You've installed the Zammo product and are now wondering: What’s the best way forward? How do you effectively test the chatbot? What questions should you ask? What defines a correct response? And when is it ready to go live?

Please see our informative and concise Onboarding Checklist webpage to ensure a smooth and effective implementation:

Onboarding Checklist — Zammo.ai

The list below highlights key best practices from the Onboarding Checklist webpage, along with additional details for further guidance:

1. Assemble a Small, Focused Team

Start with a small team where each member has clear roles and responsibilities. Assign individuals to key areas such as:

• Project planning – Outlining goals, milestones, and expectations.
• Content development – Determining what information the chatbot should access.
• Workflow design - Crafting customized conversations and API integrations (optional).
• Testing and refinement – Ensuring accuracy and improving responses.
• Publishing and monitoring – Overseeing the chatbot’s launch and performance.

2. Establish or Identify an AI Policy

An AI policy serves as a framework outlining the guidelines for developing and using AI within an organization. Some organizations require a formal policy before initiating a bot project. It’s important to determine whether such a requirement exists within your organization and, if necessary, create a policy to ensure responsible AI implementation.

3. Determine What Content to Index

Apply the 80/20 rule: Focus on indexing the top 80% of requests that take up the most staff time. Prioritizing high-impact content ensures the chatbot is solving the most common user needs efficiently.

4. Define Key Questions for Testing