Polish your bot

Expected completion 10 minutes.

Before you launch your bot, you want to make sure it’s accurate, complete, and looks and feels good! The process of polishing your bot will help you catch any little mistakes, such as typos or logic errors, that you may not have noticed yet.

We’ve created a bot polishing checklist to help you check the functionality, completeness and consistency of your bot, and find any areas for improvement. Even though your bot doesn’t have to be perfect for launch, you’ll still want it looking its best.

Bot Polishing Checklist

Functionality: The first thing we want to confirm before launch is making sure that the bot works. 

Does the bot perform its intended purpose?

Does the bot relieve pain points for your users?

Hint: Think back to Module 2. What do your users want and need from your bot? What did you identify as your users’ pain points? 

Completeness: On your own or with testers (see Module 4), you should test every possible branch and output. (An “Oops…” error message is a clear indicator of a broken connection or incomplete rules!)

Does every branch in the bot function as expected?

Have you tested every possible pathway?

Have you generated every output document and checked that it is properly populated?

Hint: to make all of this testing quicker, switch your bot to a Form rather than Chat (instructions here) so you can change previous answers to test different pathways. If you need a refresh on logic, you can always go back to Module 3 to hone your skills!

Consistency: Is the language of your bot correct, professional, and consistent?

Have you checked your bot for spelling, capitalisation and punctuation errors?

Have you checked your bot for grammar mistakes?

Have you checked your bot for consistency in tone throughout?

Does the design look and feel good from the user’s perspective?

Hint: Keep a running list of edits and revisions in a separate document so that you can go back and edit them all at once rather than jumping back to the dashboard every time you notice an error. And if you want to improve the design of your bot, go to the Design tab to add some styling (instructions here).

Improvement: During testing, did you notice – or did your testers mention – how your bot could be better?

Is there anything that can be made better?

Should anything be added to your bot?

Should anything be removed from your bot?

Hint: your bot doesn’t need to be perfect in order to be launched! You can leave more substantial changes for a later version.

At the end of this module, you can interact with a bot that will automate a tailored checklist for you containing all the things you need to do before you launch your bot, including this polishing checklist. So for now, head to the next session to learn what else you need to do to get ready for launch. 

Go to the next session →