# Chatbot project brief

BEIZ Studio | 2026-10-24

Complete the points you know and mark open questions for discussion. Use anonymised examples. Do not include passwords or API keys.

- **Purpose:** the part of your team's work you want to automate.

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- **Channel:** where the customer starts and where an employee continues the conversation.

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- **Audience:** the languages people use when contacting you.

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- **Scenarios:** frequent questions, required fields and the intended outcome of each flow.

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- **Sources:** current services, prices, terms and the person responsible for updates.

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- **Connections:** existing systems and the specific information to read or write.

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- **Human handover:** triggers, the responsible person and the information they need.

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- **Volume:** available enquiry data and known busy periods.

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- **Boundaries:** actions the bot should not take on its own.

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- **Acceptance:** examples you will use together to check the result.

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Guide: https://beizstudio.com/en/journal/chatbot-planning-guide/
Service: https://beizstudio.com/en/services/automation/