Ax Bot Web

How to Analyze Claims Using the XBot

Accessing and Navigating the XBot Interface

• Users log into the XBot page with their credentials to analyze claims. The interface allows searching by various parameters such as client code, date, phone number, and WhatsApp profile description.

• An example of a billing error is discussed, highlighting that details written by clients are recorded along with resolutions provided. Continuous review of pending or under-analysis reasons is recommended.

• The dashboard section visually represents claims data through graphs showing percentages classified by area, status, and daily evolution of claims. A ranking of frequently used client queries is also available.

Claim Statistics and Client Management

• Numerical data on total claims, new daily claims, and percentage breakdowns (e.g., completed vs. pending) are displayed. New clients entering via WhatsApp are also tracked.

• The tools section includes areas for adding or removing categories related to client messages. It features a contacts section where client codes, business names, addresses, and phone numbers can be managed.

Managing Unanswered Messages

• The tools section further allows analysis of unanswered messages from clients. This feature aids in understanding how to allocate areas for better customer service management based on message responses.