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CRM & Automation

Messenger bots: Requirements before development

A bot should fulfil a clearly defined task and fit your audience's communication habits.

Your starting point matters.

This article provides initial guidance. The right steps depend on your goals, systems and available resources.

Justify the channel

Check whether your customers actually want to use the chosen service. Another application should not unnecessarily complicate contact.

Describe conversations and limits

Define possible questions, answers and exit routes. Unclear requests need an accessible contact person.

Plan ongoing operation

Access, maintenance and data processing are part of the project alongside development. Clarify who is responsible for later changes.

A practical next step

Write down the most important open question for your business and who can address it internally. Use this to define a specific task to discuss with the people involved.

THE NEXT STEP

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