The Beginner's Worksheet for Building Customer Service Bots

What will you take away?

  • Step-by-step instructions to create a bot workflow in minutes
  • Use cases for quickly scaling your support team without adding headcount
  • Best practices to streamline the support journey end-to-end

What's in this worksheet?

Building a bot has never been easier. In fact, creating a unique workflow for a custom bot takes a matter of minutes, and requires very little technical knowledge if you have the right tools (hint: Helpshift).

Use bots to do the heavy lifting, all while maintaining a seamless conversation for the customer. Download this helpful worksheet to map out your customer service bot journey.

Download Worksheet

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"Customizable bots can be used for every single stage of the customer journey without sacrificing the user experience.”

  • Microsoft
  • Western Union
  • BBVA
  • Virgin Media
  • Xfinity