- Step1: Sign up and create an account on the Orba platform.
- Step2: Integrate Orba with your existing CRM system.
- Step3: Configure the AI chatbot with your website.
- Step4: Set up personalized email templates and automate outbound email campaigns.
- Step5: Monitor web visitor interactions and analyze conversation data.
- Step6: Adjust chatbot behaviors and email templates based on insights gained.
- Step7: Continuously optimize and refine your approach to maximize conversions.