Initial Design 

Step 3: Start Solutioning!

• Once you have locked in on the use-cases, user persona, and bot persona, you are ready to start designing a flow. 
  • If you are designing an FAQ bot, ensure you have all the questions and answers at this stage. At Haptik, an FAQ template is used by Conversation Designers to categorize FAQ data. 
  • For use-cases defined in the proposal, check if Smart Skills are available.
• Now, you can start building the architecture on your design tool (Lucidchart, Figma, etc) taking into consideration positive and negative journeys, edge cases, user says variations. Also, outline the APIs that would be required in the journey. This is the V1 of the design. 
• Once you share the V1 of the design with your team or business, raise all your questions and clarifications in a round of discussion to consider all the requirements of your brand or of your business.
• If you are working with a business, you can conduct a design walkthrough of V1 and then take part in solutioning with the business so as to receive feedback and provide suggestions. 
• Following the business's feedback, rework the design to include more details, including API/code blocks, and all edge and error cases. This is the V2 of your design. The V2 design should match the API information with the edge cases.
• Once V2 is completed, repeat the design walkthrough process with your team or business. 
• Incorporate all the feedback from the V2 design walkthrough and this will be your V3 or final version of the design. The V3 design should be a refined version of V2, with finalized copy based on the bot persona.
• At this stage, you are ready to start building the bot. If you work with a business, request a sign-off on the design to begin the building process.

Click here to read more about Phases 3 and 4: Final Design and Launch