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Chatrpillar Onboarding
Company Information
Company Name:
Primary Contact:
Department(s) Chatbot Will Support:
Desired Chatbot Launch Date:
MM slash DD slash YYYY
Question-Answer Collection Guide
Instructions
For the next 5-10 business days, please document:
Every question received from customers
The correct answer provided
The frequency of this question (tally marks work fine)
The area/topic this relates to
Any relevant documentation or links that support this answer
Include questions from all communication channels:
Customer service emails
Phone calls
FAQ sections of your website
Support ticket systems
Question Categories to Consider
Please ensure you're capturing questions across these common areas:
Licensing/Contracting
Commissions
Product Information/Direction
Carrier Information
Locations of Specific Information
Process Questions
Any other areas of interest
Additional Information Needed
Tone and Style Guide
Preferred level of formality:
Terms or phrases to avoid:
Standard greetings/closings:
Response Variations
For each common question, please provide:
- Any conditional responses (if answer varies based on customer type, location, etc.)
List
Add
Remove
Knowledge Base Updates
How often will this information need to be updated?
Who is responsible for providing updates?
What is the process for communicating urgent changes?
Final Checklist
Collected questions from all customer-facing departments
Documented standard answers for each question
Provided supporting documentation/links
Identified escalation criteria
Established update procedures
Reviewed tone and style guidelines
CAPTCHA
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