Use case / Project scoping
Project scoping
Our AI chatbot collects the goals, scope, timing and budget of each new project through a natural conversation, so your team starts with a complete brief.
A rough idea becomes a clear brief
Why use a chatbot for project scoping
A blank enquiry box can produce a message as short as “Can you help?” A long form can ask too much too soon. Conversational project scoping sits between the two. It invites a visitor to explain the idea, then asks the specific questions that help your team understand scope, timing and the appropriate next conversation.
What your customers see
How the chatbot conversation works
01
Let the visitor describe the idea
Begin with a broad question and retain the visitor’s own description instead of forcing a premature classification.
02
Build the relevant context
Ask for the details that matter to that project type, such as the setting, location, objectives and intended timeframe.
03
Explain the review
Tell the visitor what your team will consider next and guide them to the agreed enquiry destination. Avoid implying that the project has already been accepted.
A conversation like yours
An example chatbot conversation
Trained on your business
Your project categories, service boundaries, intake questions, location requirements and the process for reviewing a new brief.
When the chatbot hands over to your team
An initial brief is not a feasibility assessment, quote or contractual commitment. Your team defines which information belongs in the first conversation.
We agree where each enquiry goes before launch: your form, booking link or team contact. If you need an extra connection, we’ll scope it with you.
Frequently asked questions
Get a project scoping chatbot for your website
Show us your website and tell us what a great lead looks like. We’ll show you what your chat could sound like.