# Best Chatbot Platform — working brief

Bots planned in the first year (purpose and owner of each):
Flows per bot, marking any that already exist in another tool:
Channels each bot runs on (WhatsApp, Facebook Messenger, Instagram DM, web widget):
Monthly conversations, and flows started per conversation:
Systems the bots read or update (order system, CRM, booking calendar, help desk):
Lookups or updates per flow (external actions):
WhatsApp templates the bots send, by category:
Who edits and who may publish bot changes:
Expected changes per month (replies, prices, policies, new paths):
Testing required before each publish (regression script, test numbers):
Handoff rule and the team that receives handoffs:
Data to export if you leave (flows, contacts, conversation history):

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 Do not publish completed briefs containing confidential data.