Chatbot Toolkit

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Manage multiple high value projects, ensuring that deliverables are on time and of the highest quality; bolster organizational alignment by identifying all relevant stakeholders, documenting requirements, and conducting robust user acceptance tests.

More Uses of the Chatbot Toolkit:

  • Manage to support the development team and partner companies, specifically; Chatbots, Live Chat services and bespoke project support.

  • Be accountable for writing and developing Chatbot conversation design solutions for client / partner requirements.

  • Consult on project readiness Advise Account Management team on how the services are successfully setup and ready to go live.

  • Lead preview meetings to demonstrate system setup to clients before the system is finalized.

  • Realize lead various experiments and initiatives (Chatbot, SMS, etc) related to servicing customers.

  • Pilot: Artificial intelligence, Machine Learning, Chatbots, linguistics, Metadata, structured content.

  • Pilot: leverage a variety of databases and tools to build reporting on collections strategies channels, etc.

  • Standardize: data from your analytics solution to identify friction points, improve processes, and areas where.

  • Write and execute Test Cases; providing daily updates using Quality Center and other tools.

  • Identify and execute methods for improving the speed and efficiency of new client deployments.

  • Develop Content Strategy aligned with short term and long term recruiting market talent goals.

  • Be accountable for collaborating with support leadership to identify automation and conversation content needs for all teams.

  • Ensure you specify; lead the Customer Service team to successfully meet and exceed results in all service metrics; quality, employee relations, staffing, Service Levels, management development, training, process and procedures.

  • Assure your enterprise oversees referral to community partners, targeted testing activities, marketing and all other activities.

  • Develop Talent Development plans for all Support Tiers in order to retain talent and scale growth.

  • Confirm your enterprise ensures accurate completion and appropriate transport of all forms of minimum number of clients per month.

  • Ensure you have a personal story that drive you to see the way you deliver health care transformed.

  • Serve as a thought leader and strategic planner in Customer Service, by keeping up to speed on the latest best practices and available tools, and proactively identifying, developing and driving the forward looking strategy.

  • Be accountable for aiding in the successful operationalization and Continuous Improvement of product features.

  • Guide: liaison with clients /partners and internal team members to successfully implement the Service Delivery.

  • Collaborate with marketing and ensign teams to plan and develop site content, style, and layout.

  • Consider performance results on a quarterly basis to improve performance and achieve higher results.

  • Be present, express gratitude, find your balance, and share positive energy with one another.

  • Pilot: partner with marketing to manage content distribution to online channels and Social Media platforms to increase web traffic.

  • Manage work with cutting edge technologies and collaborate with your AI Design and Optimization teams, participating in all phases of the Software Development Lifecycle.

  • Head: direct daily operations focused on delivering high quality, proactive Customer Support and service.

  • Participate (and on occasion lead) cross functional process and Customer Service initiatives.

  • Confirm your corporation assesses and presents business value, risks, and intent behind new products and features to stakeholders.

  • Develop new ways of delivering business value open APIs, Artificial intelligence, Chatbots, Machine Learning, Big Data.

  • Lead Code Review, automated and Functional Testing and other aspects of your Quality Assurance process.


Save time, empower your teams and effectively upgrade your processes with access to this practical Chatbot Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Chatbot related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Chatbot specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Chatbot Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Chatbot improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the barriers to increased Chatbot production?

  2. Are you maintaining a past-present-future perspective throughout the Chatbot discussion?

  3. Where do you gather more information?

  4. Which stakeholder characteristics are analyzed?

  5. Is there any reason to believe the opposite of my current belief?

  6. Does the scope remain the same?

  7. What is your Chatbot strategy?

  8. What intelligence do you gather?

  9. What is a worst-case scenario for losses?

  10. What are the requirements for audit information?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Chatbot book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Chatbot self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Chatbot Self-Assessment and Scorecard you will develop a clear picture of which Chatbot areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Chatbot Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Chatbot projects with the 62 implementation resources:

  • 62 step-by-step Chatbot Project Management Form Templates covering over 1500 Chatbot project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Chatbot project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Chatbot project team have enough people to execute the Chatbot project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Chatbot project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Chatbot Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Chatbot project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Chatbot project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Chatbot project with this in-depth Chatbot Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Chatbot projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Chatbot and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Chatbot investments work better.

This Chatbot All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.