9 Questions To Help Define Your Chatbot Project Scope
By Alessandro Botticelli -- January 07, 2023
A scope of work outlines the specific tasks and objectives that will be accomplished during the project. It serves as a blueprint for the development team to follow.
Strong foundational planning during discovery stages is essential for successful chatbot and voice assistant projects. Clear scope definition enables identification of necessary resources, timelines, and budgets.
The 9 Questions
- Tell us about your business, department, or area
- What are the business problems that you'd like to address?
- What are your objectives?
- What is the expected process flow and/or user journey?
- What are the use cases the chatbot needs to satisfy and how complex are they?
- What channels does the chatbot need to be deployed to?
- Do you need to support handover to live agents?
- What are the additional requirements and/or conditions?
- How are you going to measure success?
Digging into More Detail
Deeper exploration covers purpose, functionality, user flows, integrations, languages and tone, data and security, channel deployment, ongoing maintenance and support, performance metrics, and timeframe.
You Have Your Scope... What Next?
Following scope definition, detailed project planning involves defining SMART goals, identifying stakeholders, assembling teams, creating project plans, identifying risks, obtaining approval, implementing the plan, monitoring progress, and conducting post-project reviews.
Requirements analysts, product managers, stakeholders, conversation designers, AI trainers, and developers must collaborate during planning. Success requires a shared vision of what the problem is, what the solution is, and who the solution is for.
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