Help center

Chatbot Training Process

1. Document Upload:

• The chatbot learns by reading and referencing documentation provided by the law firm.
• These can include:
  • Office hours
  • Areas of practice
  • Locations
  • Attorney bios
  • Consultation process
  • FAQs and more

2. Business Questionnaire:

• During setup, the firm completes a business questionnaire that captures operational details and preferences.
• This content is used to customize how the chatbot answers inquiries and routes conversations.

3. Custom Intake Forms:

• Firms provide their preferred custom intake questions.
• The chatbot uses these to guide potential clients through appropriate case-specific flows. This information should be helpful for the call-back to the potential client.

4. Ongoing Adjustments:

• If firm details change (e.g., new services, holiday hours), updated documentation can be uploaded, and the chatbot’s behavior will be adjusted accordingly.