Chatbots & customer service

Knowledge with citations, intents & workflows, channel integration and human handoff with Azure AI.

AI for Business Cluster · Back to pillar · Language · Speech

Main features

RAG with enterprise sources

Index docs/KB and answer with citations. Continuous updates and source control.

Intent routing & workflows

Intent detection, slot‑filling, orchestration and automations (tickets, orders, returns).

Omnichannel

Web, mobile, WhatsApp, Teams, voice/IVR with Speech‑to‑Text and Text‑to‑Speech.

Human handoff

Escalation with transcript, confidence and context; CRM/ITSM integration.

Analytics & quality

Intent coverage, resolution rate, satisfaction, cost per contact and feedback loops.

Guardrails & governance

RAI policies, sensitive‑category blocks, PII redaction, confidence thresholds and fallbacks.

Reference architecture

Components

  • Index + embeddings (RAG) and KB
  • Intent orchestration and workflows
  • Channel and CRM integrations
  • Quality & cost monitoring

Flow

User → Channel → Orchestrator → (RAG/Intent) → Action/Answer → Handoff → Feedback

Automate retraining on feedback and new knowledge.

Quick comparison

TypeWhen to useOutput
FAQ botStable recurring questionsText answer
Transactional botGuided flows & automationsRequest status/ID
RAG botWide/variable knowledgeAnswer with citations
Agent assistAssisting human agentsReal‑time suggestions

Best practices

Quality

Define evaluation rubrics, use user feedback and A/B testing.

Reliability

Length limits, content filters, timeouts, retry/backoff and observability.

Experience

Concise answers, quick‑reply buttons, suggestions and consented memories.

FAQ

Which KPIs to start tracking?

Deflection, CSAT, first contact resolution, escalation rate/time, cost per contact, answer quality.

How to handle privacy?

PII redaction, data classification, minimal retention, audit and end‑to‑end encryption.

How to handle traffic spikes?

Autoscaling, caching, async queues and rate limiting on channels.