AI Chatbot Setup Checklist
Configure an AI chatbot for your website that handles inquiries, qualifies leads, and books appointments around the clock.
AI Chatbot Setup Checklist This free checklist covers 17 items across 4 sections to help you complete every step without missing anything. Browse all scheduling checklists.
Your Checklist
17 items across 4 sections
1Knowledge Base4 items
- Business hours, location, and contact info loaded
- Full service menu with descriptions and pricing added
- Top 20 FAQs written and programmed
- Policies (cancellation, refund, late arrival) included
2Booking Integration4 items
- Chatbot connected to real-time scheduling calendar
- Service selection flow configured within chat
- Date and time picker integrated into conversation
- Booking confirmation sent after chat booking
3Widget Design4 items
- Chat icon color and position match your brand
- Welcome message written and personalized
- Quick-action buttons added (Book Now, Hours, Pricing)
- Avatar or brand icon added to the chat window
4Testing & Optimization5 items
- Full booking flow tested via chat on desktop
- Full booking flow tested via chat on mobile
- Edge cases tested (no availability, unknown questions)
- Human escalation path verified and working
- Chat transcript logging enabled for review
Tips for Success
Pre-program quick-reply buttons for the most common actions — it speeds up conversations and reduces friction.
Set the chatbot to proactively greet visitors after 10 seconds on the page. Proactive greetings increase engagement by 30%.
Review chat transcripts weekly and add any new frequently asked questions to the knowledge base.
Frequently Asked Questions
Can the chatbot handle complex questions?
It handles most common questions accurately. For complex or sensitive issues, it escalates to a human team member.
Does it work on mobile?
Yes. The chat widget is fully responsive and works on all devices and screen sizes.
How do I measure chatbot ROI?
Track bookings attributed to the chatbot, conversations handled without human intervention, and after-hours conversion rates.
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