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


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

  • Zynga
  • Western Union
  • BBVA
  • Virgin Media
  • Brex