Launch planner
Chatbot Launch Checklist
Create a launch checklist covering training content, lead fields, escalation rules, and review steps.
Your result
Local service business chatbot launch checklist
Use this as a lightweight v1 launch plan before adding advanced workflows.
- Choose the top 10 customer questions the chatbot must answer.
- Collect approved website pages, FAQs, documents, policies, and contact details.
- Define lead fields: name, email, phone, interest, location, preferred timing, original question.
- Set escalation rules for sensitive, uncertain, urgent, or high-value enquiries.
- Test 20 real questions before launch and review unanswered questions weekly.
How to use this result
Treat this as a starting point for improving website enquiry capture. The strongest next step is to turn repeated questions, lead fields, and handoff rules into a chatbot flow trained on approved business content.