The bot development canvas step by step guide

The idea of developing and implementing a chatbot into your business can be very overwhelming. That’s why we have put together a step by step guide for planning your bot development using our new bot development canvas.

Firstly, you will need to download a copy of the bot development canvas to fill out. You can download one here.

Now, straight to business in just 10 easy steps.

Step 1: set your objectives!

Your objectives should be specific to what you want to get out of having a chatbot. What do you want the bot to be able to do? How does this contribute towards the overall aim of your company? How do you want it to create value for your customers?

Step 2: who are your customers?

To design a product for your customer you must first have a good understanding of who they are. Who is your target demographic? What are their needs? What are their motivations? Frustrations? With this information, you should be able to get a good understanding of who you are catering for and how you can help them.

Step 3: what channels do they use?

This step is about understanding the channels and platforms your customers use. Let’s say there is a popular platform they all use, that you don’t know a lot about. You are missing a perfect opportunity to engage with them. By catering to your user’s preferences, you will be able to have better conversations with them.

Step 4: what do your users intend to use them for?

This section helps you identify what your user wants to get out of the chatbot. Is it to navigate your website? Do they want support? Do they want to be able to make a simple purchase? It is essential to understand what your customer wants, so your bot can meet those needs.

Step 5: what are your expectations?

This step is more focused on managing your expectations and what you can expect from the bot at a technical level. This is where you decide how well the bot is able to respond to certain tasks. Some things you might expect from the bot could be:

  • how well it responds to prompts
  • it’s understanding of natural language
  • how easy the user/bot interaction is
  • can the bot learn and retain information?
  • how well the bot deals with errors

Step 6: what is your financial plan?

Look at how your chatbot may affect the business financially. There are costs associated with implementation so it is important they provide a positive return on investment. This looks at how you might balance your budget to achieve this.

Step 7: what do you want the chatbot to be able to do? Or not do?

If anyone thinks there should be something included or excluded from the bot, then this should be added to the canvas plan. This could be something that is important to have but is not outlined in the user sections.

Step 8: what data do you need, and from where?

Chatbots require useful data in order to function. This step aims to identify where that data is coming from, and what data is needed to complete certain tasks.

Step 9: double check the chatbot is right for your company

After going back over all this planning, you may decide that a chatbot is or isn’t right for you. Therefore it’s important to double check, so resources aren’t being wasted. If chatbots aren’t right for you then new ideas and solutions will have to be developed instead.

Step 10: prepare yourselves… and get ready to design your bot!

The final step in the planning process is to make sure your business is prepared to accommodate this new technology. After that… Go time!

The step by step guide should stand you in good stead to implement your best possible bot. Enjoy the use of your new chatbot!

If you’re having trouble filling out the canvas or would like more information about the bot development canvas or any of Prefer’s other services, feel free to email us at