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ChatBot introduction and YourCompany: Difference between pages

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{{ContentNav|homelink=Documentation System|hometext=3|pagePrevious=|pageNext=Coffeemaker{{!}}Step-by-step instructions}}
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{{Organization Profile
{|
|Contact since=2017
|-
|Status=active
!Author:
|Partnership=no Partner
|Robert Dirigl
|Account Manager=Doe, John
|-
|Technical Contact=Schreiber,Horst
!Reports to:
|Author=Snaumann
|Marketing Team
|Headquarters=Munich
|-
}}
!Report date:
<!--Short Description of where the contact comes from and profile of the company-->
|04/10/23
 
|}
==Initial situation and requirements ==
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<div class="tbl">
''YourCompany'' came to us in February 2017 to build a wiki system. MediaWiki was tested as an alternative and was not user-friendly enough. In addition, it lacked many functionalities of BlueSpice.
{|
==Installations==
|-
{{Project List}}
!Project:
 
|ChatBot
Link to the Hallo Welt! internal test system:
|-
!Reporting period / milestone:
|Q1-2023
|-
!Report status:
|'''finished'''
|}
</div>
</div>
==Executive summary==
The introduction of a chat bot as marketing/sales support was decided by management in 2022. The evaluation of various possible uses and different ChatBot services has progressed so far that a decision can be made. The following information provides an overview of the findings from the evaluation phase.


==Details==
==Project history==
Major tasks that have been completed:


{| class="wikitable" style="width:100%;"
{| class="contenttable-blue" style="" width="100%&quot;"
!Business area
!Topic
!Highlights
!Unexpected project risks
!Lessons learned
|-
|Marketing
|Marketing/sales decided as the first user of the ChatBot technology
|
*Determination of the tasks of the ChatBot
*Ad Campaign: Planning complete
*Designs for ChatBot CI: Drafts are available
|
*Cost per use varies greatly depending on the bot
*Inclusion in website: time depends on website provider
|
*Good time to enter the AI world
*Risks rather minimal as costs can be planned incrementally
|-
|IT
|Evaluation of the different providers
|
*Shortlisted (xyAI, ChatSale, WinChat)
|
*Inclusion in CRM and ERM unclear
*Absence of admin staff in Q2
|
*In general, implementation within 3 months is conceivable
|-
|Support
|Processing and evaluation of chat contacts
|
*3 support staff will be trained accordingly
|
*no
|
*High motivation in the support team
*Support team needs a way to "train" the bots
|}
==Business review==
Assess the impact of the key findings for the reporting period.
{| class="wikitable" style="width:100%;"
!Metric
!Target
!Previous
period
!Current<span /><span /><span /><br />period
!Change
!New target
|-
|-
|Number of ChatBot requests per month
!Year
|4000
!Milestone
| -
!Contact
|<nowiki>-</nowiki>
| + 3000
|7000
|-
|-
|Costs (up to 50000 requests/month)
|2017
| -
|Setup Wikisystem
| -
|Sarah Naumann
|<nowiki>-</nowiki>
| -
|€400/month
|-
|Expected lead generation
|150
|<nowiki>-</nowiki>
|<nowiki>-</nowiki>
|<nowiki>-</nowiki>
|400
|}
|}


==Measures==
==Technical notes for Maintenance and Support==
Based on the performance of the reporting period, the following actions are implemented for the above metrics.


===Number of ChatBot requests per month===
*External Access: VPN
{| class="wikitable" style="width:100%;"
*Internal deployment notes: no special features
! style="width:200px;" |'''Responsible'''
*Special processes (e.g.: maintenance cycles, cooperation partners, handling of the staging system, etc.): IT-Systemhaus is the main service provider
!'''Measures'''
|-
| style="width:200px;" |Sibylle
|
#Announcement of the ChatBot across all marketing channels
#In the initial quarter: Daily analysis of the chats conducted
|-
| style="width:200px;" |Alex
|
#Guarantee 100% availability of the bot during the first week (emergency team is ready)
|}


===Costs (up to 5000 requests/month)===
== Marketing and Sales ==
{| class="wikitable" style="width:100%;"
! style="width:200px;" |'''Responsible'''
!'''Measures'''
|-
| style="width:200px;" |Angie
|
#Daily monitoring of user numbers. Informing marketing management when costs are exceeded.
|}


===Expected lead generation===
* Special contractual arrangements (maintenance, framework contract): none
{| class="wikitable" style="width:100%;"
* Usable screenshots: none
! style="width:200px;" |'''Responsible'''
!'''Measures'''
|-
| style="width:200px;" |Thea, Malik
|
#Evaluation of the chat questions that were asked and a graphical report to the marketing management
#Ensuring timely processing of all follow-up inquiries
|}


==Accompanying Documents==
== Other notes and experiences ==
External studies and surveys:


*[https://eos-solutions.com/chatbot-survey-2021.html EOS Chatbot Studie 2021]
<span><br /></span>
*[https://www.simplr.ai/blog/22-chatbot-statistics-for-2022 Chatbot statistics (simplr.ai)]
*[https://www.businesswire.com/news/home/20230201005218/en/New-Survey-Finds-Chatbots-Are-Still-Falling-Short-of-Consumer-Expectations Customer satisfaction survey (businesswire)]


<span><br /></span>


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[[Category:Status report]]

Latest revision as of 15:27, 9 February 2024

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Headquarters Munich Contact since 2017 Status
Partnership no Partner Account Manager Doe, John Technical Contact Schreiber,Horst
Contracts
  1. YourCompany/Development System (Contract Type: Subscription)
  2. YourCompany/Documentation (Contract Type: Subscription)
  3. YourCompany/Production System (Contract Type: Subscription)
Minutes
no minutes available

Initial situation and requirements

YourCompany came to us in February 2017 to build a wiki system. MediaWiki was tested as an alternative and was not user-friendly enough. In addition, it lacked many functionalities of BlueSpice.

Installations

Create a new installation profile.

Link to the Hallo Welt! internal test system:

Project history

Year Milestone Contact
2017 Setup Wikisystem Sarah Naumann

Technical notes for Maintenance and Support

  • External Access: VPN
  • Internal deployment notes: no special features
  • Special processes (e.g.: maintenance cycles, cooperation partners, handling of the staging system, etc.): IT-Systemhaus is the main service provider

Marketing and Sales

  • Special contractual arrangements (maintenance, framework contract): none
  • Usable screenshots: none

Other notes and experiences


Tour 3 Documentation System next: Step-by-step instructions
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