Worksheet; define customer interactions, identify key challenges, and clarify objectives.

Before embarking on any chatbot development project, it's crucial to gain a deep understanding of your users, their behaviours, and their pain points. This Pre-Workshop Discovery Worksheet is designed to help businesses define customer interactions, identify key challenges, and clarify the objectives for their chatbot.

By answering specific questions about your audience, customer service processes, and brand perception, you can build a chatbot that genuinely connects with users and adds value to your business. Whether your aim is to automate customer service tasks, simplify user experiences, or enhance engagement, this worksheet provides a structured approach to laying the foundations for a successful chatbot.

Use this resource as a guide to ensure that your chatbot is not only efficient but also aligns with your brand values and meets user expectations. By understanding your users' needs and the contexts in which they interact with your brand, you can develop a solution that offers real value and strengthens customer relationships.