Chatbot Renewal Evidence Pack (Retention)
A checklist with 7 steps: Pull 90 days of conversation volume, containment rate, and captured-lead counts before the renewal conversation is scheduled.
By InnovaAI ResearchPublished
What are the steps?
Chatbot Renewal Evidence Pack (Retention)
- 01
Pull 90 days of conversation volume, containment rate, and captured-lead counts before the renewal conversation is scheduled
Export from the platform's own analytics rather than rebuilding numbers in a slide deck. Havlo and SiteGPT both expose per-site conversation and lead reporting that can be pulled directly.
- 02
Tie at least three captured leads to closed revenue the client can verify
Ask the client's sales lead to confirm deal names or account IDs. A chatbot retainer survives on attributed pipeline, not on chat volume.
- 03
Document every unanswered or escalated question from the quarter as a knowledge base gap
Group them into themes and show how many were resolved after the last content update. Brevn's conversation inbox keeps full thread context, which makes this audit a read rather than a reconstruction.
- 04
Reconcile platform cost against the retainer line before proposing any change
Compute the client's monthly tool cost plus your management hours, then compare against the fee. Forrester's 2027 outlook flags compute-driven price increases on API-dependent tools, so build a buffer into any multi-month commitment.
- 05
Confirm the client still owns the conversation data and can export it
Test the export yourself and store a copy. Vendor lock-in is the stated risk in this category, and a client who cannot leave is a client who eventually resents staying.
- 06
Present one expansion option with a scoped price, not a menu
Common next steps are a second site, WhatsApp or Telegram routing, or an AI visibility audit tied to the same query set. onWebChat and Typebot both support multi-channel deployment, which keeps the expansion inside tooling you already manage.
- 07
Log the renewal decision and the evidence pack in the client's account record
Note what convinced them, what they pushed back on, and the next review date. This becomes the starting brief for the following quarter's content and routing work.