YOUR FREE VIDEO GUIDE

Before You Launch (or Fix) a B2B AI Chatbot

The 10 decisions nobody tells you about. With John Buie and Jason Hagerman.

Watch in order, or jump to what you need.

This is the full guide. About 45 minutes, broken into ten decisions you can take one at a time. If you have a chatbot already, the fastest way to use this is to open it in another tab, ask it three hard questions your real buyers ask, and watch where it bluffs or dead-ends. Then come back here and find the decision that fixes it.

Here is everything covered, in order:

1

The first message.

What your bot says before it knows anything about who is on the other side.

2

When to hand off to sales.

The timing is more delicate than "as fast as possible."

3

The edge of its knowledge.

What happens when it does not know the answer.

4

Scripted vs open.

How much you should control the conversation.

5

Match the tool to your sales process.

Some sales need a needs analysis, some need an instant quote.

6

Speed to lead and routing.

Capturing the lead is the easy part.

7

Tone and voice.

Not cosmetic. It is a credibility signal.

8

Human in the loop.

Capable at launch is not the same as reliable over time.

9

Guardrails.

What your chatbot must never do.

10

Build it yourself, or have it delivered.

Tool vs result.

One thing to do after you watch

If you take one action from this, make it this one. Go back to your own chatbot and run the test. Ask it three specific questions a real buyer would ask, and watch what it does. You will know within minutes which of these ten decisions is costing you the most. That is your starting point.

Keep the playbook coming