PROJECT BRIEF FORM

BASIC INFORMATION

CLIENT NAME

CLIENT COMPANY

EMAIL ADDRESS

PHONE NUMBER

INDUSTRY

DESCRIBE YOUR BUSINESS AND MAIN PRODUCTS/SERVICES

(Help us understand your business context.)

WHAT ARE YOUR KEY OBJECTIVES FOR IMPLEMENTING AN AI CHATBOT?

(E.g., customer support, lead generation, sales assistance, etc.)

WHO WILL BE INTERACTING WITH THE CHATBOT?

(Demographics, user behavior, common queries.)

PRIMARY USE CASES FOR THE CHATBOT

(Inbound queries and updates, FAQ support, Order tracking, etc)

ANY SPECIFIC CHALLENGES YOU FACE THAT THE CHATBOT SHOULD ADDRESS?

WHAT CORE FUNCTIONS DO YOU EXPECT THE CHATBOT TO PERFORM?

(E.g. answer FAQs, guide users through services, schedule appointments, provide project updates etc)

WHAT SPECIFIC WORKFLOWS OR PROCESSES SHOULD BE AUTOMATED?

(Detail any tasks such as data collection, appointment booking, escalation, etc.)

INTEGRATION REQUIREMENTS:

EXISTING SYSTEMS OR CRMS?

APIS OR DATA SOURCES THE CHATBOT NEEDS TO CONNECT WITH?

PREFERRED PLATFORMS

(website, messaging apps, social media, etc.)

PREFERRED TONE AND PERSONALITY FOR THE CHATBOT

(Formal, friendly, conversational, etc)

BRANDING AND VISUAL GUIDELINES

(Colors, logos, fonts if applicable, any style guidelines)

ANY SPECIFIC CONVERSATION FLOWS OR SCRIPTS YOU HAVE IN MIND?

ARE THERE ANY INDUSTRY-SPECIFIC COMPLIANCE OR DATA PRIVACY REGULATIONS THE CHATBOT MUST ADHERE TO?

(e.g. GDPR, HIPAA, etc)

SECURITY REQUIREMENTS

(E.g. encryption, data storage policies, user authentication, etc)

HOW WILL YOU MEASURE THE CHATBOT’S SUCCESS?

(E.g. response time, user satisfaction, lead conversion rates, reduced support calls)

WHAT KIND OF REPORTS OR ANALYTICS DO YOU NEED?

DESIRED TIMELINE FOR DEVELOPMENT AND DEPLOYMENT

BUDGET RANGE FOR THE PROJECT

POST-LAUNCH SUPPORT AND MAINTENANCE REQUIREMENTS

ANYTHING ELSE YOU’D LIKE TO ADD OR CLARIFY ABOUT YOUR CHATBOT PROJECT?