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The Power Virtual Agents CAT (Customer Advisory Team) has recently released a customer engagement playbook that can be used by both partners and customers to adopt conversational AI in a successful manner. The Power CAT team typically works with some of the largest chatbot customers on the planet and this playbook is the result of lessons learned from many of those customer implementations. From this playbook, you can expect architectural guidance and project templates/artifacts that set your organization up for success.


In this 32-page playbook, we will discuss the following topics:

  • Engagement Principles
  • Project Team Structure
  • Stakeholder Management
  • Sample Project Overview
  • Workstreams
  • Bot Development Lifecycle
  • Testing
  • Capacity Modeling
  • Go-Live Readiness
  • Post Go-Live Support
  • Reviewing Goals (Outcomes)
  • Licensing
  • Sample Templates

The playbook is available now at https://aka.ms/pvaplaybook.

Additional Power CAT resources:

Matthew Farmer

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