chatbot use cases for ecommerce
chatbot use cases for travel
chatbot use cases for restaurant
chatbot use cases for hospitals
chatbot use cases for finance
chatbot use cases for manufacturing

Top real-time chatbot use cases

1. Chatbot use cases for marketing

In any organization, marketing has its role cut out: spreading the word, bringing in visitors, engaging prospects, and generating leads. Nowadays, chatbots are used in most of these processes in the marketing funnel.

For navigation and announcements

In physical stores, you can have your personnel direct visitors where they want to go and make the purchase. Likewise, chatbots can be used in the digital world to navigate them around your site. Not everyone will be patient enough to go through ever nook and cranny of your site to find what they want. Having a chatbot can help them navigate and get the info faster. Also, if you want to make any announcement to your visitors, such as festival offers, year-end offers, or any other sort, you can make the chatbots do that. For example, news websites currently announce their top news via chatbots to turn visitors' attention to that particular info.

Lead generation

Instead of using traditional passive forms to generate leads, you can use chatbots. With multiple options built in, chatbots simulate humans and don't make the visitors feel alone. This makes lead generation easy for you. If visitors aren't initiating contact, you can use chatbots to trigger a proactive message and nudge them.

Lead qualification

Not just for generating leads, chatbots can significantly help marketers qualify intent leads and weed out the junk. Chatbots can be configured to ask questions that help identify visitors' goals. If they match the ideal customer profile, only those qualified leads can be taken further down the marketing funnel.


Personalized marketing is the way to go, as generic mass marketing campaigns don't work as well anymore. With all the personal insights available today, you can set up chatbots to trigger a personalized message. Getting visitors to engage with you solves half of marketing's challenge, and chatbots share almost half of that load. Also, combining them with personalized recommendations can help visitors learn more about your general offerings and make purchases.

Answer queries without agents

Answering product questions comes during the support phase, which we will discuss later in the 'Chatbot use cases for customer support' section. Your prospects will have a ton of questions when they look around and peruse your content. Even though most answers are probably available on your site, they might not want to spend time searching for them. Chatbots can pull answers to queries from your knowledge base and share them with your prospects in a wink.

Chatbots for increasing engagement

Chatbots are a powerful way to keep your visitors lingering on your website for a few more minutes. The more they surf, the more they'll learn about your brand and products, increasing their chance of purchasing. How can you make them stay? By offering catchy, entertaining, and useful content to engage them. For example, during FIFA World Cup, you can see websites triggering messages such as 'Who do you think is gonna win this World Cup' with a multiple choice question. They'll set the country choices based on the visitors' nation so that everyone can relate to the question. If they select any option, it'll lead to another question that'll make them stay on the site longer and interact with their chatbot. In the end, the flow will have catchy content about their business and how they can provide a better solution for the visitors.

2. Chatbot use cases for sales

Marketing passes off the generated leads to your sales department. Your sales team's task is to follow up on the leads and nurture them until they make the purchase. Here also, chatbots can be used in multiple ways.

Learn prospect's requirements

Just like how important it is to have interactive and dynamic forms in the form of chatbots for your marketing, your sales department can use chatbots for receiving demo requests. Chatbots can converse with the prospects and get to know their exact requirement so that your sales personnel can go to the meeting with more info to convert the prospect into a customer.

Lead qualification

After capturing leads, besides learning prospects' requirements, the sales team can employ chatbots to qualify the leads. For example, for all those who're asking for a demo request, you can set up the chatbot to run a small survey asking for more info about their organization and requirements. You can set a threshold and qualify your leads based on their inputs. Instead of following up with everyone, your sales team can prioritize those with high conversion possibilities.

Schedule appointments and book demos

Once the prospects move up your sales funnel, chatbots can be enabled to schedule appointments based on your sales team's and the prospects' availability. Instead of running back and forth to fix a convenient date and time, your chatbot can be integrated with your team's calendar for scheduling appointments and demos.

3. Chatbot use cases for customer service

Your prospects have moved across your marketing and sales funnel, and congratulations, you've made the sale. Do the use cases of chatbots in the customer journey end here? No, they play an even more crucial role when leads become customers.

Onboarding customers and product announcements

Until your customer comes to the onboarding phase, they'd only know what you told them. This is where they get into your product. Providing a seamless, uniform, and great customer experience will positively impact their minds. Chatbots can be configured to create a pleasant experience for your customers. You can navigate them inside your product as they get to know you and make them aware of all that you offer. Also, you can use chatbots to announce your product updates inside the product for more visibility.

Create support tickets

As customers reach out to your support, they'd expect an instant reply, which is possible with a chatbot. If your support agents are unavailable, chatbots can ask about customer issues and create a ticket for your agents to attend to later. This way, your customers won't feel they're alone. Also, the same can be configured to take care of your outside-business-hours-queries.

Answer support queries

Just like prospects, your customers also don't want to spend time going through your support documents to get clarity on what they should do when they come across any challenge with your product. If you analyze your support tickets, most of them will be about answered questions that are already in your resources. Your knowledge base can be linked to your chatbot to save the time of your support specialists and to save money for your organization. When your customers ask anything, chatbots can pull in the relevant FAQ/article to clarify their queries.

Collect customer feedback and suggestions

Chatbots can be configured to collect customer feedback about your product and support interactions. You can also collect their suggestions if they have any. Instead of manually asking your customers when they reach out to your support or sending them a passive form, you can set up your chatbot to interact, engage, and get customer feedback and suggestions.

Increase CSAT and reduce churn

In all, chatbots onboard your customers, reduce the total response rate to under a minute, scale across your organization, save you time and money, serve your customer outside your business hours, and act as a front-line communication to take care of the repeated mundane questions. Overall, they create a good, satisfying customer experience, which in turn reduces your churn and helps you retain customers.

4. Chatbots use cases for social media

Earlier, if a customer wanted to reach a business, the business decided how it wanted to be contacted. Mostly it would be a mailing address or phone number. But as the number of social platforms to serve customers have increased—plus the number of competitors—the idea of customer experience has become incredibly important, and businesses must be flexible on how they want to be reached.

So, as customers nowadays use multiple social platforms, you can set up your chatbots on every platform and make it easy for customers to contact you without jumping applications.

How does that work? Instagram has been the rage for a couple of years and has grown so much from a business perspective. If your target audience is Instagram users, you probably already have your business page on Instagram. When prospects/customers are using Instagram, is it a good experience to close Instagram and come to your website to talk to your support/sales team? It isn't. If you've enabled a chatbot on your Instagram page, prospects/customers can come to your page, and the chatbot can help them deal with their queries and/or register a support ticket. Now that's good customer experience.

5. Chatbot use cases for internal support

Chatbot use cases aren't just for your customers—businesses can employ them for their internal support as well. Chatbots can be configured to show internal announcements to employees, and an organization's documents can be made available internally via chatbots so your employees can easily get the documents they want. Also, you can enable a chatbot to collect feedback from your employees.

Chatbot use cases for different industry sizes

6. Chatbot use cases for startups and SMBs

Since startups and SMBs can't afford to put more human resources into taking care of the mundane, repetitive tasks in their customer-facing teams or within their organization, chatbots play a critical role in supporting them.

Getting all the leads

For startups and SMBs, each lead counts. Having a chatbot on the site can help them collect all the leads without missing out. Chatbots can answer visitor queries about the offering and clarify details. Leads can be collected here, and they can then be pushed to the sales team. Also, chatbots can assist visitors even after operating hours while continuing to collect leads.

Startups and SMBs can't risk losing their support teams' reputations, which would impede their growth. If prospects hear negative reviews about customer support during the growing phase, it could be impossible to make an impact even if the product/service offering is top-notch. To avoid such scenarios, chatbots can be a great assistant to the minimal support team.

Assisting support specialists

Chatbots will be the front-line communication between customers and support agents. They can enquire about customer requirements regarding why they're approaching support. Chatbots can pull up essential resources that match customer queries for self-service from the available knowledge base. If the customer is still unsatisfied, the chatbot can connect them to an available operator for a quick resolution.

Let customers feel heard

Customers understand that startups and SMBs are short on resources. They'll be willing to give it a shot if they're at least listened to and engaged. Chatbots can do that just right and let the customers feel heard.

7. Chatbot use cases for enterprises

Routing calls for quick resolution

Big organizations tend to create silos over their growth, making getting answers from them difficult. Chatbots can significantly assist here as the queries can be routed to the particular department for quicker resolutions instead of making the customer/prospect wait and repeat their questions to multiple people before taking them to the right person.

Assisting the support team in handling a huge influx of support tickets

Enterprises don't have limitations on their monetary or human resources, but that doesn't make them infallible. In fact, by nature, enterprises mean a massive volume of support tickets. Even though they can afford to put in a huge team, chatbots can reduce their effort, save time, and offer a quicker resolution.

Chatbot use cases for multiple industries

Now that we've covered how chatbots can be used in an organization, we'll get into how they're a domain-agnostic product with use cases for every customer-facing industry.

8. Ecommerce chatbot use cases

Announcing offers of the day

For new visitors, you can use chatbots to announce offers of the day in the chatbot interface itself. Instead of making people jump pages, showing the announcement in the chatbot UI makes for a good customer experience. Also, you can go one step further by personalizing the offers based on the page they're visiting on your website. If they're a regular customer, you can show personalized suggestions and offers exclusively for them based on their purchasing history with you.

Navigate them around your website

Since ecommerce businesses offer a lot of products, it can be difficult for your customers to navigate your site and get to the page they want to visit. You can make it easy for them by making your chatbot navigate them around your site.

Answering queries and nudging visitors

When visitors are loitering around your website, based on the actions they've taken, you can use chatbots to trigger a personalized message to nudge them to make the purchase. Also, if they have any queries regarding your product, your chatbot can pull up resources from your knowledge base to help them understand your offerings.

Reminding about abandoned carts

When your prospects add something to their cart but abandon it before making a purchase, you can configure your chatbot to bring it to their attention when they come to your site the next time.

Returning orders, tracking deliveries, and more

For your customers, you can configure your chatbot to show the delivery tracking information. You can also provide options in the chatbot to let them return orders if they're unsatisfied or even apply for a refund.

EMI calculator

Ecommerce businesses can showcase their offerings in the chatbot UI. They can also have an EMI calculator for the product the customers are checking out.

Building an email list for your newsletters

Unless they think they're in dire need of something, prospects or customers won't visit your site often to check out what's new. To bring them to your site, you can use chatbots to collect their email and send them a newsletter about your latest offerings. This'll help them keep your brand in their minds, and if they find anything interesting in the newsletter, they'll come straight to your site.

Check out how the apparel and fashion brand Apliiq uses Zoho SalesIQ to connect with their customers.

If you'd like to learn more about setting up chatbots for your ecommerce, we have a sample bot flow here in our help guide. You can also download our sample scripts.

9. Chatbot use cases for education

Clarifying doubts and one-on-one tutoring

Educational organizations can use chatbots as personal assistants to teachers to help students clarify their doubts. The age-old challenge in educational organizations is that providing one-to-one care to students is impossible. Chatbots become a savior in these situations and can help alleviate this challenge as they can provide the most care to every student.

Chatbot as an announcement board

Educational institutions can reduce their load of sending out email campaigns to everyone by making chatbots their default announcement tool. Chatbots can be customized to show personalized announcements when people log in based on which standard or department they're in.

Attendance marking, leave tracker, and more

Students can track their attendance and absence history straight from the chatbot. Chatbots can also be configured to collect fees.

Collecting students' feedback

At larger organizations, it's often difficult to collect feedback from every student, but educational institutions can configure chatbots to do the tedious work of collecting massive amounts of feedback.

10. Chatbot use cases for financial services

Assistance at the fingertips 24/7

Since financial service is a time-critical offering, your customers prefer to get information on demand. To keep them informed and satisfied, your chatbot can be linked to your knowledge base to get them the FAQs or other resources and solve their queries. Chatbots work even after your business hours. Also, if they want to reach out to your advisors, you can route them from the chatbot's interface for a live call.

Booking appointments

You can use chatbots to help your customers and prospects book appointments with your advisors for a more in-depth analysis. Instead of going back and forth to fix a date and time, you can integrate your chatbot with your advisor's calendar and simplify the booking process.

Display basic customer info

Your customers can also look up their account balance, statement, last transaction details, and more from the chatbot itself. To ensure the safety of their account, you can enable OTP verification before they request these services.

Sending money and checking interest rates

Financial services can extend their chatbot potential by enabling sending money from customers' accounts to others. The same OTP verification protocol can be followed to protect the accounts. Also, chatbots can be used to calculate customer interest rates.

Check out how Zoho SalesIQ has helped FundsIndia, a financial service firm, to redefine customer engagement.

11. Healthcare chatbot use cases

Booking doctor appointments or procedure appointments

With chatbots, patients can book doctor appointments based on the doctor's availability. They can also be used to book any procedure appointments.

Medical history

After completing OTP verification for security compliances, chatbots can be configured to show a patient's medical history, recent interaction with doctors, and prescriptions.

Taking queries 24/7

Healthcare operates around the clock. With the help of chatbots, providers can reduce the workload of their operators by having a chatbot answer repeated questions, and they can route the call to a particular department based on the patient's symptoms.

Insurance coverage and making a claim

Insurance paperwork is one of healthcare's most demanding manual tasks. Chatbots can be used to understand the coverage information—from there, they can be configured to apply for a claim.

12. Chatbot use cases for insurance

Even though an essential part of everyone's life nowadays, in addition to being a trillion-dollar industry, insurance is still a complex system for prospects and customers to navigate. Having a chatbot with suitable options can make your offerings and processes simple to comprehend and follow. Not just for health insurance, adding a chatbot is beneficial to automobiles, property, business, cyber liability, travel, pet insurance, and the like.

Answering queries and generating leads

As prospects come with questions, chatbots can pull out the relevant information from your knowledge base and clarify their doubts. As they do it, chatbots can be configured to ask for information about them, such as their name and contact, to register them as leads. Your sales representatives can follow up with them later to know their needs and convert them.

Policy recommendations

One of the major headaches for a prospect is to select an insurance policy that suits their needs, as there're scores of them available. Instead of helping them, the sheer number of options confuses the prospects and drives them away. Prospects should also clearly understand what they need from the policy.

A chatbot can help achieve both challenges. It can be configured to ask questions to determine the prospect's need; based on their input, the bot can suggest the appropriate policy. It educates the prospects about the policy and helps them decide faster, ultimately resulting in faster conversions.

Underwriting and sharing quotations instantly

As discussed above, once the chatbot understands the needs of the prospect and recommends a policy, the bot can be configured to share quotations for the policy instantly, all the while without the involvement of any human support agent.

Before a quotation is shared, the chatbot can also be configured to do underwriting as it evaluates and assess the risk associated with the prospect and share a custom quotation.

View policy information and download documents

Chatbots can be helpful not just for prospects but also for customers. Once the policy is approved, customers can use the chatbots to view the policy information and download the documents whenever they need to. They don't have to keep the physical copies or store the documents. They can access chatbots at any time and get the documents they need.

Processing claims and claim status

Chatbots can remove the long and tiring process of submitting a claim and following it up till approval. Customers can initiate a claim from the chatbot interface, submit the documents needed to proceed, and start processing the claim. They can get to know the claim status as well from chatbots.


When the policyholders' renewal is nearing, chatbots can be configured to trigger a proactive message when they visit the website the next time with a message saying, your policy is due. It'll be a reminder for them and a platform to proceed with renewal. With integration into your payment portal, chatbots can also be configured to do renewals.

13. Chatbot use cases for manufacturing

Routing and resolving queries

As multiple departments are involved in manufacturing organizations, such as partners, suppliers, contractors, and customers, it can be difficult to get queries answered. With chatbots, routing to a particular department for quick clarification is made easy. By integrating a chatbot with your knowledge base, queries can be answered without any human intervention.

Generating leads and building email lists

For manufacturing industries, chatbots play a significant role in collecting leads and helping them build email lists for further follow-up. While collecting leads, chatbots can also check the prospect's requirements and build their customer profile before passing it to the sales team.

Appointment scheduling

As purchases in manufacturing industries often involve huge sums, clients/customers might not make decisions based on what they see online. They might prefer to visit the organization and check it out in person. Chatbots can schedule factory visits or appointments with any point person inside the organization.

Check out how the Indian automobile giant, Mahindra and Mahindra is using SalesIQ to unlock its engagement potential.

14. Chatbot use cases for real estate

Answering queries and lead generations

As purchasing real estate isn't going to be a spontaneous decision from the customer's end, real estate businesses don't have to close the customer as soon as possible. But having a chatbot can help them generate leads, which they can pass to the sales team for more follow-ups. As chatbots can work 24*7, businesses don't have to worry if they'll ever lose a potential. It can also help visitors answer their queries.

Virtual tour

Via a chatbot, a prospect's interest can be narrowed, and real estate businesses can even show listings on the chatbot's UI. Then, if the potential wants, they can book an appointment to visit the property in person via the chatbot.

Mortgage calculation and market trends

Chatbots can help customers calculate mortgages for the property they're interested in. Also, they can be used to show market trends, interest rate info, and other related announcements.

15. Chatbot use cases for restaurants

Virtual tasting and table reservation

With chatbots, restaurants can showcase their menu, the ingredients they've used, and the calories a meal contains, as well as give a virtual tasting to visitors. Chatbots can be used to help visitors and regulars make a reservation for their convenient time, location, and even a particular table.

Online delivery

Restaurants can enable their chatbot to collect delivery orders, show delivery status, and even give tracking information straight from its interface.

Routing to a particular branch

If your restaurant has multiple branches, chatbots can route the chat to a specific branch and quickly clarify their queries.

Paying bills, tipping waiters, and collecting feedback

Your customers don't even have to take out their wallets with chatbot. Instead of waiting for the bill to come, bills and tips can be paid straight from the chatbot, which can elevate their customer experience and satisfaction. Once the dining is over, a customer feedback form can be generated from the chatbot, making feedback collection simple and easy for restaurants.

Check out how Zoho SalesIQ has helped Chef Bharath's start-up to scale up.

16. Chatbot use cases for the travel industry

Even with a lot of information out there, people still need help getting travel-related queries answered and keeping themselves updated with changing global practices. In such an industry, chatbots can be extensively used to provide a plethora of services.

Trip planning and itinerary creation

You can enable chatbots to help your customers inquire about their needs, plan trips, and create itineraries.

Booking, rescheduling, and cancellation

Booking takes up a lot of time when people plan their travel. Sometimes it can be complex and confusing to track, book, reschedule, and cancel. All of this can be done by enabling chatbots to assist customers within the chat interface.

Personalized recommendations

For frequent customers, you can configure chatbots to show personalized recommendations based on their history with you, which helps cross-sell your other offerings as well.

Zoho SalesIQ, the best AI chatbot solution

If you're looking for the best AI chatbot solution to help your business, Zoho SalesIQ is the one. With a handful of powerful bots available to users, SalesIQ is the perfect tool for businesses of all sizes and domains to handle their operations.

Zoho SalesIQ offers a plethora of chatbot options which we collectively address as, Zobots:

  • 1) We have a simple codeless bot builder, so users don't have to be coding wizards to build powerful bots for their sites anymore. After coming up with a flow via simple dragging and dropping, a bot can be made to take care of business needs.
  • 2) If you prefer building customized bots from scratch, SalesIQ also provides a coded bot builder interface to achieve that.
  • 3) We also have Answer Bot, our NLP-driven AI chatbot, to answer mundane and repeated queries by pulling solutions from your knowledge base and taking care of the basic needs.
  • 4) If businesses want to get the best of AI and codeless bots (with predefined workflow), that can also be achieved with Autopilot.

If you'd like to learn how, book a demo now and check out what Zoho SalesIQ can do for your organization.

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Related resources

Here are some blogs to help you understand chatbots and what they can do for your business.