How to Create a Customer Service Chatbot | Step-by-Step Guide

Did you see that ChatGPT gets you going with anything you ask? It does not just tell you what you ask, but it also performs tasks like refund processing, order updating, payment processing, and whatnot. Yes, it does so via API integration with business tools, offering customers an all-in-one experience within a chat window. 

Isn’t it tempting to build more personalized customer service chatbots for your business? You don’t need an Anything app; you need a customized and automated enterprise chatbot solutions that understands your business workflows and fits your business persona. 

You know the powerful duo (customization + advanced automation): when embedded in a chatbot, you can streamline operations in more efficient ways and augment the customer experience that drives steady growth for your business. 

Want to know how to create customer service chatbots for your business without much fuss and confusion? No-code pivoting makes sense.

If you would love less fretting over the outcomes, and get great results, build with pagergpt. It is as simple as 1-2-3, and doesn’t feel like getting lost in mind-mapping nodes as you do with fair-code or extensible platforms. 

This step-by-step guide is your North Star for building customer service chatbots. Using pagergpt, let’s show you how easily you can train, test, and deploy your AI chatbot for support. 

You see chatbots for various businesses. They are immediately available on WhatsApp and their websites. They are mostly menu-based and keyword-based. 

Pain of menu-based chatbots 

You can only get going when the menus meet your queries — and leave the chat when it doesn’t. The pain is that you don’t get what you need from a business. 

So for a business, failing to solve a problem means customer churn. 

Pain of keyword-based chatbots 

The same goes for the keyword-based chatbots. Based on the keyword, the bot matches the input query to predefined keywords and surfaces answers. With logic like ‘if-then’ clauses, it cannot go beyond the familiar template. 

Let’s say a customer asks, Where is my product? If the bot is trained only on predefined keywords such as ‘order status’ or ‘track order’, the customer is unlikely to get an answer. 

Bot: How can I help you today?

Customer: Where is my order?

Bot: Can you please rephrase your query? 

The wait is too long here, and customer frustration is real. 

AI chatbots with underlying LLMs or GenAI, and now with agentic abilities, help you automate multi-step conversions, take actions, and solve problems. Let’s find out how these chatbots handle customer inquiries automatically. 

There are various ways AI customer service chatbots help you augment automation and automate customer interactions. Let’s check what you can automate on the customer support side. 

1. Refunds and returns: Chatbots quickly verify return eligibility and generate return labels anytime, even late at night.

2. Payment issues: AI customer support chatbots instantly identify duplicate charges, process refunds, and handle payment retries.

3. Order tracking and updates: AI Chatbots provide real-time package tracking, explanations of delivery delays, and shipping updates. 

4. Order modifications: They streamline order changes or cancellations before shipping, gathering all details upfront. 

5. Product availability and restocking: LLM-powered chatbots check stock in real-time, suggest alternatives, and notify customers when items restock.

6. Appointment scheduling and rescheduling: Chatbots book appointments, reschedule, and send reminders 24/7, reducing no-shows.

7. Shipping and delivery options: AI Chatbots explain shipping options, costs, and delivery times to help customers make faster decisions.

8. Account management: They handle password resets, subscription changes, and account updates securely without support tickets.

9. This is how chatbots quickly handle routine, high-volume tasks, freeing human agents to focus on complex customer needs.

Now, let’s go through a step-by-step guide to creating customer service chatbots for your business using pagergpt. 

With pagergpt, you achieve seamless tooling capabilities, so your AI chatbot can engage in real-time interactions, check CRM, ERP, and payment tools updates, run workflows, and perform AI actions. The outcome is outstanding. You can reduce costs, enhance customer experiences, and empower your support teams.

Building your AI chatbots for your customer service is straightforward with pagergpt. 

With that said, let’s assume that you want to build a chatbot to manage your bookstore operations. So, create a customer service chatbot to automate customer interactions for your bookstore. 

There are three core steps to building an AI chatbot for support. 

1. Train your bot 

2. Test your bot 

3. Deploy your bot 

Let’s start. 

Step 1: Create your pagergpt account 

‘Test and trial’ is always practical for determining whether your transition to SaaS support automation makes a difference to your customer support. pagergpt has Magic Plan on offer, worth $0. Go ahead and book a demo. This gives you first-hand experience in the B2B customer support automation journey. 

After you sign up with all the details, you can find the ‘Get Started’ screen. From here, you can move ahead one by one. 

Step 2: Click Create a new AI chatbot’ 

Are you perplexed at seeing AI agents in this screen? Relax! AI agents complement AI chatbots here in the context of advanced AI chatbots for customer support. 

So, go easy. 

Click the ‘Create new AI agent’ button to get started with your bookstore bot. 

Step 3: Choose ready-to-use templates 

If you want to go fast and savor the taste of self-learning chatbot solving problems at scale, pick from the list of industry-ready predefined templates. 

If you go extra miles to get customized solutions, go with the ‘create from scratch’ option. 

As you wish to create bookstore bot, an ecommerce customer service chatbot aka e-commerce assistant preferably fit the needs. 

Choose the template and hit the ‘Create’ button. 

Step 4: Train your customer support bot 

See a screen that lets you upload knowledge resources and customize your bot. 

• Knowledge Studio: From the right handside panel, choose Knowlege Source under the Knowlege Studio tab. 

• Create knowledge source: Click the button to find our a window that lets you fill in information for the ‘Knowledge Source Name’, and give it a description, so, your team can understand what this file contains. Lastly, press ‘Create’ button. 

As you hit the ‘Create the knowledge source’ button, you can find three options to upload your knowledge resources. 

• Train with URLs.

• Upload from external documents, such as PDFs, docs, TXT, images, audio, videos files, etc. 

• Let’s choose upload files. Once it is done, you can see option to train your bot with uploaded resources. 

• You can add any number of files for chatbot training. 

• Once knowledge resources are added, hit ‘Start Traninig’ button. 

• Your bot is trained. 

It’s time to customize your bot. 

1. Name the bot. Let’s name it ‘BookBuddy’.

2. Suggest what your bot can do for your customers. Give a clear purpose. 

3. Personalize your bot. Avoid sounding too robotic. Instead of sounding Hi there, how can I help you? Please address the user by their names, and greet properly. 

4. You can also add instructions. It should carefully list instructions for steps as to how the bot should behave for simple query, complex query, during live agent handover, etc. 

• Connect your knowledge source. As you already built your knowledge resources using Knowledge Studio, it is easy to get going. 

• Just click ‘Connect’ and your bot is trained with the provided resources. 

• Add AI actions for business tools. You can automate various workflows such as refunds, returns, product updates, etc. 

Step 5: Test your customer support bot 

Click ‘publish’ button before you test your bot.  

Find the chat window to test how your bot performs — if it can handle queries, nuances, and help solve problems. Ask questions and get answers. If it looks right, you can go ahead. Or if it has issues, correct your training materials and retrain again. 

Step 5: Deploy your customer support bot 

Now deploy your bot by clicking on the ‘Deploy’ button. 

• Choose any of the channels you want to deploy your bot. 

• Provide necessary details for each specific channel and customize your bot.

There you are. You can now let your customers come to your online store anytime and help them find resolutions for their problems. 

Step 6: Improve over time 

Keep a track on chat history and learn how your customer support bot works. 

• Check queries asked, sentiment, queries resolved, queries unresolved, agent escalated, etc. 

• Pick out duration range for a week, month, to track performance and improve over time. 

You just saw that it is not hard to create customer service chatbots for your business. There is no need of coding skills, high dev costs, hardware and cloud maintenance. With pagergpt, it is simple and you can build within a few days. 

By using a simple chatbot builder tool, you can customize, match brand tone, and deploy that solve customer problems with accuracy and precision. 

Want to build your bot today? Schedule a demo with pagergpt.