Jodi Lyons: These are the general steps we went through, but really it was a nonlinear process.
Initial research and planning: The first month involved conducting a thorough discovery phase. This included analyzing web data, understanding the company's positioning and aligning on goals for the AI chatbot.
Design and development: The subsequent six to eight weeks focused on the actual development. This phase included designing the chatbot, integrating it with the website and ensuring that it met the project's core expectations and MVP (minimum viable product) criteria.
Choosing the technology: The decision to use a retrieval-augmented generation (RAG) system was a critical step. This technology retrieves and generates responses based on content specific to the company's ecosystem, which was crucial for maintaining control over the content and ensuring a more tailored user experience.
Iterative development and agile methodology: The development process was iterative, with agile methodology at its core. This approach involved short sprints, quick decision-making and continuous adjustments based on feedback, allowing the team to adapt swiftly to challenges and changes.
Testing and refinement: Testing was an integral part of the process, ensuring that the chatbot functioned correctly and met user needs. Feedback from these tests was used to refine the chatbot and improve its performance.
Implementation and launch: After development and testing, the chatbot was implemented and went live on the website. The launch involved monitoring its performance and making further adjustments as needed to enhance its effectiveness and user experience.
Future enhancements: Plans were made for future upgrades, including expanding the content available through the chatbot, integrating it with CRM systems for lead generation and continuously refining the tool based on user feedback and data insights.