Define the chatbot job
Support, lead capture, product guidance, internal knowledge, and onboarding need different flows. A platform that is great for support may be overkill for a document Q&A widget.
- List the top user intents and escalation paths before importing content.
- Separate informational answers from actions like booking, refunding, or updating records.
- Decide whether the bot lives on web, chat, voice, helpdesk, or internal tools.