Guide

Start with one
useful conversation.

A practical guide to defining the first experience you want an assistant to support.

Planning worksheet

Prepare one useful conversation.

Capture a real visitor need, the information that can answer it, and the limits that keep the first experience clear. Your notes stay on this page. Print them before you leave to keep a copy.

Discuss this plan in a demo

01 Start with the question

Choose a question people already ask. Keep it specific enough to recognise a useful answer.

The question we hear

Who asks it, and when?What would a useful outcome be?

02 Name the source

List the information an answer should draw on. A source needs an owner and a way to keep it current.

The information we would provide

Who owns and checks it?What changes often?

03 Set the boundary

Decide what the first experience should cover, and what it should make clear is outside its scope.

It can help withIt should not decide or promise

04 Place it in the moment

Where would this be useful?What should a visitor see around it?

05 Agree what to review

Choose a small number of observable checks for the first experience. Do not assume an outcome before testing it.

After trying it, we will review

Start with oneuseful conversation.

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Coverage planner

Start with one question. See where it could go.

Start with one
useful conversation.