bot strategy & design tips

Considerations in Bot Strategy and DesignChatbot services for smart businesses

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Define the objectives for both publisher and user

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PublisherDrive sales?Better customer service?Drive traffic?Innovate test & learn?Build CRM channel?Something else?

UsersEasier access to information?Help/support?Entertainment?Problem solving?Something else?

Define your domain

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Determine where to use Rails vs NLP

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Map out your Conversation Tree, Keyword Responses and Data Sources

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Creating conversation trees

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Mind Mapping software is great for creating these maps of conversation

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List the keywords and phrases you will respond to, and how

Data specifications

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Where’s the data coming from? In what format?What are the queries underlying each dynamic message?

Contact Strategy

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When will you broadcast messages? And to whom?

What subscriptions are you offering?

What’s your 23.59 message?

Test and Iterate

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Make sure your project plan has a test rollout to a closed group before you go live - staff, superusers, friends, customer panel.

Objectives DomainRails and NLPConversation tree, Keywords and DataContact strategyTest / Iterate plan

Bot design checklist

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1. Don’t pretend to be human2. Keep it incredibly simple3. Respect the chat medium4. Optimise for the end user5. Use sparingly6. Provide an escape hatch7. Use structured input where possible8. Everyone sees the same thing

OBEY THE PRINCIPLES WITHOUT BEING BOUND BY THEM

Source : intercom.io

Addendum: Principles of Bot Design

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Need some help?

http://bit.ly/botconcept

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