Checklist: scoping a chatbot project before you ask for quotes

The checklist from the article.

List the 15-20 questions your team answers most often — this is your real knowledge scope.
Decide where the source answers currently live, and whether that source changes weekly or yearly.
Identify every system the bot would need to read from or write to, by name.
Write down what "I don't know" should look like — the exact handoff behavior, not just "escalate."
Name who receives an escalated conversation and during what hours.
Decide whether the bot only answers questions or needs to take actions like booking or refunding.
Set a review cadence for checking the bot's source documents stay current.
Ask any vendor to quote the knowledge layer, the integrations, and the escalation flow as separate line items.

Free, and yours to edit — tick items off on the web or in the MyCheck app.

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