AI TRAINING
Build Your First SME Chatbot in One Day
Ship a live, knowledge-grounded chatbot for your website or WhatsApp without writing a single line of code.
What it covers
A hands-on one-day workshop that takes non-technical participants from zero to a deployed chatbot connected to their own knowledge base. Participants evaluate leading no-code vendors (Intercom Fin, Ada, Dust, Voiceflow) against their use case, configure conversation flows, and go live by end of day. The session covers knowledge-base setup, fallback handling, escalation to humans, and basic performance metrics. Format is 40% guided instruction and 60% build time on each participant's real business scenario.
What you'll be able to do
- Select the right no-code chatbot vendor for your business size, channel, and budget using a structured decision rubric
- Build and publish a retrieval-grounded chatbot connected to your own FAQ or document knowledge base
- Configure escalation rules so unanswered queries route to a human without frustrating the customer
- Measure chatbot containment rate and identify the top failure topics within the first week of live traffic
- Apply a GDPR-ready data-handling checklist to your chatbot configuration before going live
Topics covered
- Vendor comparison: Intercom Fin vs Ada vs Dust vs Voiceflow — when to use which
- Structuring and uploading a knowledge base for retrieval-grounded answers
- Designing conversation flows and fallback paths
- Connecting the chatbot to a website widget or WhatsApp Business API
- Escalation logic: handing off to a human agent cleanly
- Setting containment rate and CSAT targets for your first month
- Basic prompt tuning to reduce hallucinations
- Privacy checklist: what customer data your chatbot stores and where
Delivery
Delivered in person or via interactive video call (Zoom/Teams with breakout rooms). Each participant works on their own laptop with a free-trial or existing vendor account. Facilitator provides a shared Notion workspace with templates, decision matrices, and a vendor comparison table. Hands-on build time accounts for roughly 60% of the session. A 30-day async Slack channel for follow-up questions is included in the standard package.
What makes it work
- Prepare a curated, well-structured knowledge base of at least 20 Q&A pairs before the workshop day
- Assign a single internal owner who reviews chatbot failures weekly for the first two months
- Start with one channel (website widget or WhatsApp) and expand only after the containment rate exceeds 60%
- Run a soft launch with internal staff for 48 hours before opening to real customers
Common mistakes
- Dumping an unstructured PDF library into the knowledge base and expecting accurate answers — chunking and tagging content first is essential
- Skipping escalation design entirely, leaving customers stuck in dead-end loops with no way to reach a human
- Choosing the most feature-rich vendor instead of the one that fits current team size and budget, leading to low adoption
- Going live without a GDPR review, storing customer chat logs in a jurisdiction or retention period that violates policy
When NOT to take this
If your organisation already has a dedicated CX engineering team and existing conversational AI in production, this beginner no-code workshop will be too introductory — opt for a practitioner-level NLP or LLMOps training instead.
Providers to consider
Sources
This training is part of a Data & AI catalog built for leaders serious about execution. Take the free diagnostic to see which trainings your team needs.