Onboarding Resources

Account Set-Up

• Assembling Your Chatbot Development Team
• Completing Your Onboarding Form
• Setting Your Target Launch Date
• Selecting a Target Population for Launch

Knowledge Base Set Up & Bot Testing

• What is a Knowledge Base?
• Knowledge Seeding
• Knowledge Base Review
• Knowledge Base Training

Uploading Contact Data

• Interactive Training: Sending Text Messages
• Identifying Contact Data Needed
• Sharing Contact Data with Mainstay

Campaign Best Practices

• Drafting Your Introduction Script
• Drafting Your First Campaign Scripts
• Incorporating Fun
• Creating a Campaign Plan