Call us! 303-945-4341
DO-bgimage

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.

checklist-graphic-eCommerce-chatbot

Navigate the Checklist Chatbot Self Audit Checklist

Close

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
or
We have a CRM suite that is integrated with our chatbot to funnel information about a customer to their data file
or
We have mapped and identified properties that are necessary to transfer to our CRM
or
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.
or
Our chatbots have been developed using to reflect our brand persona
or
Our chatbot incorporates a helpful, energetic, and friendly tone
or
Our chatbot is AI based
Strategy and Flow
or
We developed our bot tool through the creation of a conversational flow chart
or
We have clearly defined the goals and use cases for our chatbot(s)
or
9. We have developed the best possible response for every question the customer may pose by building out conversation trees
or
For certain types of conversations, we have built in call-to-action buttons to move them to a specific goal or product
or
We provide automated in the moment customer feedback to their chatbot experience
or
Our website chatbot tool is constantly being reviewed and refined to reflect new feedback and predictive information from AI based software used.
or
We have tested all our possible responses prior to launch
or
We have our chatbot begin an engagement by asking 2 or 3 closed questions to know the basics of the situation.
or
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
or
Our chatbots work seamlessly on mobile or desktop
or
Our live chat responds in less than 3 minutes from the original engagement
or
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:
shopify-logo
Hubspot
bigcommerce
download
unific
bluesnap
bold-com-logo
locally
justuno-logo
Salsify_Logo_Blue_Flower_Gray_Text-01

services

research

contact us

Revenue River

2081 Youngfield Street
Golden, CO 80401

revenue-river
Copyright ©2024 Revenue River. All Rights Reserved.
instrumental group