# Website Chatbot Workshop: source and answer worksheet

By Alex Rostovtsev

## Prepare the source

- Website / business:
- Topic / visitor question:
- Confirmed fact:
- Conditions and exclusions:
- Source URL or filename and relevant section:
- Checked by / date:
- Next review date or trigger:
- Questions that need a person:
- Person or team responsible:
- Contact route:
- What the visitor should send:

## Review the answer

- Test date / reviewer:
- Chatbot / version or setup:
- Exact question:
- Any follow-up question:
- Answer received:
- Expected source:
- Conditions the answer should retain:
- What needs confirmation or a handoff:
- What needs changing (source, instruction or contact route):
- Person responsible for the change:
- Retest date and exact question:
- Retest answer:
- Remaining question:

## Before it goes on the website

- [ ] Prices keep their conditions.
- [ ] Contact links reach the right team.
- [ ] A phone screen leaves room to read.
- [ ] Unknown answers have a useful next step.

Keep the source record and the exact answer together. Try questions in a visitor's own words, including a follow-up that changes a location or a condition. Recheck after changing the website facts, source material or chatbot instructions.