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6 casos de uso de chatbots para tu negocio

Por Nicole Replogle · Agosto 25, 2025
Imagen principal del logotipo de Zapier Chatbots sobre un fondo morado

Talking to a robot sounds fun in theory—or slightly terrifying if, like me, you've seen one too many sci-fi movies. But in practice, the hurdle is (usually) less about ominously glowing red eyes and more about figuring out how to actually put those conversations to good use.

Chatbots have been around for years, but with the rise of AI, they've gotten smarter, more capable, and way more useful across a variety of roles—especially when you combine them with automation. Whether you're in marketing, HR, customer support, or just tired of copy-pasting the same response for the fifth time today, there's probably a chatbot use case with your name on it.

In this guide, I'll walk through real-world examples of how businesses are using chatbots today, plus ideas for how you can put them to work in your own workflows. 

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  • What is a chatbot?

  • Chatbots vs. agents

  • Types of chatbots

  • 6 chatbot use cases

  • Chatbot ideas by industry

What is a chatbot?

A chatbot is a software application designed to simulate conversation with human users, often powered by rules, machine learning, or AI. You've likely already met a few—think of the support bot that helps you reset your password at midnight or the AI concierge that walks you through booking a demo without making you fill out a form from the '90s.

Chatbots live in places where you already are: your website, Slack, Facebook Messenger, WhatsApp, or even right inside your product. They're built to save time: yours and your users'. Instead of hunting for answers, your audience (or team) gets instant help. 

Of course, not all chatbots are created equal. Some follow simple decision trees (press 1 for billing, press 2 for support), while others are full-blown AI-powered assistants capable of pulling in real-time data, making recommendations, or even cracking a joke. And when you connect them with Zapier, they can even trigger actions inside the rest of your tools.

Chatbots vs. agents

Chatbots and agents often get lumped together, but they actually play very different roles.

Chatbots are your classic rule-followers. After being trained on a data source (like your website contents or knowledge base), they're great at structured tasks like answering FAQs or helping customers navigate your site. 

Agents, on the other hand, are the new kids on the block—and they're much more capable. Beyond just responding to inputs, AI agents can reason, plan, and take action on your behalf. They can handle multi-step workflows, make decisions based on changing inputs, and even collaborate with other agents to get the job done.  

Chatbots

Agentes

Primary function

Respond to messages or inputs

Complete multi-step goals and tasks

Core strength

Conversación

Automation and action

Level of intelligence

Rule-based or AI-powered, but reactive

Reasoning, planning, and autonomous decision-making

Task complexity

Handles simple, repetitive tasks

Handles complex, evolving workflows

Context awareness

Limited to current interaction

Maintains context across tasks and time

Examples

Answering FAQs, routing tickets, collecting basic info

Onboarding new hires, qualifying leads, managing project tasks

Zapier use case

Connect a chatbot to thousands of apps with Zaps to trigger actions

Use AI Agents to autonomously complete work across your tools

User interaction

Always user-initiated

Can be initiated by a user or another trigger, and operates independently

Where Zapier fits in

Zapier makes both chatbots and agents smarter and more useful.

  • You can connect Zapier Chatbots with over 8,000+ apps via Zaps. That means your chatbot can not only talk, but do things—like log lead data in your CRM, trigger a task in Asana, or update a Google Sheet.

  • Zapier's AI Agents platform takes things to the next level. These agents can reason over goals, interact with your apps, and handle complex tasks like onboarding a new employee, triaging a support backlog, or following up with leads across multiple platforms (without you lifting a finger).

In short: chatbots are great for conversations and agents are built for actions. With Zapier, you can have both working side by side—chatbot in the front, agent party in the back (the only mullet I can support).

Zapier es la plataforma de orquestación de IA más conectada: se integra con miles de aplicaciones de socios como Google, Salesforce y Microsoft. Utilice interfaces, tablas de datos y lógica para crear sistemas seguros, automatizados y con tecnología de IA para sus flujos de trabajo críticos para el negocio en toda la pila tecnológica de su organización. Más información.

Types of chatbots

The term "chatbot" is often used as a catch-all, but there are several distinct types, each built with different capabilities in mind. Understanding the difference can help you choose the right one for your use case, whether you're offering basic support or building a fully personalized customer experience.

Menu- or button-based chatbots

These are the most straightforward type of chatbot. They guide users through a series of preset options (usually buttons or quick replies) so the interaction stays tightly structured. These bots are great for simple tasks like answering FAQs or routing requests to the right team.

Rule-based chatbots

Also known as decision-tree bots, these rely on a defined set of rules and keywords. When a user types something, the bot matches it to a pre-written rule and delivers a corresponding response. They're efficient for handling predictable, repetitive questions—but they can struggle when the input doesn't match what they were trained to expect.

AI-powered chatbots

These bots use artificial intelligence and natural language processing (NLP) to understand and respond to a broader range of user inputs. Instead of matching keywords, they interpret intent and context. That makes them more adaptable and capable of handling nuanced or unexpected questions.

Generative AI chatbots

These represent the most advanced class of chatbot. Built on large language models (LLMs), generative AI chatbots don't just retrieve pre-written answers—they generate responses on the fly based on what the user says. They're ideal for delivering personalized, dynamic experiences and can even take on tasks like summarizing information or composing emails.

An infographic listing four types of chatbots.

6 chatbot use cases

Here are a few ways real Zapier users are putting chatbots to work for their business, across support, sales, marketing, HR, and IT.

Chatbots for customer support 

A sample conversation with an AI chatbot for customer service.

Customer expectations have shifted: People want answers quickly, and they don't want to dig through help docs to find them. Chatbots make it possible to meet those expectations without overloading your support team. 

For example, online learning platform Learn It Live's small team was overwhelmed with support requests. Repetitive questions were eating into valuable time, so they embedded an AI-powered chatbot on their website to handle common inquiries. With Zapier Tables powering a dynamic knowledge base, the bot could provide real-time, accurate responses. And when an issue needed a human, the bot triggered a Slack notification or logged a support ticket automatically. As a result, Learn It Live saw a 40% reduction in support tickets, happier users, and fewer distractions for the team.

Zapier Chatbots are often used this way: always-on, first-line support that can tailor responses based on what the user is asking. Whether someone needs help resetting a password, understanding a billing policy, or checking the status of an order, the chatbot can respond with relevant, helpful information—no support ticket required. That not only improves the customer experience but also frees up your team to focus on higher-priority issues.

And with Zapier handling the automation behind the scenes, your chatbot can escalate complex questions, log conversations in your support tools, or even trigger follow-up workflows when needed.

Learn more about how to create an AI chatbot for customer service, or get started with these pre-built templates.

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Plantilla de chat de IA para atención al cliente

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Potencie su atención al cliente con un chatbot de preguntas frecuentes impulsado por OpenAI.

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Zapier Chatbots + ChatGPT (OpenAI) + Slack

Chatbots for marketing

A sample conversation with an AI chatbot for content repurposing.

Marketing teams juggle a lot—lead generation, content distribution, campaign planning, and more. Chatbots help lighten that load. For example, if you're struggling to keep up with social media content, an AI-powered chatbot can help you brainstorm post ideas, write captions, and generate variations tailored to different platforms. That means fewer creative bottlenecks and more consistent output.

Icono de chat
Plantilla de chatbot de IA para redes sociales

Genere publicaciones y agilice su estrategia de redes sociales con este chatbot, impulsado por OpenAI.

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Or, if you have a library of high-performing blog posts, newsletters, or other assets, a chatbot can help you unlock more value from them. By connecting to your existing content database, a generative AI chatbot can repackage content into new formats, like turning a blog post into a LinkedIn post or summarizing a webinar into an email draft.

Plantilla de chatbot de IA para reutilización de contenido

Reutilice contenido existente con una lista de ideas de marketing digital, impulsada por OpenAI.

Pruébalo

Leer más: ¿Qué es el marketing de chatbots? Beneficios, casos de uso reales y estrategias

Chatbots for sales and lead generation

A sample conversation with an AI chatbot for sales.

Sales teams succeed when they can focus on real conversations with qualified prospects—not chasing cold leads or sorting through contact forms. Chatbots help by doing the early legwork: engaging visitors, collecting key details, and handing off hot leads to the right rep at the right time. 

Chatbots can greet visitors on your site or landing page and ask the kinds of questions that help qualify interest—things like company size, budget, timeline, or pain points. Unlike static forms, bots feel more natural and conversational, which often results in higher-quality responses. 

Because chatbots operate in real time, they can surface leads to your sales team the moment interest is expressed. Once someone is qualified, the bot can route them to the appropriate next step, whether that's scheduling a call or passing their info to the CRM. 

With automation layered in, a chatbot can:

  • Add contact and conversation details to your CRM

  • Trigger lead scoring workflows

  • Notify sales via email or Slack in real time

  • Enroll qualified leads into a nurture sequence or sales pipeline

  • Personalize the buyer journey

Chatbots can also provide tailored product recommendations, pricing details, or demo scheduling links based on what a visitor asks. The experience feels personalized, but it's automated—so your team can scale outreach without sacrificing quality.

That was the case for Results Grow, a service-based business that was losing hundreds of leads due to slow follow-up. Field workers were handling both client jobs and sales outreach, and there simply wasn't time to do both well. By adding a chatbot powered by ChatGPT and Zapier Tables, they automated lead engagement and appointment booking. The bot responded immediately to inquiries, maintained context throughout the conversation, and guided prospects to book a consultation. It helped the team reclaim lost opportunities and bring in more than $134,000 of annual revenue.

Learn how to build your own AI chatbot that captures leads, or get started with these pre-built templates.

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Aumenta la participación de clientes potenciales mediante una experiencia de chat conversacional integrada en tu página web.

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Add new Zapier Chatbots button clicks to Google Calendar as quick events

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Zapier Chatbots + Google Calendar

Chatbots for HR  

A sample conversation with an AI chatbot for HR.

HR teams often juggle a wide range of responsibilities—recruiting, onboarding, internal comms—and chatbots help streamline many of those workflows. They act as an always-on assistant, whether you're launching a hiring process or helping a new employee get up to speed.

For hiring, a chatbot can capture insights from hiring managers and turn them into job descriptions, interview questions, and candidate-facing materials, all while pulling from your company's internal knowledge base. That helps teams launch roles faster and ensure a consistent experience for every candidate.

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Haga que iniciar la contratación sea muy sencillo con descripciones de trabajo, preguntas de aplicación y guías de entrevistas generadas por IA.

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On the onboarding side, chatbots help new employees navigate their first days without bombarding HR with questions. By connecting to internal documentation, a chatbot can deliver clear, accurate answers to common onboarding questions, like how to access tools, where to find company policies, or what to expect in week one. It's a scalable way to support new hires while keeping HR focused on the human side of the job.

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Plantilla de chatbot de IA para la incorporación de empleados

Empodere a su equipo de RR.HH. con un chatbot impulsado por OpenAI para una experiencia de incorporación perfecta.

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Chatbots for IT

A sample conversation with an AI chatbot for IT.

Answering the same "How do I reset my password?" or "Where can I find the VPN instructions?" questions every day can drain most IT professionals of the will to log into their work computers. By embedding a chatbot into your internal help desk or support portal, IT can automate responses to routine requests and free up time for more strategic (and less hair-pulling) work. Employees get immediate answers to common issues, while more complex problems are prioritized and routed to a human without getting buried in a ticket backlog.

Some IT chatbots even go a step further by learning from interactions over time, building up a smarter internal knowledge base with each conversation. It's an efficient way to support your team—and reduce the volume of tickets that never really needed human intervention in the first place. 

Give it a try for yourself with this pre-built template.

Servicio de asistencia de TI

Mejore su soporte de TI con respuestas con tecnología de IA, priorización automática de tickets y actualizaciones de la base de conocimientos.

Pruébalo

Chatbot ideas by industry

Still looking for inspiration? Here are some practical ways different industries are using chatbots (paired with their own knowledge bases) to streamline operations and engage users:

Industria

Example chatbot use cases

eCommerce

Recommend products based on preferences

Answer shipping and return questions

Track orders 

Collect post-purchase feedback

Healthcare

Pre-screen patients   

Schedule/reschedule appointments   

Answer FAQs about insurance or billing   

Send medication reminders

Recursos humanos

Assist with job applications   

Answer benefits or PTO questions   

Guide onboarding   

Collect employee feedback

Educación

Answer enrollment or course questions   

Share study resources   

Register users for events   

Offer tutoring or support

Bienes raíces

Qualify buyers/renters   

Share listings based on criteria   

Book property showings   

Provide financing guidance

Finance & banking

Share account balances or due dates   

Answer loan/credit FAQs   

Route fraud alerts   

Offer financial education content

SaaS & tech

Troubleshoot product issues   

Suggest help docs or tutorials   

Qualify sales leads   

Collect product feedback

How will you use chatbots?

When you build your bots with Zapier, you're plugging into the most connected AI orchestration platform out there—which means you can go beyond simply setting up a chat tool. Your chatbot can instantly trigger workflows across 8,000+ apps, turning simple conversations into powerful, automated systems.

As it turns out, talking to a robot can be fun (and useful), especially when it helps you automate repetitive work, streamline communication, and deliver a better experience for customers and teams alike. Just take my advice and avoid reading any Asimov novels while you're at it.

Lecturas relacionadas:

  • AI prompt templates to use with your AI chatbots 

  • Cómo crear un GPT personalizado: una guía para principiantes  

  • What is Agentic AI? + How to start using it

  • How to automate ChatBot with Zapier

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