Overall AI Chatbot Implementation Process

SmartWeb’s AI chatbot implementation proceeds with a phased approach and comprehensive support system:

The content includes tasks for our company and the client.

Phase 1: Preparation & Design (1 week)

Requirements Definition and Project Planning

  • Requirements Definition Interview: Clarification of business objectives and coverage scope - Web meeting (our company & client)
  • Knowledge Survey: Inventory of existing documents and FAQs (client)
  • Scope Setting: Determination of question categories the chatbot will handle (client)

Operations Design

  • Escalation Conditions: Design of handover timing to humans (client)
  • Operations Structure Planning: Confirmation of responsible parties and operational flows (client)

Phase 2: Construction & Configuration (1-2 weeks)

System Environment Construction

  • FlowHunt Environment Construction: Workspace creation and API configuration (our company)
  • LiveAgent Integration Setup: Implementation of seamless escalation functionality (our company)

Knowledge Base Development

  • Knowledge Base Construction:
    • Website crawling setup (our company)
    • Document upload and classification (our company)
    • Q&A list creation and registration (client)

AI Agent Adjustment

  • System Configuration:
    • System message configuration (our company)
    • Response tone and style adjustment (our company)
    • Tool selection and integration setup (our company)

Design Adjustment

  • Design Customization: Appearance adjustment to match brand image (our company)

Phase 3: Testing & Tuning (1 week)

Functionality Testing

  • Basic Function Verification:
    • Basic response and escalation operation confirmation (client)
    • Accuracy adjustment and response quality improvement (our company & client)

Performance Evaluation

  • Technical Verification:
    • Load testing and response time measurement (client)
    • Usability testing (verification in actual usage scenarios) (client)

Final Adjustment

  • Final Configuration: Feedback reflection and configuration optimization (our company)

Phase 4: Production Launch & Support

Phased Rollout

  • Publication Process: Deployment from limited users to full rollout (client)

Continuous Monitoring

  • Operations Monitoring:
    • Continuous monitoring of performance and satisfaction (client)
    • Initial operations period support provision (our company)

Improvement Cycle

  • Regular Reviews:
    • Effectiveness measurement and improvement point identification (our company & client)
    • Knowledge addition and feature enhancement planning and execution (our company & client)

For post-implementation processes and improvement methods, please refer to “AI Chatbot Post-Implementation Processes and Improvement Methods.”