Are You Working Too Hard? How Converse.AI Integrates with Smartsheet to Improve Your Workflow

In January, Smartsheet added Converse.AI to your toolbox, and if you aren’t utilizing its functions you’re missing out on an easy way to save time and boost productivity. Converse.AI is a chatbot, but instead of being a tool that’s more hype than help, its focus is to transform your employees’ jobs through conversational workflow.

Converse.AI uses chat to build services and automate ways of working, creating new ways to get things done while inspiring innovation in your organization. Pair it with Smartsheet’s data processes, and you’ve got an easier, faster and more intuitive way to work. Here’s how Converse.AI enhances Smartsheet’s value to our customers, creating a dynamic duo.

Make Collaboration Work

Converse.AI empowers you and your employees to work more efficiently, building and managing powerful solutions with no technical prowess required. You can create simple applications easily without writing code, via a drag-and-drop interface. Or take advantage of pre existing chatflows that are designed to complete some of your employees’ most common tasks, like collecting information or building and distributing reports.

You can also extend and enhance the reach of your existing management systems like Slack, Salesforce, Google, Vonage, Hubspot, and PayPal. Through Converse.AI’s easy integration, your employees can pull data from existing sheets through chat, or complete surveys and continuously update results in a sheet.

Converse.AI also empowers employees by giving them the ability to leverage information from wherever they might be. Team members in the field can use their mobile phones to interact with the chatbot, confirming details before meetings, plugging in leads, and getting real-time updates on projects. Information that can make a difference is simply a chat away.

Automate Work Processes

Converse.AI also boosts the speed of your organization, accelerating your workflow by completing tasks in less time and with less effort. Employees can use chat to quickly update or extract information from Smartsheet without needing to stop and log in.

Converse.AI is not a bot that collects data and blindly puts it into sheet; it can perform operations and make decisions based on data. While most chatbot solutions simply mimic human interactions, Converse.AI takes it a step further by enabling workflow automation and data exchange between the human and the bot.

Use the chatflow to gather data from customers, manipulate and enrich it, and automatically populate a Smartsheet form or sheet. You can also automate time-consuming tasks that can span multiple systems, such as onboarding, cross-department reporting, and lead qualification.

For example, Converse.AI dramatically speeds up the new-hire process. You can collect employee information and send reminders if data is late or missing. New information can be automatically added to an existing Smartsheet, such as an employee database. Converse.AI can also distribute relevant new-hire content like general FAQs at a predetermined pace, such as on an employee’s first day, after their first week and at the 30- and 60-day mark. The chatflow can gather feedback throughout the process, updating and sending results to HR and other appropriate management teams. Onboarding can be done quickly and automatically, freeing up your HR team to complete other important tasks, such as recruiting and training.

Deploy with confidence

Finally, Converse.AI helps companies grow, through its sizeable enterprise capabilities. Installation is easy, and employees can quickly and efficiently get to scale because chatflow is easy to understand and use. Unlike other systems that require intensive training, Converse.AI puts solutions at employees’ fingertips, similar to the smartphone messaging apps they already know and use.

Converse.AI also lightens the load for your overworked IT department by driving efficiency and reducing the amount of work needed from your technical talent. Your non-technical employees can easily create solutions without requiring IT support, leaving your IT department free to focus on tasks that leverage their level of knowledge and ability to drive your organization forward.

The Future

From empowering employees to inspiring productivity and innovation, Converse.AI is an important tool for the future of your company — and these capabilities are just the beginning. Stay tuned for more applications and announcements from Converse.AI and Smartsheet! Click here to learn more and to see the dynamic duo in action!