Brief templates › Chatbot Brief · Last updated October 24, 2026
When to use this chatbot brief
Use it when scoping a chatbot or conversational assistant: purpose, tone, integrations, hand-off to humans and data handling.
- 26 questions
- Free to copy
- Editable in MyBriefy
The 26 questions
- What is the primary purpose of implementing a chatbot?
- Who will primarily interact with the chatbot (customers, employees, partners, etc.)?
- What are the typical demographics and behaviors of the target users?
- What tasks should the chatbot be able to perform (e.g., answering FAQs, lead generation, customer support, order tracking)?
- On which platforms will the chatbot be deployed (website, mobile app, Facebook Messenger, WhatsApp, etc.)?
- Should the chatbot be rule-based (scripted conversations) or AI-driven (machine learning with NLP)?
- Should it operate in a single language or support multiple languages?
- What tone of voice should the chatbot use (formal, casual, professional, humorous)?
- Should the chatbot use predefined scripts or generate dynamic responses?
- Which systems or tools does the chatbot need to integrate with (e.g., CRM, CMS, ERP, third-party APIs)?
- Are there existing data sources the chatbot should access (e.g., knowledge base, FAQs)?
- Should the chatbot handle payments or process transactions?
- Should the chatbot escalate issues to human agents?
- Should it gather and store user data for future interactions?
- Should the chatbot have a visual interface (e.g., buttons, quick replies) or rely solely on text?
- How will the chatbot’s design align with your brand identity?
- What key performance indicators (KPIs) will be used to measure the chatbot’s success?
- What goals should the chatbot achieve in the first 3-6 months?
- Should the chatbot provide users with onboarding or instructions on how to use it?
- Should the chatbot remember past interactions with repeat users?
- Who will oversee chatbot updates and maintenance?
- How frequently should the chatbot’s data and responses be updated?
- What data will the chatbot collect during interactions? Are there specific privacy regulations (e.g., GDPR, CCPA) the chatbot must comply with?
- Are there any additional tools or resources needed to support the chatbot?
- How will the chatbot handle issues it cannot resolve (e.g., redirect to a human agent)?
- How will user feedback about the chatbot be collected and analyzed?
“Copy for AI” makes a prompt for ChatGPT, Claude or Gemini that walks you through this brief.
Skip the copy and paste. In MyBriefy this brief is ready to send: your client answers online, you both comment on the answers, and the approved brief stays on the client's record.
Send this brief freeHow to use it in MyBriefy
- Start a free 30-day trial and add your client. 30 clients and projects are free on every paid plan, and you can add more as you go.
- Pick the Chatbot Brief template. Add your own questions or hide the ones that don't fit the job.
- Share the brief with your client. They answer online and approve it, and comments stay next to each answer.
- Work from the approved brief. Turn it into tasks, a contract or an invoice with the add-ons when you need them.
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Questions about this template
- Is this chatbot brief template free?
- Yes. Copy the 26 questions for free, or use them in MyBriefy, where you can try everything free for 30 days with no credit card.
- Can I change the questions?
- Yes. In MyBriefy you can add your own questions or hide the ones that don't fit the job before you send the brief. If you copy them instead, they're yours to edit however you like.
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