Chatbot: definition, types, and best practices

James Rebours
Glossary
- 8 min reading
Published on
January 7, 2026

They are everywhere: on websites, in apps, on WhatsApp. Chatbots have become a mainstay of modern customer service. But not all chatbots are created equal.

In this guide, discover what a chatbot is, the different types that exist, and how to get the most out of them for your customer service.

Chatbot: definition

A chatbot (a combination of "chat" and "robot") is a computer program capable of conversing with humans, usually in writing, by simulating a natural conversation.

The chatbot can:

  • Answer questions
  • Guide the user through a process
  • Gather information
  • Perform actions (make appointments, track orders, etc.)

In customer service, chatbots have become the first point of contact, filtering and handling simple requests, freeing up agents to deal with complex cases.

Types of chatbots

Rule-based (scripted) chatbots

These are the simplest chatbots. They follow predefined scenarios: if the user says X, respond with Y.

Operation:

  • Decision trees with buttons or guided choices
  • Keyword detection to guide the response
  • Linear or branching scenarios

Advantages :

  • Easy to set up
  • Full control over responses
  • No risk of "slipping up"

Limits:

  • Rigid, does not handle the unexpected
  • Frustrating experience if the scenario does not match the need
  • Heavy maintenance in many cases

NLP (natural language processing) chatbots

These chatbots use natural language processing to understand what the user is saying, even when phrased in an unusual way.

Operation:

  • Analysis of the intention behind the message
  • Extraction of key entities (date, order number, etc.)
  • Response tailored to the detected intent

Advantages :

  • More natural, users can express themselves freely
  • Manages formulation variations
  • Improves with data

Limits:

  • Requires training
  • May misinterpret certain requests
  • Responses still limited to the defined scope

Generative AI chatbots (LLM)

The new generation. These chatbots use Large Language Models (LLMs) to generate natural and contextual responses.

Operation:

  • Deep understanding of context and intent
  • Generation of unique and personalized responses
  • Ability to maintain a coherent conversation

Advantages :

  • Very natural conversational experience
  • Can handle unexpected situations
  • Adapts to tone and context

Limits:

  • Risk of hallucination (incorrect answers)
  • Requires framing to prevent drift
  • Higher cost

Chatbots and customer service: use cases

1. Answers to frequently asked questions

The main use case. The chatbot answers recurring questions: schedules, prices, return procedures, order tracking, etc.

2. Qualification of applications

The chatbot collects essential information before transferring to an agent: name, customer number, nature of the problem, etc.

3. Guided self-service

The chatbot guides the user step by step: changing passwords, changing addresses, canceling orders, etc.

4. 24/7 availability

Even when agents are asleep, the chatbot responds. Simple requests are processed, while others are saved for the next day.

5. Proactive support

The chatbot proactively engages: "You seem hesitant, can I help you?" based on browsing behavior.

Klark enables you to deploy an AI chatbot that truly understands customer requests and provides accurate answers based on your knowledge base.

The benefits of a chatbot

For customers

  • Instant response, no waiting
  • Permanent availability
  • Quick resolution of simple problems

For the company

  • Reduced support costs
  • Unlimited scalability
  • Customer needs data

For agents

  • Fewer repetitive questions
  • Focus on value-added cases
  • Pre-qualified tickets with context

The KPIs of a chatbot

Resolution rate

Percentage of conversations where the customer found their answer without human escalation. Target: 40-70% depending on complexity.

Satisfaction rate

Post-conversation feedback. Target: 80%+ satisfaction.

Transfer rate

Percentage of conversations escalated to a human. A rate that is too high indicates a poorly configured chatbot.

Bounce rate

Percentage of users who abandon the conversation. Sign of frustration.

Talk time

Average duration. Too short may indicate dropouts, too long may indicate a difficulty to resolve.

How to create a successful chatbot

1. Define the scope

What questions should the chatbot handle? Be realistic: a chatbot that does everything often does everything poorly.

2. Plan for escalation

The chatbot must know when to hand over. A "Talk to an agent" button must always be accessible.

3. Customize

Give it a personality that is consistent with your brand. Formal or casual tone? Informal or formal address?

4. Anchor to your data

The chatbot must draw its answers from your knowledge base, not invent them.

5. Test with real users

What seems obvious to you may not be obvious to your customers. Test, observe, adjust.

6. Iterate continuously

Analyze conversations, identify failures, enrich scenarios.

Mistakes to avoid

Mistake #1: Pretending it's human

Be transparent. "I am a virtual assistant" builds trust. Pretending to be human creates mistrust.

Mistake #2: Forcing the chatbot

Hiding the way to reach a human frustrates customers. The chatbot should be an option, not a barrier.

Mistake #3: Too many questions

A chatbot that asks 10 questions before answering will lose the user. Get to the point.

Mistake #4: Generic responses

"I don't understand, can you rephrase that?" repeated over and over kills the experience. Offer concrete alternatives.

Mistake #5: No context retained

If the customer has to repeat everything to the agent after the chatbot, there is no point. Provide context.

Chatbot vs. Agent: Who does what?

Type of requestChatbotAgent
Frequently Asked Questions
Order tracking
Complex claim
Dissatisfied VIP customer
Simple technical request
Emotional problem

The chatbot handles volume, the agent handles value.

Frequently Asked Questions

Can a chatbot replace agents?

No. It handles simple, repetitive requests, but humans remain indispensable when it comes to complexity, emotion, and exceptions.

How much does a chatbot cost?

From free (basic solutions) to several thousand dollars/month (advanced AI with integrations). ROI is measured in tickets avoided.

How long does it take to deploy a chatbot?

From a few days (simple chatbot) to a few months (custom AI chatbot with complex integrations).

Does the chatbot work in multiple languages?

Modern AI chatbots are generally multilingual. Rule-based chatbots require configuration for each language.

Conclusion

Chatbots have become an essential tool for modern customer service. When well designed, they improve the customer experience while reducing the workload for teams.

The keys to a successful chatbot:

  • Define a clear and realistic scope
  • Always plan for the escalation to the human level
  • Base your answers on your verified data.
  • Test with real users
  • Measure and iterate continuously

Ready to deploy an intelligent chatbot? Discover how Klark can assist you.

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