Free Blueprint
CHATBOT
BLUEPRINT
Build a customer support chatbot in one weekend. 7 steps. No code. Real results.
STEP 01
PICK YOUR PLATFORM
You don't need a custom app. Start with what your customers already use. Instagram DMs, WhatsApp, Telegram, or a website widget. One platform, one chatbot. Don't over-engineer it.
Key Decision
Instagram DMs for B2C, Website widget for B2B, Telegram for communities
STEP 02
DEFINE THE 5 QUESTIONS
Every business gets the same 5 questions over and over. Pricing, availability, process, timeline, contact. Write out your ideal answer to each one. That's 80% of your chatbot done.
Key Decision
Your chatbot only needs to handle 5-10 scenarios to be useful
STEP 03
WRITE THE SYSTEM PROMPT
This is your chatbot's personality and rules. Keep it under 500 words. Include: who you are, what you do, tone of voice, what to never say, and when to hand off to a human.
Key Decision
Tone: professional but warm. Never make up prices. Always offer to connect with a human.
STEP 04
ADD YOUR KNOWLEDGE BASE
Feed the chatbot your FAQ page, pricing doc, service descriptions, and past customer emails. This is its memory. The better the docs, the better the answers. Garbage in = garbage out.
Key Decision
Start with 5-10 docs. Add more as you see what the bot gets wrong.
STEP 05
BUILD THE FALLBACK
The chatbot WILL get questions it can't answer. Plan for it. Set up a graceful handoff: 'Let me connect you with Flo for that — he'll reply within 2 hours.' Never leave someone hanging.
Key Decision
Auto-notify you on Slack/email when the bot escalates
STEP 06
TEST WITH REAL HUMANS
Give 5 friends the link. Tell them to try to break it. Ask stupid questions, edge cases, typos. Every failure is a prompt improvement. Test for 3 days before going live.
Key Decision
Track: accuracy, response time, handoff rate, user satisfaction
STEP 07
LAUNCH AND ITERATE
Put it live. Monitor the first 50 conversations. Fix what breaks. Most chatbots fail because people launch and forget. Spend 15 min/week reviewing conversations and improving the prompt.
Key Decision
Set a weekly calendar reminder: 'Review chatbot logs'
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