Audit intermediate Works with: Any AI

Live Chat and Chatbot Conversion Review

Rubric scoring Has example

Evaluate chat tools for help versus interruption.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Evaluate whether my live chat or chatbot helps visitors or interrupts them. Site and goals: [SITE_AND_GOALS]. Chat tool and behavior (when it appears, greeting, who answers, hours, bot flows): [CHAT_SETUP]. Sample transcripts, anonymized: [PASTE_TRANSCRIPTS]. Data on chat starts, conversions, and satisfaction: [CHAT_DATA].

Score each from 1 to 5 with evidence quoted from the transcripts:
1. Timing and trigger: appears when the visitor might need help, not instantly on every page.
2. Greeting: sets expectations, honest about bot versus human.
3. Relevance: answers match the visitor's question.
4. Speed: first response time; response during off-hours.
5. Resolution: issues solved without bouncing between channels.
6. Handoff from bot to human with context kept.
7. Escape routes: a clear way to reach a person and to close the chat.
8. Data collection: asks only what is needed; privacy notice.
9. Accessibility: keyboard access, screen reader support, focus control, contrast.
10. Business impact: leads, sales, and deflected tickets compared with the noise it adds.

Present a table, a verdict (keep, change, restrict to certain pages, remove), and a prioritized list of improvements with five rewritten greetings. Note limits where the data is thin.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Scores (1-5): timing 2 (opens on every page after 3 seconds); greeting 2 ("Hi! How can I help?" from a bot, not disclosed); relevance 3; speed 4 (first response 20 s in hours); resolution 3; handoff 2 (customers repeat their question); escape routes 3; data collection 4; accessibility 2 (no keyboard focus into the chat); impact 3.
Quote from transcript 4: Customer: "I want to change my delivery date." Bot: "Here are our shipping policies." (irrelevant).
Verdict: change. Trigger only on pricing and checkout pages after 30 seconds. New greeting: "I'm a virtual assistant. Ask about orders and delivery, or choose 'Talk to a person'."
Improvements: pass the transcript to the agent; add keyboard access. Data is thin: 40 transcripts.

• chat
• chatbot