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Build a Chatbot Proof of Concept

Create value for your business with your chatbot implementation.

  • Implement a chatbot proof of concept mapped to business needs.
  • Scale up customer service delivery in a cost-effective manner.
  • Objectively measure the success of the chatbot proof of concept with metrics-based data.
  • Choose the ticket categories to build during your chatbot proof of concept.

Our Advice

Critical Insight

  • Build your chatbot to create business value. Whether it is increasing service or resource efficiency, keep the goal of value in mind when making decisions with your proof of concept.

Impact and Result

  • When implemented effectively, chatbots can help save costs, generate new revenue, and ultimately increase customer satisfaction for both external- and internal-facing customers.

Build a Chatbot Proof of Concept Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should build a chatbot proof of concept, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Form your chatbot strategy

Build action-based metrics to measure the success of your chatbot proof of concept.

2. Build your chatbot foundation

Put business value first to architect your chatbot before implementation.

3. Continually improve your chatbot

Continue to grow your chatbot beyond the proof of concept.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.


Overall Impact


Average $ Saved


Average Days Saved




$ Saved

Days Saved

Framingham State University

Guided Implementation




Kansas City Chiefs Football Club

Guided Implementation




Cross Country Mortgage, Inc.

Guided Implementation




Kichler Lighting

Guided Implementation




University Of Regina

Guided Implementation




Workshop: Build a Chatbot Proof of Concept

Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Build Your Strategy

The Purpose

  • Build your strategy.

Key Benefits Achieved

  • Calculate your chatbot’s ROI to determine its success.
  • Organize your chatbot proof of concept (POC) metrics to keep the project on track.
  • Objectively choose chatbot ticket categories.




Customize your chatbot ROI calculator.

  • Chatbot ROI Calculator

Choose your proof of concept ticket categories.

  • Chatbot POC Implementation Roadmap

Design chatbot metrics to measure success.

  • Chatbot POC Metrics Tool

Module 2: Architect Your Chatbot

The Purpose

  • Architect your chatbot.

Key Benefits Achieved

  • Design your integrations with business value in mind.
  • Begin building chatbot decision trees.




List and map your chatbot integrations.

  • Chatbot Integration Map

Build your conversation tree library.

  • Chatbot Conversation Tree Library

Module 3: Architect Your Chatbot Conversations

The Purpose

  • Architect your chatbot conversations.

Key Benefits Achieved

  • Detail your chatbot conversations in the decision trees.




Build your conversation tree library.

  • Chatbot Conversation Tree Library

Module 4: Continually Grow Your Chatbot

The Purpose

  • Continually grow your chatbot.

Key Benefits Achieved

  • Identify talent for chatbot support.
  • Create an implementation plan.




Outline the support responsibilities for your chatbot.

  • Chatbot POC RACI

Build a communication plan.

  • Chatbot POC Communication Plan

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.


Overall Impact

Average $ Saved

Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Form your chatbot strategy
  • Call 1: Scope requirements, objectives, and your specific challenges.
  • Call 2: Build a measure for the chatbot POC ROI.
  • Call 3: Design metrics and choose ticket categories.

Guided Implementation 2: Build your chatbot foundation
  • Call 1: Architect the chatbot integrations.
  • Call 2: Build the conversation trees.

Guided Implementation 3: Continually improve your chatbot
  • Call 1: Identify future steps for the chatbot.
  • Call 2: Build your chatbot support team.
  • Call 3: Choose implementation steps.
  • Call 4: Summarize results and plan next steps.


Benedict Chang


  • Martin Frascaroli, CEO, Aivo
  • 4 anonymous contributors, various chatbot vendors

Search Code: 96089
Last Revised: February 2, 2021

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