Considerations
Considerations
Project: AI-powered lead qualification chat
Version: 1.0
Status: In Progress
Last updated: April 2026
Overview
This section documents the answers to the design questions raised in the Discovery Artifact. Each consideration explores a specific tension or decision that shapes how the chat system is built and behaves. Documents are added as decisions are made.
Things to Consider
| # | Topic | Question | Document | Status | Notes |
|---|---|---|---|---|---|
| 1 | Helpfulness vs. lead capture | How do you balance helpfulness with lead capture? | Chat Behaviour | Answered | |
| 2 | Qualification signals | What qualification signals matter? | Qualification Signals | Answered | |
| 3 | Human handoff | When does the bot hand off to a human? | Human Handoff | Answered | |
| 4 | Competitor handling | How do you handle competitors asking questions? | N1 Competitor §Chat Strategy | Partial | Covers competitor-specific strategy; no standalone consideration doc |
| 5 | Chat personality | What personality should the chat have? | Chat Behaviour §Design Principle | Partial | Principle defined; per-persona tone adaptation not consolidated |
| 6 | Pricing questions | How do you handle pricing questions? | N1 Competitor §Chat Strategy | Partial | Covers competitor probes only; genuine lead pricing guidance pending |
| 7 | Case study contextualisation | Should the chat know about specific case studies and reference them contextually? | — | Pending | |
| 8 | Contact capture | How do you capture email/contact info without feeling like a form? | Chat Behaviour §Contact Information | Partial | Covers when/how to ask; contextual variation by persona not detailed |
| 9 | Out-of-hours behaviour | What happens outside business hours? | Human Handoff §Outside Business Hours | Partial | Covered as subsection of handoff; no standalone decision doc |
| 10 | A/B testing | How do you A/B test different approaches? | — | Pending | |
| 11 | Support channel prevention | How do you prevent the chat from becoming a support channel for existing clients? | Human Handoff §Trigger 3, N2 Curious Researcher §Chat Strategy | Partial | Routing defined; proactive prevention strategy not addressed |
Questions sourced from the Discovery Artifact. Each answered document records the decision, the reasoning, and the implications for the PRD.