigns (SMS, WhatsApp) to warn of policy expirations, renewals or loyalty plans, increasing retention and cross-selling.

Key benefits

Key benefits

Key benefits

Key benefits

Reduction of up to 30% of operating costs in telephone customer service.

Increased efficiency in the resolution of routine banking queries.

Improved NPS by offering self-service and fast 24/7 support.

Card Image
Card Image
Card Image
Card Image

Health

Health

What Smartbot has done for this industry


  • Automated scheduling and reminders

    SmartBot configured voicebots and chatbots that allow patients to book, confirm or reschedule medical appointments instantly, reducing absenteeism by up to 40%. 24/7 pharmacy management: An automated system was created for ordering and stock queries, easing the burden on staff and providing immediate responsesPost-consultation follow-up: We implemented proactive notifications (control messages, medication reminders) through omnichannel channels (WhatsApp, SMS), improving patient adherence and freeing up human resources.


  • 24/7 pharmacy management

    An automated system for ordering and stock inquiries was created, easing the burden on staff and providing immediate responses.


  • Post-consultation follow-up

    We implement proactive notifications (control messages, medication reminders) through omnichannel channels (WhatsApp, SMS), improving patient adherence and freeing up human resources.

Key benefits

Key benefits

Key benefits

Key benefits

Reduction of collapse in call centers and counters.

Improved patient satisfaction and lower reprogramming rate.

Continuous availability for pharmacy consultations and shifts.

Retail & E-commerce

Retail y
E-commerce

What Smartbot has done for this industry


  • Omnichannel pre- and post-sales service

    A WhatsApp chatbot and a web widget were created to guide the customer on stock, returns and shipping status queries, freeing staff from repetitive tasks.


  • Product suggestions and cross-selling

    We implemented conversation flows capable of suggesting related items or upgrades, increasing the average ticket.


  • Peak demand automation (Black Friday, Cyber Monday)

    The bot was configured to handle peaks of up to 300% of requests, serving them at the same time without affecting response times.


  • Omnichannel pre- and post-sales service

    A WhatsApp chatbot and a web widget were created to guide the customer on stock, returns and shipping status queries, freeing staff from repetitive tasks.


  • Product suggestions and cross-selling

    We implemented conversation flows capable of suggesting related items or upgrades, increasing the average ticket.


  • Peak demand automation (Black Friday, Cyber Monday)

    The bot was configured to handle peaks of up to 300% of requests, serving them at the same time without affecting response times.

Key benefits

Key benefits

Key benefits

Key benefits

Decrease in saturation on dates of high concurrence.

Increase of additional sales (cross-sell) thanks to proactive recommendation.

Reduced waiting times and improved after-sales satisfaction.

Card Image
Card Image
Card Image
Card Image

Telecommunications

Telecommunications

What Smartbot has done for this industry


  • Initial technical support voicebots

    The bot is in charge of diagnosing basic failures (modem reboots, line check) without human intervention, escalating only complex cases to a specialized agent.


  • Management of plans and upgrades

    We enable a conversational flow for customers to change plans or request additional services via messaging or voice.


  • Notifications and retention

    Mass campaigns were launched to prevent cancellations (offers, reconnections), with a bot that handles objections and proposes solutions instantly.


  • Initial technical support voicebots

    The bot is in charge of diagnosing basic failures (modem reboots, line check) without human intervention, escalating only complex cases to a specialized agent.


  • Management of plans and upgrades

    We enable a conversational flow for customers to change plans or request additional services via messaging or voice.


  • Notifications and retention

    Mass campaigns were launched to prevent cancellations (offers, reconnections), with a bot that handles objections and proposes solutions instantly.

Key benefits

Key benefits

Key benefits

Key benefits

Significant load relief in call centers.

Shorter average resolution time and better user experience.

Optimization of retention thanks to the speed with which requests are dealt with.

Public and Governmental Sector

Public and Governmental Sector

What Smartbot has done for this industry


  • Automation of citizen procedures

    We configure chatbots and voicebots for licenses, permits and applications, streamlining the attention at the counter.


  • Mass communication of campaigns

    The bot was able to send notifications of tax due dates, health campaigns and reminders of municipal services.


  • Multi-channel 0800 service

    An intelligent voicebot diverts calls from simple queries, leaving staff free for more complex or face-to-face cases.


  • Automation of citizen procedures

    We configure chatbots and voicebots for licenses, permits and applications, streamlining the attention at the counter.


  • Mass communication of campaigns

    The bot was able to send notifications of tax due dates, health campaigns and reminders of municipal services.


  • Multi-channel 0800 service

    An intelligent voicebot diverts calls from simple queries, leaving staff free for more complex or face-to-face cases.

Key benefits

Key benefits

Key benefits

Key benefits

Reduction of queues and office congestion.

Improved transparency and speed for the citizen.

Ability to respond 24/7, even in emergency situations.

Card Image
Card Image
Card Image
Card Image

Real Estate / Building Security

Real Estate / Building Security

What Smartbot has done for this industry


  • Invitations and visitor validation

    A WhatsApp chatbot was created to manage access passes, sending data and integrating it with the security system.


  • IP PBX in intercoms

    Allows voice interaction with AI to confirm invitations or authenticate residents.


  • Incident automation

    The bot logs and sends reports to the maintenance team (problems in common areas, power failures, etc.).


  • Invitations and visitor validation

    A WhatsApp chatbot was created to manage access passes, sending data and integrating it with the security system.


  • IP PBX in intercoms

    Allows voice interaction with AI to confirm invitations or authenticate residents.


  • Incident automation

    The bot logs and sends reports to the maintenance team (problems in common areas, power failures, etc.).

Key benefits

Key benefits

Key benefits

Key benefits

Reduced use of janitorial staff in large buildings

Safer and faster access control, with photo and identity verification.

Efficiency in the administration's internal communication.

Advertising & Publicity

Advertising & Publicity

What Smartbot has done for this industry


  • Sweepstakes and promotional actions

    We set up chatbots in social networks and WhatsApp to collect data from participants and automate the selection of winners.


  • Post-campaign survey automation

    Voicebots and mass messaging to evaluate ad impact and audience reception.


  • Integration with agency CRMs

    Creation of qualified lead flows, automatically linking data to email marketing or advertising targeting platforms.


  • Sweepstakes and promotional actions

    We set up chatbots in social networks and WhatsApp to collect data from participants and automate the selection of winners.


  • Post-campaign survey automation

    Voicebots and mass messaging to evaluate ad impact and audience reception.


  • Integration with agency CRMs

    Creation of qualified lead flows, automatically linking data to email marketing or advertising targeting platforms.

Key benefits

Key benefits

Key benefits

Key benefits

Customer data collected in record time.

Creation of more robust databases for remarketing.

Fluidity in the execution of massive campaigns with fewer personnel.

Card Image
Card Image

SmartBot

Metropistas Puerto Rico

Metropistas won the bid and needed an efficient management team to address complaints, suggestions and manage incidents on Puerto Rico's highways. SmartBot implemented an IVR that directs agents to handle complaints and suggestions. In addition, in the call center it is in charge of transferring calls to the service centers for efficient management, being implemented in all channels.


SmartBot

Metropistas Puerto Rico

Metropistas won the bid and needed an efficient management team to address complaints, suggestions and manage incidents on Puerto Rico's highways. SmartBot implemented an IVR that directs agents to handle complaints and suggestions. In addition, in the call center it is in charge of transferring calls to the service centers for efficient management, being implemented in all channels.


SmartBot

Metropistas Puerto Rico

Metropistas won the bid and needed an efficient management team to address complaints, suggestions and manage incidents on Puerto Rico's highways. SmartBot implemented an IVR that directs agents to handle complaints and suggestions. In addition, in the call center it is in charge of transferring calls to the service centers for efficient management, being implemented in all channels.


SmartBot

Metropistas Puerto Rico

Metropistas won the bid and needed an efficient management team to address complaints, suggestions and manage incidents on Puerto Rico's highways. SmartBot implemented an IVR that directs agents to handle complaints and suggestions. In addition, in the call center it is in charge of transferring calls to the service centers for efficient management, being implemented in all channels.


SmartBot

Banco de Seguros

The bank was looking for more efficiency, to reach its customers with outbound campaigns and to manage services in an automated way. SmartBot implemented a first filter to agents and automated staff management. Now, service management is done efficiently and outbound campaigns reach customers more effectively.



SmartBot

Banco de Seguros

The bank was looking for more efficiency, to reach its customers with outbound campaigns and to manage services in an automated way. SmartBot implemented a first filter to agents and automated staff management. Now, service management is done efficiently and outbound campaigns reach customers more effectively.



SmartBot

Banco de Seguros

The bank was looking for more efficiency, to reach its customers with outbound campaigns and to manage services in an automated way. SmartBot implemented a first filter to agents and automated staff management. Now, service management is done efficiently and outbound campaigns reach customers more effectively.



SmartBot

Banco de Seguros

The bank was looking for more efficiency, to reach its customers with outbound campaigns and to manage services in an automated way. SmartBot implemented a first filter to agents and automated staff management. Now, service management is done efficiently and outbound campaigns reach customers more effectively.



SmartBot

Pepsi

Pepsi needed to channel its communication campaign to promote its product line in partnership with the Champions League. SmartBot developed a chatbot on WhatsApp to manage promotions and deliver prizes to attend the final of the tournament, optimizing the promotion process.



SmartBot

Pepsi

Pepsi needed to channel its communication campaign to promote its product line in partnership with the Champions League. SmartBot developed a chatbot on WhatsApp to manage promotions and deliver prizes to attend the final of the tournament, optimizing the promotion process.



SmartBot

Pepsi

Pepsi needed to channel its communication campaign to promote its product line in partnership with the Champions League. SmartBot developed a chatbot on WhatsApp to manage promotions and deliver prizes to attend the final of the tournament, optimizing the promotion process.



SmartBot

Pepsi

Pepsi needed to channel its communication campaign to promote its product line in partnership with the Champions League. SmartBot developed a chatbot on WhatsApp to manage promotions and deliver prizes to attend the final of the tournament, optimizing the promotion process.



SmartBot

Asociación Española

The company was missing 80% of calls, experiencing high no-shows at appointments, and had saturated service lines. SmartBot now controls 100% of the contact center, automating services through chatbots, voicebots and a call center integrated to its medical services management platform. Appointment attendance has improved significantly.


SmartBot

Asociación Española

The company was missing 80% of calls, experiencing high no-shows at appointments, and had saturated service lines. SmartBot now controls 100% of the contact center, automating services through chatbots, voicebots and a call center integrated to its medical services management platform. Appointment attendance has improved significantly.


SmartBot

Asociación Española

The company was missing 80% of calls, experiencing high no-shows at appointments, and had saturated service lines. SmartBot now controls 100% of the contact center, automating services through chatbots, voicebots and a call center integrated to its medical services management platform. Appointment attendance has improved significantly.


SmartBot

Asociación Española

The company was missing 80% of calls, experiencing high no-shows at appointments, and had saturated service lines. SmartBot now controls 100% of the contact center, automating services through chatbots, voicebots and a call center integrated to its medical services management platform. Appointment attendance has improved significantly.


AUTOMATIZA TODAS TUS REDES

Schedule a Specialist Call

Schedule a Specialist Call

Schedule a Specialist Call

Schedule Now
Schedule Now
Schedule Now
Schedule Now
Schedule Now
Schedule Now
Schedule Now
Schedule Now

SmartBot

Menu

Close

SmartBot

Menu

Close

SmartBot

Menu

Close

SmartBot

Menu

Close