Hi [First Name],
Thanks for grabbing the chatbot brief and platform checklists. Here is your download page, in case you need it again:
[Link To Your Download Page]
You will find two checklists there, each as a printable PDF and an editable Word file. Checklist 1 turns a vague idea of 'we should have a chatbot' into a written brief. Checklist 2 helps you choose a platform that fits that brief.
If you only have ten minutes today, write two things.
First, the bot's purpose in a single sentence: who it helps, with what, and what result it produces. For example: 'Answers shipping and returns questions for online store visitors and hands off anything about a specific order to support.'
Second, a short list of what the bot will never attempt, even if someone asks. Common ones are refunds over a set amount, account cancellations, legal or medical questions and anything involving payment details.
If the sentence will not fit, the scope is still too wide. A bot with one job done well beats a bot with five jobs done badly, and you can always add a second job once the first one is proven.
Both of those sit in Part 1 of Checklist 1, so you will already be ahead when you open it.
Over the next few days I will send you a few short emails with the most practical ideas from the checklists, so your bot helps people instead of frustrating them.
Talk soon,
[Your Name]
[Your Brand]
P.S. Share that one sentence with everyone who will build, approve or support the bot. It prevents marketing wanting a sales bot while support builds an FAQ bot.
The AI Chatbots Profit Kit
