ReferralYogi

ReferralYogi is a Conversational Customer Engagement Platform developed by ITBEEZONE BUSINESS SOLUTIONS. According to the vendor, it is designed to help businesses engage with their customers through popular messaging channels such as WhatsApp, Google's Business Messages, and Instagram. This platform is said to be suitable for small to large businesses across various industries, including childcare and early education, education, retail, hospitality, and logistics.

Key Features

AI Chatbot on Messaging Apps: According to the vendor, ReferralYogi offers an AI chatbot feature that automates conversations to qualify leads and register complaints. It utilizes Natural Language Processing (NLP) and interactive templates to facilitate smooth conversational flow. Additionally, it provides the option to transfer chat to a live agent.

Live Agent Chat Panel: ReferralYogi includes a live agent chat panel that allows businesses to handle multiple live chats via various messaging apps. The vendor states that chat groups can be categorized, and roles and privileges can be assigned to agents. The platform also offers rule-based chat assignment for skill, load balance, and stickiness, along with quick replies and spam filters to improve response time.

Campaign Manager: The vendor claims that ReferralYogi's campaign manager feature enables businesses to send promotional marketing campaigns, NPS feedback surveys, notifications, and alerts. It aims to help nurture leads and re-engage with customers. The platform offers consent-driven messaging and opt-outs to respect customer privacy, along with powerful tools for sending manual campaigns to targeted customer lists.

Reports & Insights: ReferralYogi provides reports and insights that allow businesses to track productivity, response time, and NPS. According to the vendor, businesses can measure performance and gain deep insights into customer loyalty. The platform captures volumetrics, channel effectiveness, and offers customer sentiment analysis for each interaction.

Integrations: The vendor states that ReferralYogi seamlessly integrates with CRM, Billing, and ERP systems via REST APIs. This integration allows for auto-triggered messages based on set business rules. The platform also enables businesses to nurture leads from CRM and Marketing Automation systems, as well as perform cross-channel messaging to optimize customer responsiveness.

Online Reputation: According to the vendor, ReferralYogi offers features to manage online reputation. Businesses can send review invitations to customers via email and SMS, schedule or auto-trigger review requests, and manage Google, Facebook, and NPS reviews from a single dashboard. The platform also provides monitoring capabilities, notifications, and the ability to respond to reviews.

Social Proof: ReferralYogi includes social proof features that allow businesses to showcase the best reviews on their websites using social proof widgets. The vendor states that comments can be pulled from multiple sources such as Google, Facebook, and Instagram. The platform can be smoothly integrated into Google Tag Manager, WordPress, and other CMS platforms. Two formats are available: a pop widget for all pages and a slider for the testimonial section.

FB Lead Engagement: According to the vendor, ReferralYogi enables businesses to engage with Facebook leads via WhatsApp automatically. It aims to generate qualified leads through referrals from existing parents and build online reputation within the childcare industry.

Call deflection to WhatsApp: ReferralYogi offers call deflection capabilities that allow businesses to deflect unanswered calls to the WhatsApp channel. According to the vendor, this feature enables businesses to re-engage with customers and invite them to chat.

Google’s Business Messages: The vendor claims that ReferralYogi allows customers to chat with businesses from search results, Google Maps, and their websites through Google's Business Messages platform. It aims to provide a seamless experience across different Google platforms.