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Designing Useful Workplace Chatbots – Dos and Don’ts
20

Designing Useful Workplace Chatbots for Workplace by Facebook

Jan 22, 2018

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Page 1: Designing Useful Workplace Chatbots for Workplace by Facebook

Designing Useful Workplace Chatbots – Dos and Don’ts

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2 © ServiceRocket

SPEAKER

Tony Lucas

Co-Founder and CEO Converse.ai

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3 © ServiceRocket

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Agenda

•  Why are we talking about Workplace bots •  Discuss X bot design considerations

•  The bot persona •  One Bot or many bots •  Open or closed conversations •  Failing and escalation •  Integration •  Bot roll out •  Proactive bots •  Channels

•  Q&A

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TEAM MEMBERS 250

4 GLOBAL OFFICES – SYDNEY, PALO ALTO, SANTIAGO, KUALA LUMPUR GLOBAL CULTURE

1

WHO IS SERVICEROCKET?

CUSTOMERS 2000+

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ADVISE

CONNECT

SUPPORT

EDUCATE

ADOPTION OFFERINGS

Page 7: Designing Useful Workplace Chatbots for Workplace by Facebook

Why Are We Talking About Workplace Chatbots?

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8 © ServiceRocket

Why Are We Talking About Workplace Bots?

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Workplace Bot Design Considerations

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10 © ServiceRocket

The Bot Persona

•  Bot or human or both •  Small talk or straight to the point •  Should the bot have a personality/

brand?

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One Bot vs. Many

One all-purpose bot Or The specialist bot

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Closed or Open Conversations

•  Open-ended questions •  Workflows •  Text versus buttons •  Handling rich media

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Failing and Escalation

•  What if the conversation fails? •  Should we bring in the

humans?

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Integration

•  Should you integrate bots into other systems?

•  Risks •  Security •  Technical Needs •  Timescales

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Bot Roll Out

•  The bot will not roll out itself •  How to ensure successful

rollout? •  Pilot •  Go big or go home •  Tasks to consider and

order of tasks

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Proactive Bots

•  How can proactive bots be useful? Harmful?

•  Use cases •  Surveys •  Training •  … •  …

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Channels

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Questions

Tony Lucas

Co-Founder and CEO Converse.ai

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Whoarewe?

EnablingyoutomaximiseConversationalWork6lowthroughbots

Buildpowerfulbotswithoutcode!

www.converse.ai@converse_ai

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