Haptik

What is Haptik?

Haptik is a smart, AI-driven Conversational CRM designed to help businesses manage their entire customer journey smoothly. It is a powerful assistant that makes customer interactions more efficient. It comes packed with features like an AI-powered Q&A system for your website, a sales assistant that guides customers, and intelligent tools to track user behavior. Haptik’s ‘Contakt’ suite is particularly useful; it’s a single platform that lets you manage customer conversations across different channels, ensuring you can interact with customers 24/7 and provide dynamic, helpful answers. Plus, it integrates with your existing CRM and Web APIs.

Haptik also really helps boost your marketing. It uses AI tools to create personalized campaigns that grab attention and keep customers engaged. With its ‘Interakt’ solution, businesses can run large-scale campaigns on WhatsApp, which is a fantastic way to get people involved and make sure your marketing efforts pay off.

On the sales side, Haptik’s AI sales assistant can make a big difference. It guides potential customers through the buying process, offering personalized suggestions and making it simpler for them to complete a purchase. This can really help improve your sales conversions.

Who created Haptik?

Haptik was founded by Aakrit Vaish and Swapan Rajdev, launching on December 11, 2023. Aakrit Vaish, who serves as Co-Founder & CEO, is in charge of the company’s overall business direction and strategy. Swapan Rajdev, the Co-Founder & CTO, leads all the technology efforts, including Machine Learning, Integrations, and the platform itself. Haptik is now part of Jio Platforms Limited; Jio acquired it in early 2019. Jio is a massive internet conglomerate with a wide range of businesses, from Telecom and E-commerce to Media & Entertainment and Healthcare, serving a huge customer base of about 500 million. Haptik’s main focus is on Conversational AI, aiming to completely change how businesses and customers interact.

What is Haptik used for?

Haptik is incredibly versatile and used across many industries:

• Retail: A personal care brand uses Haptik to create an AI Assistant that helps customers discover products and get recommendations.
• Fintech: Upstox partnered with Haptik to develop a self-serve Gen AI Assistant that handles support questions, leading to significant automation.
• Insurance: Kotak Life Insurance works with Haptik to make buying insurance easier and more efficient on WhatsApp.
• Healthcare: Jio Health Hub uses Haptik to boost user engagement through a virtual assistant on WhatsApp.
• Travel & Hospitality: Club Mahindra partners with Haptik for a virtual assistant that helps travelers with their bookings.
• Media & Entertainment: Disney Hotstar improves its customer support by using Haptik’s WhatsApp chatbot.
• Education: Ryan International uses Haptik to keep students updated and support their learning journey via WhatsApp.

Beyond specific industries, Haptik is used for:

• Personalized Product Recommendations: Haptik’s AI Assistant offers tailored suggestions for a smoother shopping experience.
• Efficient Customer Service: Haptik helps companies like Upstox automate tasks and reduce the workload on support agents.
• Cross-channel Customer Conversations: Haptik’s ‘Contakt’ suite provides the tools needed for efficient communication and customer service across various channels.
• Automated assistance in finding products.
• Generating personalized purchase recommendations.
• Enabling real-time collaboration.
• Tracking key performance indicators.
• Handling millions of interactions with ease.
• Achieving high customer satisfaction ratings.
• Supporting large-scale operations.
• Streamlining support processes.
• Boosting marketing campaign effectiveness.
• Firing up sales and conversions.

Who is Haptik for?

Haptik is a valuable tool for professionals in many sectors:

• Retail Professionals
• Fintech Professionals
• Insurance Professionals
• Healthcare Professionals
• Travel & Hospitality Professionals
• Media & Entertainment Professionals
• Education Professionals

How to use Haptik?

Here’s a straightforward guide to using Haptik effectively:

1. Understand Haptik’s Core: Start by recognizing that Haptik is an AI-powered Conversational CRM. Its main job is to help manage your customer lifecycle using Generative AI tools.
2. Explore Key Features: Get familiar with what Haptik offers. This includes its AI-powered web Q&A, a sales assistant, a smart agent chat with an AI co-pilot, and analytics that track user behavior.
3. Boost Your Marketing: Make the most of Haptik’s ‘Interakt’ solution. It’s designed for creating personalized and engaging campaigns, especially on WhatsApp, to really boost user engagement and your marketing ROI.
4. Optimize Your Sales: Use the AI-powered sales assistant to guide potential customers. It offers personalized recommendations and simplifies the entire buying process.
5. Leverage the Contakt Suite: This suite is your go-to for managing customer conversations across different channels. It helps you handle interactions efficiently and effectively.
6. Use Web Q&A and Support: Utilize the AI-powered web Q&A feature for quick answers to common questions. This ensures you can offer 24/7 support availability.
7. Integrate with CRM & Web APIs: Take advantage of the integration feature. It helps retrieve website information seamlessly and allows for dynamic response generation.
8. Prioritize Privacy: Always be mindful of Haptik’s privacy policy and the measures it takes to safeguard user data.
9. Track Performance: Use the intelligent analytics tools to monitor key metrics, as well as bot and agent performance. This data is crucial for making informed decisions.
10. Resolve Queries Efficiently: Haptik excels at handling query resolution. You can rely on its AI co-pilot, contextual inbox, and advanced CRM integration for this.

By following these steps and making good use of Haptik’s features, you’ll find it much easier to streamline your customer support, improve your marketing efforts, and optimize your sales conversions.