Creation of a chatbot for manufacturer's website

1. About the task in short
Lingerie manufacturer had just updated its distribution system and started to sell online using online retail shop. Results of several weeks of advertising and selling made them think that leads were not converting because of some barriers that I had to identify and get rid of.
I used webvisor by Yandex Metrics for observing website visitors browsing history, click maps and traffic reports in order to find entry and exit points and their patterns. This analytics led me to a hypothesis that visitors need quick consultations on the website to ask for some questions about new to the market product offered on the website. Such functionality had to be added to the website.
2. Research of artificial intelligence options and capabilities
Before starting the project I gathered the requirements and constraints in order to choose one of the schemes of interaction with website visitors. Key requirement was to provide user with maximum relevant information for decision making in minimum possible timeframe.
For this purpose we decided not to use such instruments as Jivosite, which in fact transfered leads to managers as this option had proven to have insufficient efficiency. Product’s specific features required that accurate and relevant information for the visitor should be provided without human interaction.
I started to look to consultant bots which immediately provided information after some interraction with them and which compliment website’s interface. Initially I looked at Telegram bots but due to possible blocks of this service in Russia we decided to use another B2C chatbot.
We stopped at cloud service Pandorabots which could be quickly set on manufacturer’s website using footer’s script. Thus I could spend most of the time on content generating, collecting frequently asked questions and correct answers which was good because of limited resources for this project.
Simple script used in footer of website which started chatbot
Choice between scripted and machine-learning bots was easy because the former one was much cheaper and faster to implement. Also scripted chatbot suited better for specific offers on website. Thanks to analysis of questions asked by visitors of the website in previous several months, I could elicitate blocks of questions which covered almost all types of visitors' questions.
While populating chatbot with information and scripts I decided to emphasize on ready-made questions instead of typing random text to the chatbot as it drastically increased the speed of interacting with the chatbot. In result, we shaped business requirements to create dialog bot with user-friendly interface and convenient backend for the administrator. Pandorabots perfectly fit our task and offered flexible plans paying only for interaction with the chatbot.
3. Gathering and structuring question for chatbot
One of the most important part of the project was elicitation of users' questions and inquiries which came from website and partners. This information formed the basis for specification document for website interface, content adjustments and advertising campaign as well as SEO.
Incoming information was not structured and was stored in different formats: from emails to notes in manager’s notebooks written after telephone conversations with clients. I was heading to collect all this information, structure it which was possible only by laborious and hard work. Analysis was made to categorize questions and identify frequency of these questions.
4. Creation of dialog tree using UML
After elilcitation I had to create the structure of questions to simplify access of users to the required answers. I had to create answers tree which was a base for AIML (markup for AI). AIML is a XML dialect and it is easy to read and use.
Part of dialog tree for creating AIML structure
This tree quickly received very wide branches and it became inefficient to store information for the chatbot backend. I decided to use this tree only to store information about markup files and connections between them and information for AIML files was saved in XLS file as it was easy to search information in it, add rows and copy data from it.
Information for AIML files stored in Excel
5. Creation of dialog bot in the backend
Thanks to user-friendly interface the process of AIML files creation and their linking was not difficult but I had to have accurate linking tree which had been created beforehand using UML. Thanks to this diagram, numerous connections of routes of answers followed to correct AIML files.
Example of the backend interface where I could check links
AIML files were created using tags and information about them was provided by the developer in chatbot instructions. I experienced several difficulties writing a deployment code but thanks to IT support and rule of thumbs the chatbot worked according to the expected algorythm.
Example of AIML file with text and tags which simulated the process of writing an answer to the visitor
6. Creation of business requirements document
The distinct feature of this project was a method of interaction between the developer and the client. In fact business analyst received a task which evolved to the pattern of interaction when business analyst and developer became the same party. This situation happened mainly due to the lean approach to goal achievement when cookie-cutter instruments were used as much as possible.
Usually enterprises order chatbots from certain companies or freelancers and in such cases business requirements document and specification document are obligatory. But this project I could complete by my own efforts in shortest timeframes and I decided not to pay much attention to the business requirements document for my own use.
The main document was a project implementation plan with deadlines for different stages of it. These tight deadlines helped me be in bright-eyed and bushy-tailed.
7. Results of the project
Increase of users' retain rate
The main task — increase of website visits quality — was reached. Stats showed that conversion of leads into customers increased by 50%.
Acqusition of additional stats
Thank to integrated metrics in chatbot service we could receive information about users' questions and their route inside the chatbot. This information was used to increase quality of content and SEO.
Decreased costs of consulting clients
Chatbot increased the quality of consulting the clients thanks to stats and optimizing costs on non-converting leads. Users timely received relevant information about the product during days-off and off hours.
Increased conversion rate on other distribution channels
We noticed increase in conversion rate on channels beside manufacturer’s website as part of the users visited website as an informational resource.
8. Challenges I faced during implementation of the project
Business analyst must bravely face the difficulties and always search for an approach to different personalities and technical challenges. There are no circles of despair.
Segmentation of information to be structured
The most labor intense part of the project was elicitation from different sources to provide chatbot with relevant data. It was impossible to automate this process so this task required much perseverance and substantial amount of time. After completing this task I offered to structure incoming inquiries in company’s CRM system.
Encoding problem when using Cyrillic characters
While creating deployment script which was added to the footer of the website, I found an encoding problem when all Cyrillic characters in an initial message of the chatbot were substituted with ♦. That required interaction with developers, website admin as well as learning about the problem by myself.
Debugging and simplyfing of dialog menu to increase usability
Substantial amount of information which was added to chatbot knowledge base required scrutinous checking of AIML libraries and relevance of answers. Users routes analysis brought us to the necessity to simplify chatbot answers by optimizing available options. I had to balance relevance of information and chatbot usability.

I'm open to job offers. If you are interested in my skills please contact me:

E-mail: 7341414@bk.ru
Phone: +7 905 734-14-14
Social links: Facebook | LinkedIn
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