Chatbot Atlas

A chatbot shortlist you can send to vendors

https://onlyfanschatbot.com/chatbot-trial-brief/#free-kit

Three ready-to-edit documents: a requirements brief, a demo agenda and a trial decision. Start with your workflow and use the same questions for every provider.

Ask the vendor to demonstrate the exception, not just the successful reply. A correction followed by a handover reveals more than another polished greeting.

Copy the requirements brief
Send this before booking a demo. Replace every bracket with your actual requirement.

CHAT WORKFLOW BRIEF
Account count: [number]
Who approves sends: [person / software within approved scope]
Current inbox or CRM: [tool]
Primary problem: [one concrete bottleneck]
Required languages: [languages with a reviewer available]
Required tasks: [drafting / context / sending / handover]
Out of scope: [actions the trial may not take]
Must demonstrate: correction of a fact, pause of pending work, human handover
Commercial questions: eligible fee base, account fee, usage limits, cancellation
Trial owner and decision date: [name / date]

Run a 15-minute demo
This is a suggested agenda, not a completed product test.

MINUTES 0–3: Show where approved account facts live. Change one fact.
MINUTES 3–6: Ask a question that relies on the changed fact. Keep the output.
MINUTES 6–9: Ask an unsupported question. Observe clarification or escalation.
MINUTES 9–12: Hand the conversation to a person; inspect context and send ownership.
MINUTES 12–15: Queue one permitted action, pause it and inspect the pending queue.
RECORD: product, plan, configuration, date, expected result, observed result, unanswered questions.

Finish with a decision
A trial should produce a decision or a specific next test.

CANDIDATE: [name and plan]
REQUIRED WORKFLOW: [description]
OBSERVED PASS: [case and evidence]
OBSERVED FAILURE: [case and evidence]
STILL UNTESTED: [requirement]
TOTAL QUOTED COST: [fixed fee + variable fee definition + review time]
DECISION: stop / continue narrow trial / adopt with conditions
CONDITIONS AND OWNER: [list]
REVIEW DATE: [date]

SOURCES — checked 12 September 2026

Infloww: team management documentation
https://help.infloww.com/en/articles/262104-team-management-a-guide-to-managing-employees-in-infloww

Supercreator: product overview and workflow guides
https://help.supercreator.app/en/articles/6306439-start-here-product-overview

Original editorial templates and illustrative exercises. Adapt before use.