Multi-channel Solution for Pre – During – Post Sales
Increase brand awareness on social media. Capture leads faster, consult & close deals smartly, provide 24/7 support on Web, Zalo, Messenger/Instagram, WhatsApp, Telegram. Go-live in 5–15 days, integrated with CRM & internal data.
Core Benefits by Role
Marketing
Increase brand awareness & leads from web/social, automated nurturing, UTM/attribution tracking.
Sales
Instant 24/7 response, consulting based on internal data, scheduling & quotes, smooth handoff.
Customer Service
Reduce repetitive questions, ticket routing, renewal/upsell reminders, improve CSAT.
KPI Reference
+30–60% leads
1.5–3× inbound conversion
−40–60% FRT
+10–20% CSAT
(varies by industry, data & channels)
Channels & Integrations
Social Media
Messaging & Web
CRM & Systems
Security: RBAC, audit logs, encryption, NDA/SLA, optional data residency (VN/SG/AU).
Pre-Sales (Marketing)
Capture & Nurture
Common Problems
Slow response, lost leads from comments/inbox, fragmented nurturing.
InCard Solves
- Connect multi-channel Social Media: Facebook, Instagram, LinkedIn, X, TikTok.
- AI-assisted content (text & images) professionally in seconds.
- Auto-post on schedule, comment-to-inbox, web capture.
- Dashboard with detailed metrics (reach, CTR, leads, CPL).
Result: Increase brand awareness; attract more potential customers.
How-to (6 steps)
Sign up for InCard Agentic AI account.
Connect social channels; use AI to create content & schedule posts.
Build Brand Voice & Target Audience.
Create posts & images with AI assistance.
Schedule auto-posts & enable comment-to-inbox/web capture.
View engagement & lead reports.
During Sales (Sales)
Consult & Close
Common Problems
Inconsistent consulting, missing customer time slots, manual scheduling.
InCard Solves
- AI consults based on internal data/FAQ/URL/CRM (multi-channel).
- Qualification by industry criteria; scheduling/booking; quotes/drafts.
- Handoff to human (live agent) with context; objection handling suggestions.
- Log & sync CRM (pipeline/notes/owner) or send lead info via email.
Result: Increase conversion, shorten sales cycle, 24/7 response.
How-to (4 steps)
Train data (FAQ/documents/URL/CRM).
Design consulting flow & MQL/SQL criteria.
Schedule & quote within conversation.
Handoff to sales when needed + sync CRM.
Post-Sales (Customer Service)
Support & Grow
Common Problems
Overwhelmed by repetitive questions, lack of post-purchase care, low renewal rate.
InCard Solves
- FAQ/Knowledge Bot & ticket triage; CSAT/feedback in chat.
- Warranty/renewal reminders, soft debt collection, upsell/cross-sell on schedule.
- ROI reports: cost/lead, CR by channel, FRT/ART, renewal rate.
Result: Improve customer experience, increase retention and lifetime value.
How-to (4 steps)
Import customer list or sync CRM.
Sync KB & CSKH schedule (SLA, 30–60–90 day scripts).
Automate reminders (renewal/review/referral).
Integrate Helpdesk (if any) & product feedback loop.
Deployment & Security
Timeline
5–15 days
(data standardization, channel connection, industry playbook)
Process
- 1Discovery & KPI goals
- 2Connect data/channels & training
- 3Prototype & testing (sandbox)
- 4Go-live + monitoring (handoff & quality)
- 5Periodic optimization (reports & script improvements)
Security & Compliance
- RBAC, audit logs, in-transit/at-rest encryption
- NDA/SLA
- GDPR/PDPA/Decree 13 (VN) support
- Optional data residency