DealMaker
Meet BenBot – Raising the Bar for Online Capital Raising
Financial Services
Highlights
DealMaker, a leading tech platform for online capital raises, partnered with CWX to develop BenBot, an AI-powered conversational hub designed to enhance customer interactions, improve efficiency, and streamline communication across their platform.
The Challenge
DealMaker needed to improve customer experience by integrating advanced AI with their platform, streamlining communication, and enhancing scalability, accuracy, and consistency across various channels including HubSpot CRM, Slack, and email.
The Solution
CWX built BenBot, a conversational hub integrated with multiple communication channels. BenBot was trained using a Generative Playbook, implemented NLU for domain-specific understanding, and leveraged Vertex AI for dynamic multi-channel responses.
The Implementation Process
BenBot streamlined customer interactions, improving efficiency and communication consistency. Integration with multiple channels and real-time monitoring boosted scalability and ensured a seamless, AI-driven experience for DealMaker’s platform users.