# Best Chatbot Builder — working brief

Flows to build first (e.g. order status, appointment booking, lead capture):
Channels each flow must run on (WhatsApp, Instagram DM, Messenger, web widget):
Person who will build and edit the flows, and their technical background:
Expected monthly conversations per flow:
Flow steps that read or write data in other tools (store, CRM, spreadsheet, calendar):
Handoff rule: when the bot passes a chat to a person, and who receives it:
Team members who need access, by role (flow builder, agent, admin):
WhatsApp Business API status (new number, existing number, number with another provider):
Payment steps inside a flow (yes/no, currency, what is being paid for):
Existing flows to migrate, and the tool they run in today:
Setup help wanted from the vendor, in hours or named tasks:
Pilot length and the success measure for a go/no-go decision:

Blank template. Do not publish completed briefs containing confidential data.