Onboarding Checklist
Product Overview
Enable functionalities & determine from where to pull content.
Quick Build
Demo & Test
Use Zammo Simulator to demo and test on available channels.
Setup multiple business units & team members.
Easy Install
One-click purchase / install on existing cloud provider.
Fast Setup
Use built-in analytics to view insights & improve performance.
Go Live
Once approved, one-click move from demo to production.
Improve
Getting Started
Project Plan with Zammo.ai Customer Success
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Document the project's requirements, milestones, and deadlines.
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Establish key indicators to measure project success.
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Share the action plan to secure input, support, and commitment.
Week 1:
Procurement & IT Setup
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Assess and validate security compliance for deployment.
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Secure necessary IT approvals for implementation.
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Finalize the purchase and licensing through Azure Marketplace.
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Have the Azure admin set up the Zammo application on your tenant.
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Set up and allocate resources for Azure OpenAI or LLM integration.
Hands-On Training
Week 2:
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Schedule a session with Zammo’s Customer Success Team to learn how to us the Zammo tool, AI best practices, content indexing, bot building, and testing.
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Create a new project in the Zammo portal to begin development.
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Set up the Azure OpenAI Host URL and API key for integration.
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Schedule recurring meetings with Zammo’s Customer Success Team for ongoing support.
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Configure website scraping and document uploads to provide relevant information.
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Define your welcome message, colors, and images to align with your brand identity.
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Use the UI Builder to create feedback systems (i.e. thumbs up thumbs down feedback), multilingual support, and live agent handoffs.
Initial Content Development
Week 3:
Week 4:
Testing
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Conduct initial testing to identify and resolve issues.
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Use data obtained from testing to refine accuracy and engagement.
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Review and confirm V1 content for deployment.
Go-Live
Week 5:
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Move finalized Knowledge Base and Q&A content from “Review/Staging” to “Publish.”
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Copy and paste the provided code snippet onto web pages.
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Transfer the existing number to the new conversational AI system.
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For activating your Microsoft Teams channel, you will need to upload your bot to Teams and have your administrator grant access to your application.
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For activating your Slack channel, you will need to create a new app in Slack, supply the YAML file (provided by Zammo), and then set up your App credential.
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Promote your launch on social channels and websites directing customers to try new AI experiences.
Review, Iterate & Build
Week 5+:
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Schedule a Customer Success training 1-2 weeks after launch to analyze analytics and plan improvements.
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Review raw data daily to identify and address negative bot responses (i.e. bot responses that received thumbs down or negative feedback).
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Make necessary updates to improve accuracy and user experience.
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Measure results against initial program objectives to track success.
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Enhance knowledge base content, expand multi-turn conversations, connect to backend systems and escalate issues to live agents in order to meet program goals.
