Workbook & Checklist: Best Practices for Opening WhatsApp and Other Messaging Channels

Messaging is the preferred platform of people in their personal lives, but businesses are a decade behind them in adopting the channel: they’re still using expensive traditional channels like email and phone.

This 16-page workbook and checklist outlines the project structure necessary to succeed in conversational at an enterprise level.

• Scope and use case: learn how to define and test a viable, messaging-specific use case
• Customer experience: determine when AI is something you should use, and what role it plays
• Go-live strategy: see how to scale the channels once open to ensure high quality customer experience
• Evolve: how to apply an MVP and grow with lean development