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Chatbot Self-Audit Checklist

Are your bots providing the best possible customer experience?

It's time for a health check!

We've compiled an in-depth list of the critical areas you should consider when it comes to building a best-in-class eCommerce systems. Use the interactive checklist below to evaluate the effectiveness of your eCommerce Chatbots.

Based on your chatbots, complete the questions and check boxes below. Once complete, submit your information and we'll email your performance grade directly to you.

Looking for some help with an even more comprehensive review of your entire eCommerce operation?


Check out our Digital Business Assessment.

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How to Use This Checklist

The tool below will help you complete a self audit of your Chatbot Self. Fill out each section as best you can. To see how you did, enter your name and email address once you finish the checklist. We'll calculate your score automatically and send you the results!

Systems and Branding
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We have a CRM suite that is integrated with our chatbot to funnel information about a customer to their data file
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We have mapped and identified properties that are necessary to transfer to our CRM
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Our chatbots have been developed to account for the need for different conversations on webpages, networks, and channels we use such as our website, FB messenger, and Twitter direct message.
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Our chatbots have been developed using to reflect our brand persona
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Our chatbot incorporates a helpful, energetic, and friendly tone
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Our chatbot is AI based
Strategy and Flow
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We developed our bot tool through the creation of a conversational flow chart
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We have clearly defined the goals and use cases for our chatbot(s)
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9. We have developed the best possible response for every question the customer may pose by building out conversation trees
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For certain types of conversations, we have built in call-to-action buttons to move them to a specific goal or product
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We provide automated in the moment customer feedback to their chatbot experience
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Our website chatbot tool is constantly being reviewed and refined to reflect new feedback and predictive information from AI based software used.
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We have tested all our possible responses prior to launch
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We have our chatbot begin an engagement by asking 2 or 3 closed questions to know the basics of the situation.
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We pivot to a human “live” chat operator based on a set of triggers that our software monitors or when the customer requests it

We have set up tracking and measurement tools for key metrics listed below:

Performance and Compatibility
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Our chatbots work seamlessly on mobile or desktop
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Our live chat responds in less than 3 minutes from the original engagement
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Once a customer is engaged with our chatbot, it responds in less than 5 to 10 seconds

Calculate my audit and send me the results

We solve ecommerce challenges over a wide array of storefronts and technologies

Our agnostic approach prioritizes your existing environment. We're experts at capturing the intended value of existing technology, recommending enhancements, and providing the cutting edge tactics your team needs to take your online business to new heights. Here's a sampling of the technologies we know best:
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Hubspot
bigcommerce
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unific
bluesnap
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locally
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