This hands-on worksheet provides a step-by-step framework for designing and implementing customer service bots using simple decision trees. It guides teams through identifying top ticket categories, common issues, required data inputs, and standard resolutions. The worksheet emphasizes best practices such as including escalation paths, collecting structured information upfront, and ensuring smooth handoffs to human agents. It shows how bots help scale support without increasing headcount by automating repetitive tasks and deflecting tickets with knowledge base content. Designed for non-technical users, the worksheet enables teams to quickly prototype effective bot workflows that improve efficiency while maintaining a seamless customer experience.

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