# Chatbot for Ecommerce — working brief

Store platform and where orders, products and stock levels are kept:
Channels in scope (web widget, WhatsApp, Instagram DM, Facebook Messenger):
Monthly orders, and monthly orders in your busiest sale period:
Store jobs for the bot, in priority order (order status, shipping updates, returns, cart recovery, product questions, payments):
Jobs the bot must finish alone, and jobs it should only triage for staff:
WhatsApp messaging opt-in: where shoppers give it and how it is recorded:
Messages the store sends first (shipping updates, delivery alerts, cart reminders) and how often:
In-chat payments: currencies, countries and the payment record the bot must check:
Return and exchange policy the bot may quote, and who keeps it current:
Staff who will take handoffs in the inbox, by role:
Setup help wanted (store connection, flow build, template approval), in hours:
Pilot job, channel, length and the pass mark for order questions answered correctly:

Blank template. Do not publish completed briefs containing confidential data.