Scope
This guide covers daily operation for Web Chatbot. Availability depends on your tenant package, role and configured providers.
Purpose
Deploy project-aware website conversations and lead capture.
Review conversations, captured context and escalation needs.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Review conversations, captured context and escalation needs.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Answer supported questions and route qualified conversations.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Measure starts, engagement, handoffs and captured intent.
Verify the result
Measure starts, engagement, handoffs and captured intent. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Bound knowledge, disclosure, permissions and human escalation. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.