The finals steps before greatness

Tell us about yourself and your desired objectives, we’ll use this to form our discussions, if you can’t answer all the questions, that’s OK!

Which Agents?

Select which type agents are your planning to use?

Product Sales Agent

Customer Service Agent

HR & Corporate Governance Knowledge

Accounting & Financial Knowledge Agent

Branding & Marketing Agent

Business Process Improvement Agent

Company Name

Your Title

Name

First Name

Last Name

Phone

(###)

###

####

Objectives and Use Cases

What are your main objectives for implementing an AI chatbot? (e.g., improve customer service, increase sales, enhance user engagement)

What specific problems are you looking to solve with the chatbot? Do you have scenarios in mind where the chatbot will interact with customers? Please describe them.

Data Sources for Training

Content Sources: What data sources will be used to train the chatbot? (e.g., website content, FAQs, documents) Please list the specific documents, URLs, or databases to be included.

Data Accessibility: How can we access these data sources? Will you provide the necessary permissions or APIs?

Content Updates: How frequently is your content updated? Do you require the chatbot to automatically sync with content updates?

Integration and Deployment

Platforms: On which platforms do you plan to deploy the chatbot? (e.g., website, mobile app, social media)

Technical Environment: Do you have any existing systems (CRM, ERP) that the chatbot needs to integrate with?

Integration Support: Will your technical team handle the integration, or do you require assistance?

Customization and Branding

Chatbot Tone and Style: Do you have preferences for the chatbot's tone? (e.g., formal, friendly)

User Experience

Target Audience: Who will be using the chatbot? (e.g., customers, website visitors)

Technical Requirements

Security and Compliance: Are there specific security standards we need to follow? (e.g., GDPR) If yes, please specify.

Timelines

Security and Compliance: Are there specific security standards we need to follow? (e.g., GDPR) If yes, please specify.

Desired Launch Date: When would you like the chatbot to be live?

YYYY

The finals steps before greatness

Tell us about yourself and your desired objectives, we’ll use this to form our discussions, if you can’t answer all the questions, that’s OK!

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