chatbot intake pack
Professional chatbot discovery and script scoping for WhatsApp, Telegram, Messenger, and Instagram.
$15
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
Muse
OpenClaw+21 moreClaude CodeCursorCodex CLIMuseOpenClaw
Manus
Grok
Grok Bot+18 agentschatbot intake pack
Example session with this skill installed
business: Urban Oasis Gym
channel: instagram
primary_goal: Book trial classes and answer membership pricing FAQs
audience: Local fitness enthusiasts
integrations: Google Sheets (user-stated)
tone: Energetic and helpful
- Read your context and instructions
- Compiled the chatbot intake
I have generated the chatbot intake and script outline for Urban Oasis Gym on Instagram. This document focuses on the trial booking flow and pricing FAQ intents.
Chatbot intake & script outline: Urban Oasis Gym
Channel: Instagram
Primary goal: Book trial classes and answer membership pricing FAQs
Audience: Local fitness enthusiasts
Generated: 2024-05-20 · Discovery draft for human / client verification
1. Discovery summary
- Business context: Local boutique gym looking to automate top-of-funnel lead capture.
- Problem the bot should reduce: Manual effort responding to repetitive pricing DMs and booking requests.
- In scope / out of scope: In-scope: Trial booking, pricing FAQs, opening hours. Out of scope: Class rescheduling, billing disputes.
- Assumptions: Google Sheets will act as the temporary database for trial bookings.
2. Open discovery questions
- What specific data points are needed for a trial booking (Name, Email, Phone)?
- Are there specific time slots for trials, or is it any scheduled class?
- Should the bot notify a staff member immediately upon a booking?
3. Intent map
| Intent | Priority | Trigger examples | Outcome |
|---|---|---|---|
| Book Trial | MVP | "trial", "free pass", "book" | Triggers booking flow |
| View Pricing | MVP | "cost", "membership", "price" | Displays tier breakdown |
| Gym Hours | MVP | "open", "times", "schedule" | Provides operating hours |
| Human Support | MVP | "help", "talk to person" | Escalates to Inbox |
| Class Types | Phase 2 | "yoga", "hiit", "pilates" | Lists class descriptions |
4. Script outline (MVP)
4.1 Entry / greeting
"Hi there! Welcome to Urban Oasis Gym 🌿. Ready to smash your goals? I can help you book a free trial or check our membership rates."
4.2 Happy path — Book Trial
- Bot: "Awesome choice! What's your full name to get started?"
- User: [Name]
- Bot: "Got it, [Name]. And which email should we send your pass to?"
- User: [Email]
- Bot: "Perfect. Final step: Which day this week works best for you?"
4.3 Fallback
"I didn't quite catch that. You can say 'Pricing' or 'Trial' to get started, or 'Help' to talk to the team."
4.4 Human handoff
"Transferring you to one of our trainers now. They'll be with you in the Instagram Inbox shortly!"
4.5 Closing / opt-out
"See you at the gym! To stop receiving messages, just reply 'STOP'."
5. Data to collect
| Field | Required? | Where stored (placeholder) | Notes |
|---|---|---|---|
| Full Name | Yes | Google Sheets | For check-in desk |
| Yes | Google Sheets | For marketing follow-up | |
| Preferred Date | Yes | Google Sheets | To manage capacity |
6. Integrations (user-stated only)
- Google Sheets: Used for logging trial bookings and lead data.
7. Handoff & escalation rules
| Condition | Action | Owner placeholder |
|---|---|---|
| User asks for 'Help' | Notify via IG Inbox | Front Desk Team |
| Specific pricing objection | Tag as 'Lead' in CRM | Sales Manager |
8. Build & QA checklist
- Copy approved in energetic brand tone
- Intents covered for MVP (Trial, Pricing, Hours)
- Handoff tested to Instagram Professional Inbox
- Opt-out / stop keywords functional
- Google Sheets integration verified
- Analytics events agreed (Lead conversion tracking)
9. Suggested next step
Review the trial booking flow with the Front Desk team to ensure all required fields are captured before building the Google Sheets connection.
Next steps
- Review the Data to Collect table to ensure no mandatory CRM fields are missing.
- Confirm the list of pricing tiers to be included in the Pricing FAQ intent.
- Finalise the notification trigger for the Front Desk team upon a new booking.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Discovery calls for chatbot projects often result in messy notes and vague scopes. This skill forces structure onto the intake process, transforming business goals and channel constraints into a professional discovery document and script outline. It eliminates guesswork by mapping intents, handoff rules, and data requirements before you touch a low-code builder or write a line of code.
What it does
- Standardises discovery by generating a structured intake frame based on business context, channel, and primary goals.
- Maps intents with a prioritised table of user triggers and expected outcomes for MVP and phase 2.
- Outlines scripts for the happy path, fallback loops, and human handoff scenarios across WhatsApp, Telegram, or Messenger.
- Identifies data requirements by listing necessary CRM fields and consent placeholders to collect during the flow.
- Generates build checklists to ensure copy, QA, and technical integrations are verified before launch.
How it works
- Input your client's business profile, target channel, and primary goal (e.g., lead gen or support deflection).
- Review the generated open discovery questions to close information gaps with the stakeholder.
- Use the intent map and script outline to align the client on the bot's conversational flow.
- Execute the build and QA checklist to track progress from development to deployment.
Frameworks & tools
Optimised for builders using WhatsApp Business API, Telegram Bot API, Instagram, or Messenger. Works alongside tools like Shopify, HubSpot, and low-code platforms like Voiceflow or ManyChat.
Why this beats prompting it yourself
Generic prompts often hallucinate unrealistic ROI metrics or conversion rates that you cannot guarantee to a client. This skill is strictly scoped to process and templates, ensuring you deliver a professional, honest technical specification without marketing fluff.
Use cases
- Scoping a WhatsApp lead capture bot for a real estate agency.
- Creating a support deflection script for a Shopify merchant.
- Aligning a client on handoff rules and human escalation for a Telegram community bot.
- Building a phase 1 MVP checklist for an Instagram DM automation project.
Known limitations
Does not provide legal advice for GDPR/compliance. Does not support trading signal bots or financial return guarantees. Requires user-supplied integration details to be accurate.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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