8 Steps to Building a Brilliant Bot Strategy

You could do so many things with conversational AI, but what should you do? And what’s it worth? How will you create a vision? Get stakeholders aligned? Create a measurement framework that keeps everyone on track?



Waterfield Tech’s VP of Conversational AI, Kerry Robinson, and Director of Bot Strategy Dan Aslet take you through the 8-steps to building a Bot Strategy that will ensure you get maximum ROI from your investments in conversational AI.

We’ll cover:

  • Understanding the strategic backdrop
  • Reviewing your experience, and your competitors
  • Getting context
  • Identifying candidates for automation
  • Building the business case
  • Prioritizing and planning
  • Articulating the vision
  • Delivering it!

Walk away with a clear framework and an actionable plan to understand and optimize the performance of your conversational AI. Whatever the platform.



Watch Part 3 in This Series


Customer experiences are becoming more digital, and digital systems are becoming more conversational. But conversational AI needs a different approach.

Join Waterfield’s VP of Conversational AI, Kerry Robinson, and Director of Customer Experience Design, Sarah Reitsma, who will help you understand the differences between graphical and conversational interfaces. You’ll discover the key points you need to understand conversation design and hear tips for creating better IVR and chatbot experiences.

We’ll cover:

  • The difference between graphical user interfaces and conversational user interfaces
  • The essentials of human language
  • Designing conversations that customers will love


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Kerry Robinson
VP of Conversational AI
Waterfield Technologies

An Oxford physicist with a Master’s in Artificial Intelligence, Kerry is a technologist, scientist, and lover of data with over 20 years of experience in conversational AI. He combines business, customer experience, and technical expertise to deliver IVR, voice, and chatbot strategy, and keep Waterfield Technologies buzzing.

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