Chatbot Launch Readiness Audit (Delivery)

Chatbot Launch Readiness Audit (Delivery)

1. 01

   Verify the knowledge base covers the top 20 client FAQs with current, accurate answers

   Pull the client's support tickets and sales transcripts from the last 90 days, then confirm the chatbot's training data includes responses for each recurring question. Stale or missing entries here will surface as poor deflection rates within the first week.

2. 02

   Test escalation paths to human agents across every channel the bot will serve

   Simulate a conversation that the bot cannot resolve and confirm the handoff reaches the right team in Slack, Teams, or the helpdesk with full context. A broken escalation route is the fastest way to damage client trust in the automation.

3. 03

   Confirm the bot's tone and branding match the client's style guide

   Review sample responses for vocabulary, punctuation, and emoji usage against the client's published voice. Mismatches read as unpolished to end customers and reflect poorly on the agency's delivery quality.

4. 04

   Validate that the bot complies with data privacy rules for the client's region and sector

   Check whether the platform stores conversation logs, where that data resides, and whether the client's privacy policy discloses chatbot use. Healthcare and finance clients may need additional safeguards before launch.

5. 05

   Run a load test with at least 50 concurrent simulated conversations

   Use a script to fire simultaneous queries and measure response latency and error rates. Most chatbot platforms handle this volume easily, but the test reveals configuration bottlenecks that would surface during a real traffic spike.

6. 06

   Review analytics dashboards with the client to agree on success metrics

   Define the baseline for deflection rate, containment rate, and customer satisfaction score, then set a review cadence. Agreeing on numbers before launch prevents disputes over whether the bot is performing.

7. 07

   Document the rollback plan in case the bot underperforms after going live

   Specify who can disable the bot, how to switch to a fallback web form or live chat, and what communication goes to the client's team. A clear rollback path reduces the blast radius of a poor launch.