For example, callers can get a prescription refill by entering their whatsapp philippines information into the IVR system, which automatically routes the request. Chatbot A rules-based chatbot can provide customers with text-based assistance for simple requests without the need for a live agent, similar to an IVR. For example, a customer can initiate a return for a purchase through a chatbot by providing basic information, such as an order number and mailing or email address.
AI-Powered AVI Intelligent virtual assistants (IVAs) can provide more effective assistance than rule-based IVR menus and chatbots because they can understand complex customer requests and respond to them in a natural, conversational way. That’s because natural language processing and generative AI allow them to interpret customer input and formulate a tailored response. Customer Self-Service Best Practices (with Examples) Now let’s look at eight best practices, as well as examples, of effective customer self-service.

1. Make it accessible Make your self-service tools accessible to customers by: Including resources (e.g. your FAQ page and help center) in your website's main navigation menu and footer; Placing a chatbot button on every page of your website or app; Adopting IVR best practices to ensure your customers can quickly find the right option without having to navigate through a long menu; Using clear calls to action to direct users to self-service resources.
For example, on the Chime website , users can navigate to the Learn tab in the main navigation menu and find self-service options, such as the blog, help center, and FAQs. 2. Make it user-friendly Make sure your self-service tools are user-friendly and make it easy for customers to find the information they need. This includes: A well-organized navigation menu with categories that help customers find the right page.