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Decide whether a chatbot is the right service
Begin with the customer’s need, not a preferred technology. Review existing support enquiries, emails, chat logs, repeated concerns, website analytics, and feedback from both customers and support staff. Look for a small set of frequent, bounded tasks where a conversation could genuinely help.
For each candidate task, establish what a person is trying to do, what information they need to provide, and what answer or action would resolve the issue. Then compare a chatbot with improvements to existing help content, navigation, or website search. GOV.UK specifically advises weighing whether those alternatives would be more time- and cost-effective than introducing a chatbot.
| Decision factor | What to establish |
|---|---|
| User-task fit | Is the task frequent and bounded, and can a conversational exchange make it easier? |
| Steps and effort | Can the bot reach a useful answer without unnecessary questions or back-and-forth? |
| Service integration | Can the bot connect to the process that actually completes the task? |
| Knowledge ownership | Who keeps answers accurate when policies, products, or processes change? |
| Recovery and alternatives | What happens when the bot is uncertain, and how can the customer reach a person or another channel? |
| Accessibility and inclusion | Can people with different access needs use the interface, and are other ways to get help available? |
| Testing and maintenance | Can the team test task completion and response accuracy before launch and improve the service afterward? |
Keep an initial release narrow. A gradual rollout helps keep the work focused and gives the team feedback that can guide later iterations. Google’s conversation-design guidance treats the “80/20 rule” as a heuristic: invest in key paths, account for likely detours, and handle rare edge cases proportionately. It is not a guarantee that a particular share of a support service’s requests will be covered by a bot.
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Define the bot’s scope before writing its dialogue
Write a plain-language statement of what the chatbot can do, what it cannot do, and what information a customer may need to provide. Choose tasks whose answers or next actions are clear. Decide in advance when the bot should stop and offer another route instead of trying to stretch beyond its capabilities.
Organize the experience around customer goals rather than internal department names. For each task, document:
- How customers are likely to describe the problem in their own words.
- What information is actually necessary to answer or act.
- The answer, decision, or next step the service can provide.
- The point at which a human or another support channel is more appropriate.
Consider free-text entry, suggested buttons, or a combination. Use the format that makes the next step clearer; do not make customers learn an organization’s terminology before they can get help.
Set expectations in the opening
Tell customers clearly that they are using an automated service. Explain its scope and limitations and, for a natural-language bot, give examples of useful questions. Avoid a fictional human identity or a person-like avatar that could mislead people about who is responding.
Keep turns short and relevant. Ask focused questions and let the customer answer before adding another. A short listening cue can reassure someone that the system has understood and is acting on the request. GOV.UK gives the example, “Ok, I’ll fetch some data on the appeal process for you”. Adapt such cues to the real service, and do not imply that the bot is doing work it is not actually doing.
Tone matters, but it cannot substitute for a useful answer. Microsoft’s conversational-experience guidance emphasizes appropriate, consistent language and respect for customers’ emotional and cultural context. Acknowledge frustration plainly, then move to a practical next step. A bot can use a consistent voice without being given a name or human persona.
Build dialogue around real support language
Use the evidence gathered from the existing service to build a structured knowledge base and representative ways of expressing each need. For an intent-based chatbot, define the goals it should recognize and include the different utterances customers may use for the same goal. Keep the underlying answers owned and maintained by people who know when service information changes.
Design each exchange to advance the customer’s task. A person who says “I can’t print” should not have to know the support team’s technical categories before receiving a useful troubleshooting path. Microsoft uses this kind of example to illustrate an intuitive conversational experience; it does not mean every technical problem is better handled in chat.
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Do not deliver a large block of information when one relevant answer or next step will do. Test both typed requests and any suggested choices with users. GOV.UK advises testing response accuracy before release and using out-of-scope requests and changes in accuracy after launch to identify where coverage or service quality needs work.
What should a support chatbot say when it doesn’t understand?
It should be candid, specific, and helpful. A generic “I don’t understand” that offers no next step leaves the customer to guess. Instead, say what is unclear, ask only for information that is needed, or offer a small number of relevant choices. If the bot still cannot help, state the limit and make another route visible.
- Acknowledge the request. Show that the bot has registered what the customer is trying to do.
- State the uncertainty. Identify the specific detail the bot could not determine, rather than pretending to understand.
- Ask one necessary clarification or offer relevant options. Keep the customer’s effort proportionate to the potential benefit.
- Offer a person or another suitable channel if the issue remains unresolved. Do not keep repeating a failed prompt.
Plan likely detours and failure points while designing the main paths. If a prompt could leave someone stuck, decide how the bot will unblock them before launch. GOV.UK warns that users can get trapped in a conversation loop and recommends providing a real-person transfer or another contact route.
Can I speak to a person?
Make the answer easy to find. Customers should be able to reach a human agent or use another appropriate contact route when the bot cannot resolve their need. Do not make an automated interaction a mandatory first step for every issue.
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In a Gartner survey of 3,566 B2B and B2C customers, fielded in February and March 2026 and reported on August 4, 2026, 87% said access to a human agent was essential when a company uses GenAI for customer service. Gartner also advises against making GenAI a mandatory first step for every issue: attempt automated resolution when confidence is high, while keeping a clear human path available. These findings describe the surveyed customers, not a universal rate or a guarantee about any particular service.
Plan what an escalation actually does: which team or channel receives the customer, what information should pass along, and what the customer should expect next. Keep other options such as webchat or a phone call in view where they are part of the service.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Make accessibility, alternatives, and follow-up part of the service
Plan for accessibility from the start and test the actual interface with users. MITRE’s Chatbot Accessibility Playbook, informed by a review of industry and academic literature and a small user study, contains five development “plays” and checklists for accessibility assessment and user research. Consulting the playbook is not evidence that a specific implementation meets a legal requirement.
Do not make chat the only route to support. Maintain alternatives for people for whom the interface, context, or task makes chat unsuitable. GOV.UK recommends giving customers a way to refer back to the exchange, such as a downloadable or emailed transcript. Tell them about that option before the session and keep its controls visible.
Best Value
If the service stores personal data, account for applicable privacy obligations. GOV.UK points to GDPR obligations and ICO guidance, but the rules that apply depend on the organization, operating geography, and data practices. A general design guide cannot establish whether a particular deployment is compliant.
Measure whether the chatbot helps
Evaluate completion of the customer’s task and the accuracy of the bot’s response before launch. After launch, review failed and unsupported requests, customer feedback, points where people abandon or repeat themselves, changes in the knowledge base, and whether escalation resolves the issue. Place the chatbot where customers need support, make it discoverable without obscuring core service information, and test placement with users.
Microsoft’s Bot Framework design guidance offers useful outcome questions:
- Does the bot solve the customer’s problem with minimal back-and-forth?
- Is it better, easier, or faster than the relevant alternatives for this task?
- Is it available on the platforms customers care about?
- Can it help when a customer gets stuck, including through live-agent handoff or relevant help?
Choose measures that reflect the service’s actual task. A conversation count alone cannot show whether customers got an answer, completed an action, or needed to start over somewhere else.
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Quick Recap
Sources and further guidance
- GOV.UK: Using chatbots and webchat tools
- Microsoft Learn: Principles of conversational experience design
- Microsoft Learn: Conversational user experience in the Bot Framework SDK
- Gartner: 2026 survey on human-agent access and customer use of GenAI
- MITRE: The Chatbot Accessibility Playbook
- Geovana Ramos Sousa Silva and Edna Dias Canedo: Towards User-Centric Guidelines for Chatbot Conversational Design
- Google for Developers: Conversation Design—Design for the long tail
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