Overview of the process to getting your chatbot launched.
Step 1: Kickoff Meeting (one hour)
- Outline project objectives and goals
- Confirm desired channels (Live Chat, QuantumSMS, QuantumMail, etc.) and modalities per channel
- Determine communication pathways for technical questions
- Confirm the fallback method for when the bot is stumped
- Finalize implementation timeline
Step 2: Building Your Bot (1 - 2 weeks)
- Timing depends on timely responses to implementation questions.
- Ivy crawls your knowledge sources and indexes content.
- Ivy holds a check-in meeting with you to review the project progress and outstanding deliverables. We will focus on the introductory workflow and discuss any questions you have while designing it.
- The Ivy Implementation Team configures the fallback mechanisms, the character of the bot, and your intro workflow.
- Ivy performs a gap analysis by comparing your content to commonly asked questions historically asked to all Ivy bots with the same subject matter. You will then have the opportunity to add content to fulfill these gaps.
Step 3: IvyQuantum Admin Portal Training (one hour)
- Perform IvyQuantum Admin Portal training to demonstrate bot functionality and the tools available to customize and strengthen your bot. We will also touch on other custom features like your fallback method and chat intro workflows.
- The Ivy team will provide the recording of the training, as well as additional documentation to help you learn how to use the IQ Admin Portal.
Step 4: Live Chat and SMS Training (one hour each)
The Ivy team will hold training sessions to lead administrators for live chat and SMS campaign. Documentation and recordings will be provided to further train your internal teams.Step 5: Soft Launch
We recommend you launch the chatbot website version first. We’ll begin collecting user information, identify common question areas, and tune the bot for high-frequency areas.Step 6: Full Deployment of all Channels
Implement other channels like Live Chat, QuantumMail, QuantumSMS, etc, to aid the website version of the chatbot as you see fit.Staffing
The team at Ivy is there to support you. Here's a guide for the division of responsibilities between your team and Ivy.
Team | Role | Responsibilities |
Ivy |
Account Executive |
|
Ivy | Project Manager |
|
Ivy | Partner Success Manager |
|
Client | Project Leads & Project Stakeholders |
|
Client | Integrations Specialist (if needed) |
Supports Ivy with relevant integration requirements and use cases |