Success

Onboarding Quiz

Created: 19 September 2023Last updated: 20 September 2023

Introduction

The “Onboarding Quiz” is a specially designed tool to streamline the initial setup of your chatbot. By answering a series of questions, you can pre-train the assistant to act as if it were an employee of your company, ensuring it interacts with your customers in a manner consistent with your brand and business needs.

Breakdown of the Onboarding Quiz Questions

  1. Your company name:
    • Purpose: To identify and address users with the official name of your company.
    • Example Answer: “TechSolutions Inc.”
  2. Chat name (internal ID):
    • Purpose: For internal tracking and management of different chat instances.
    • Example Answer: “CustomerSupport_001”
  3. Assistant name:
    • Purpose: Gives a personal touch to the chatbot, making interactions feel more human-like.
    • Example Answer: “Sophia”
  4. Chat introduction (greeting message):
    • Purpose: Sets the initial tone and welcomes users to the chat.
    • Example Answer: “Hello! Welcome to TechSolutions Inc. How can I assist you today?”
  5. What is the nature of your business?:
    • Purpose: Helps the assistant understand the core operations and services of your company.
    • Example Answer: “We provide IT solutions and software development services.”
  6. Brief history of your business:
    • Purpose: Equips the assistant with background information, useful for inquiries about the company’s origins or milestones.
    • Example Answer: “Founded in 2005, TechSolutions Inc. has been a pioneer in innovative IT solutions, serving over 10,000 clients worldwide.”
  7. Assistant tone?:
    • Purpose: Defines how the assistant interacts, whether it’s formal, casual, playful, etc.
    • Example Answer: “Professional and courteous.”
  8. Links assistant should send customers:
    • Purpose: Provides users with direct access to important web pages or resources.
    • Example Answer: “Our product catalog: [link], Support page: [link]”
  9. Phone numbers or email addresses it should send customers:
    • Purpose: Enables the assistant to direct users to other channels of communication when necessary.
    • Example Answer: “For further assistance, call us at (123) 456-7890 or email support@techsolutions.com.”
  10. Opening hours:
    • Purpose: Informs users about when they can expect real-time support or services.
    • Example Answer: “We are open from 9 AM to 6 PM, Monday to Friday.”

Why We Need This Information

The Onboarding Quiz is crucial for several reasons:

  • Personalization: Tailors the assistant’s behavior and knowledge to your specific business, ensuring relevance in its interactions.
  • Efficiency: Speeds up the initial setup process, eliminating the need for extensive manual configurations.
  • Consistency: Ensures that the assistant’s interactions align with your brand’s voice, tone, and information.

By taking the time to accurately complete the Onboarding Quiz, you’re setting the foundation for a chatbot that’s both effective and reflective of your business’s values and services.