This article is for anyone who is still at the very beginning of their bot project OR is stuck with their current bot project and is thinking about changing technology.

The right provider is at least as important for the success of a bot project as a well-thought-out concept and the right use case. And although there are more and more chat and voicebot providers, there is still no one provider that fits all use cases and companies. Here are a few tips to help you choose a provider.

1. define requirements

Every choice of provider starts with a list of requirements. To do this, it is important that you agree as a team which functions your bot should have today and in the future and which additional requirements are necessary for the integration of the new provider.

There are the more obvious factors, such as:

  • Rule-based vs. intent-based
  • Support for different media
  • Integration into various channels
  • Interfaces
  • Multilingualism
  • Customization options for the design
  • Accessibility
  • Pricing
  • etc.

But there are usually a number of other factors as well. These are for example:

  • Compatibility with data protection law
  • Server locations
  • Tool language
  • Support options
  • Purchase and payment modalities
  • etc.

While the former requirements can usually be defined in one or two workshops, the other factors usually require a series of internal agreements with different departments. It is advisable to proceed thoroughly and comprehensively here.

2. create a longlist

Once the list of requirements has been drawn up, it makes sense to create an initial longlist of technology providers that might fit the bill at first glance. A little internet research, exchanging ideas with other companies and asking external consultants can help here. In some cases, there may even already be relationships with technology partners who also offer a chat solution that is worth evaluating more closely.

3. reduce longlist

Depending on the scope of the project, 8 – 15 technology providers are recommended for the longlist. They are then contacted separately and asked for an initial rough offer. The following important documents should be attached to the letter:

  • List of requirements, divided into mandatory and target criteria
  • Brief description of the use case

The providers then have the opportunity to respond to the request and send their offers within a specified period of time.

The offers are then compared internally and 2 – 4 providers are selected for the shortlist.

4. evaluation of the shortlist

Now it’s time to get to know the providers personally. The providers on the shortlist will be invited to a personal meeting or a video call. The meeting usually proceeds as follows:

  • Greeting
  • Providers present their solution (20 – 60 minutes)
  • Discussion
  • Connection

During this appointment, the companies have the chance to ask all their questions and soft factors, such as the well-known cultural fit, can also be evaluated.

5th decision

As soon as all providers have presented, the decision is made. This is done on the basis of the information sent in, the presentation and often on the cultural fit.

The following criteria are particularly important for the provider’s decision:

  • Fulfillment of all must requirements or at least the ability to fulfill them
  • Appropriate pricing, which is also suitable over a longer period of time
  • Sufficient support options and availability of the provider
  • Depending on the concept and project, it is essential that the provider allows interfaces and is flexible for further additions.

Need help?

Of course I, Sophie Hundertmark, will be happy to help you choose the right provider. For this reason, I deliberately do not take commission from any provider and look for the best individual provider for each of my clients.

You can also download a free sample requirements list for your chat or voicebot project here. However, this is only a small selection of possible functions. The list must be adapted for each company. If you are interested, please fill out this form.

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