6 Tips for Launching a Successful Chatbot


Share on LinkedIn

Chatbots, after lurking in the shadows for decades, have made the leap from fun toy project to cutting-edge business proposition. And in this era of coronavirus, we’re seeing brands turn more towards automated solutions to aid in Voice of the Customer programs to help augment a smaller workforce.

If you’re considering deploying a chatbot as a tool in managing your customer experience, here are some best practices to make sure your chatbot development project succeeds.

1. Set clear goals
Since there are real costs to developing a chatbot, have a clear idea of what you hope to get out of the endeavor. Is it an opportunity to drive new sales? To learn from your existing customers? To streamline internal processes?

Before jumping in, have clear ideas about who will be developing, testing and maintaining the chatbot as well as the value you hope to get from the project.

A chatbot is an IT project. It requires developers and testers and should be integrated into your larger information infrastructure. And as your products and goals change, you’ll need to update your chatbot, too.

2. Find the right use cases
Some customer interactions are better served by a chatbot than others.
For example, if there are many specific choices a customer needs to make, you might be better off using a simple web form interface.

On the other hand, if a process is high value and very personalized, like a sales pitch, you may want to keep a human in the loop.

Where do chatbots work best? When they can listen to a customer’s needs and help filter through a long list of choices, prompting the user for relevant information as required. Then they can use a customer’s stated goal to perform more accurate search and gather targeted feedback during their interaction.

Also, consider a hybrid approach. If an existing shopping experience is working, you might include a helpful bot to answer questions off to the side and let the user navigate your inventory as they currently do.

3. Connect to existing systems
A chatbot needs to know about your business, and it needs to communicate what it learns to the appropriate employees. The worst way to accomplish that is to expect everyone to come to the bot.

Don’t give your chatbot an explicit product list that’s certain to continually fall out of date. Instead, connect it to your existing product database so that it stays up-to-date.

Moreover, don’t tell the sales team to log into a chatbot administration console to see what leads have come in. Export those directly to the existing sales management tools in use at your business. Well-designed chatbots should fit naturally into your business setting like new employees.

4. Plan for failure
Humans will invariably ask questions you didn’t predict during design. Even the fanciest machine learning models powering your bot will make mistakes. So it’s important to build your bot with the expectation of failure. And if the bot gets confused, it should fail gracefully.

For example, a user should always have an easy method to restart a conversation or back up to a previous stage.

Another failsafe is to politely ask the user to state what they’re trying to accomplish. Sometimes a clearer explanation can get the bot back on track. If not, log the user’s goal and add new branches to the chatbot later to deal with this case.
If you can reliably catch which tasks your users fail to accomplish with your chatbot, you’ll have the data you need to make better improvements.

5. Pay attention to tone
Your chatbot is a face of your organization and an opportunity to delight or enrage existing and prospective customers. And just like how an employee will tailor their language to a customer’s tone, chatbots need to be aware of the reactions they elicit.

If a customer is unhappy, simply conveying concern and understanding towards a frustrating situation can go a long way towards alleviating hostilities. On the other hand, if a customer is praising your products or company, conveying happiness and gratitude will help cement their goodwill. Sentiment analysis is a powerful tool for determining the emotional content of a customer’s message and a useful marker for controlling the flow of a conversation.

Also, be vigilant for requests to speak with a human. Even if you have to take an email address and promise to get back to them, if the bot is not fulfilling a prospect’s needs, make sure you give them some human attention rather than leaving them to turn to a competitor.

6. Listen!
A chatbot isn’t just a new medium for conveying information to customers. It’s also a new opportunity to learn from the wider world.

If you’ve got existing business intelligence capabilities, the transcripts of chatbot conversations are a valuable source of additional insight. If you don’t, a chatbot is a great place to start!

How is your brand being perceived? Which products are causing issues? What features in your products are driving sales? What concerns do customers have about your company? And how does that correlate with geography or gender or customer loyalty or any other variable you might be able to measure?

What’s more, chatbots can learn from anyone who will talk to it, both through targeted and open-ended questions.

Does your sales staff have questions it would like answered by prospects? Does development want to float a feature idea to the wider market? Is marketing concerned with whether a particular message is being heard?

A chatbot gives you a natural place to ask, answer, and learn from questions such as these.

Andrea Kulkarni
Andrea Kulkarni draws upon 20 years of diverse experience in designing, developing and marketing business and education software. At Lexalytics she leads a variety of initiatives, spanning product and market positioning, documentation, web analytics, growth marketing, and CRM operations. Andrea holds a degree in Learning Design and Technology from Stanford University.


Please use comments to add value to the discussion. Maximum one link to an educational blog post or article. We will NOT PUBLISH brief comments like "good post," comments that mainly promote links, or comments with links to companies, products, or services.

Please enter your comment!
Please enter your name here