Cashback: chatbot template for automated cashback requests
Description
With this practical template, your customers can submit their cashback application in no time at all - directly in the chat and without complicated forms. After uploading the receipt and entering just a few details, the application lands directly in your system.
Highlights
Highlights
- Enter cashback claims quickly and easily directly in the chat
- Receipt upload and automatic data assignment
- Immediate transfer of data to your CRM or campaign tool
What the template does
The template runs an automated cashback flow in chat: customers upload a receipt, the data is validated and a cashback amount is paid out or queued for payout. Receipt OCR, validation rules and payout method are configurable.
Suitable for FMCG promotions, after-sale rebates and seasonal campaigns.
How to start
- Add the template to your workspace.
- Configure receipt validation and payout method.
- Connect the chat via QR code, newsletter or landing page.