For a strategic approach to conversation design, start simple and iterate. Start by designing basic automation, such as an FAQ bot that answers common questions from a predefined list. Once you've tested and refined a basic agent, you can build on it. Use rich features to add a more interactive journey, such as a product search. At this stage, the agent may send users to your brand website to complete a task. Eventually, you can use OAuth to perform identity verification, enabling the whole journey to happen within the agent for a more personalized and convenient experience.
What follows is an overview of conversation design for Business Messages. It describes key components of the iterative design process and a general order of operations.
Build the basics
- Define the use case and related tasks the agent will support. Prioritize a use case with potential for large impact.
- Design a personality for the chatbot that reflects your brand and feels appropriate for the use case.
- Craft a welcome message that sets the user's expectations. Clearly state what the agent can do, and provide conversation starters for tasks the agent supports.
- Map out the ideal path the user will follow from start to end of the journey. To get a feel for the conversation's flow, write some sample dialogs first.
- Write short messages to advance the user step-by-step along the conversation path. Use simple language that mimics the rhythms of natural human speech.
- Use suggested replies and actions that provide clear options for what the user can do next.
- Expect the user to type unexpected things. Prepare fallback responses for any freely typed messages, or "freetype," that the agent doesn't recognize or support.
- Create a handoff strategy for scenarios that require a live agent. After two fallback responses, surface a live agent request suggestion.
- Test the agent with real users.
- Track metrics related to conversational quality. Learn what you need to improve by reviewing survey data and mining users' freetyped messages for insights about the agent's performance.
- Use the feedback to refine the conversational experience.
Advance
- Add another use case to the conversation flow.
- Create a visually dynamic experience using rich cards. Use carousels of rich cards that let users browse a range of options.
- Test the agent and iterate on the design.
Excel
- Add a more complex workflow to the use case.
- Integrate with OAuth to authenticate the user's identity, so they can access personal account information securely within the conversation.