Talkative Implementation Plan

Modified on Tue, 23 Apr at 11:04 PM

A high level walkthrough of a typical Talkative implementation plan and timelines.

Every deployment is slightly different, but the below action items illustrate the most common action items as part of a Talkative deployment.
 
Basic System Set Up [Mandatory]
• System set up (5 minutes) - sign up for an account here: https://gettalkative.com/free-trial
• Add users (5 minutes)
• Add 1 by 1, CSV upload, or SSO (see below)
• Add users to groups (5 minutes) - Guide
• Business Hours (5 minutes) - Guide 
 
Website Integration  [Mandatory unless app only, or social only]
• Add scripts to the website (30 mins) - Guide 
• Configure and design widget (1 hour) - Guide
 
Routing configuration
• Talkative routing config (5 mins), OR;
• Contact centre routing integration (1-2 days) - Mitel Guide
• Salesforce Omni-Channel routing integration (1 hour) - Guide
• Console CRM embed (1 hour) - Salesforce Guide
 
Optional
• Social media integrations - 30 minutes for Facebook/Twitter (self-serve), 1 day for SMS/GBM (Talkative assistance required) - Guide, 8-10 weeks for WhatsApp (Talkative assistance required) - Guide
• Chatbot - anything from 1 day to 4 weeks depending on complexity - Guide
• SSO integration (1 day) - Guide
• User training (2 hours) day
• Analytics & bulletins customisations (30 mins) - Guide
• Supervisor dashboard customisations (30 mins) - Guide
• Mobile app (1-2 days) - Guide
• Scheduled interactions - Guide
 
Settings To Configure (5 mins each)
• Data storage settings
• Console settings
• Queue Settings
• Canned Messages
• Security
 

Project Management & Implementation Assistance

 

 

Free

Pro

Business

Enterprise

In-App Self-Serve 

As available

Yes

Yes

Yes

Yes

Video Content

As available

Yes

Yes

Yes

Yes

Kick Off Call

30 Minutes

-

-

Yes

Yes

Assistance with Data Entry

Basic manipulation

-

-

-

Yes

Chat Widget design Call

60 minutes

-

-

-

Yes

Revision Call

60 minutes

-

-

-

Yes

Chatbot Consultation

60 minutes

£

£

£

Yes

User Training

30 minutes

-

-

1x30min

3x30min

Comms with Web Team

Providing code

-

-

-

Yes

Admin Training

45 minutes

-

-

1x45min

3x45min

Go Live Prep Call

Various

-

30min

60min

60min

Set Up Call

60 minutes

£

£

Yes

Yes

 

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