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    Chatbot Design Brief

    Uploaded by

    Pritam Kumar Nayak
    The chatbot will guide users through a 5-minute planning process for client meetings by prompting a series of questions. It will leverage NLP and machine learning to make suggestions from provided documents and continuously learn from user interactions. The chatbot will integrate with Zapier to generate a one-page meeting plan via email and schedule the meeting in the user's Google Calendar. The objective is to create an efficient planning tool for professionals to prepare client meetings.

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    Chatbot Design Brief

    Uploaded by

    Pritam Kumar Nayak
    32 views2 pages
    The chatbot will guide users through a 5-minute planning process for client meetings by prompting a series of questions. It will leverage NLP and machine learning to make suggestions from provided documents and continuously learn from user interactions. The chatbot will integrate with Zapier to generate a one-page meeting plan via email and schedule the meeting in the user's Google Calendar. The objective is to create an efficient planning tool for professionals to prepare client meetings.

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    The chatbot will guide users through a 5-minute planning process for client meetings by prompting a series of questions. It will leverage NLP and machine learning to make suggestions from provided documents and continuously learn from user interactions. The chatbot will integrate with Zapier to generate a one-page meeting plan via email and schedule the meeting in the user's Google Calendar. The objective is to create an efficient planning tool for professionals to prepare client meetings.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    32 views2 pages

    Chatbot Design Brief

    Uploaded by

    Pritam Kumar Nayak
    The chatbot will guide users through a 5-minute planning process for client meetings by prompting a series of questions. It will leverage NLP and machine learning to make suggestions from provided documents and continuously learn from user interactions. The chatbot will integrate with Zapier to generate a one-page meeting plan via email and schedule the meeting in the user's Google Calendar. The objective is to create an efficient planning tool for professionals to prepare client meetings.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    Chatbot Design Brief Project

    Title:
    Client Meeting Preparation AI Chatbot Objective:

    To create a chatbot using Botpress that aligns with provided documents and
    guides users through a 5-minute planning process for client meetings. The
    chatbot will prompt a series of questions that result in a one-page meeting plan.
    This plan will then be emailed to the user and a meeting will be scheduled in
    their Google Calendar using Zapier. Target Audience: Professionals and business
    users in need of an efficient planning tool for preparing client meetings.

    Key Features:
    1. Think, Feel, Do: The chatbot will prompt users to articulate their goals for the
    meeting: "How do you want the client to think about the topic or issue?" "How do
    you want the client to feel about the situation?" "What actions do you want the
    client to take following the meeting?"

    2. Explore: The chatbot will assist users in formulating key questions to address
    during the meeting.

    3. Education: The chatbot will suggest areas of education or persuasive stories


    from the provided documents to share with the client.

    4. Buying Influencers: The chatbot will analyze and provide insight on the client's
    buying behavior: "Is the client a key decision-maker?" "What type of buyer is the
    client?" "What mode is the client in - Growth, Trouble, Even Keel, Over-
    confident?"

    5. Commit: The chatbot will guide users in crafting a compelling closing


    statement and strategizing the next steps after the meeting.

    6. Integration with Zapier: The chatbot will integrate with Zapier to automatically
    generate an email with the one-page meeting plan and schedule a meeting in the
    user's Google Calendar.

    AI Capabilities: The chatbot will leverage Natural Language Processing (NLP)


    and Machine Learning for understanding and generating language based on the
    provided documents, making insightful suggestions, and continuously learning
    from user interactions. Technology Stack:

    The development will be done using the Botpress platform, with Zapier used for
    email and calendar integrations. User Interface: The user interface should be
    clean, intuitive, and user-friendly, allowing for both text and voice interactions.
    login is:
    [email protected]

    pw is: BotPress002@

    Zapier login is:


    login is: [email protected]

    pw is: BotPress002@

    Both email and calendar is connected to zapier. let me know if there is any
    questions

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