Define complete non-technical scope for replacing Google Forms registration with an AI-powered conversational agent. Includes: - Registration data requirements (13 fields with validation rules) - Knowledge base content (fees, regulations, schedule, FAQ from official PDFs) - Conversation flow design with bilingual support (German/English) - Agent personality guidelines (warm & friendly tone) - Admin notification routing by playgroup type - Email reminder system for incomplete registrations - Data export formats (CSV/JSON) - Channel configuration (email + chat) - Release priorities (MVP scope defined) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2.1 KiB
2.1 KiB
1. Define Registration Data Requirements
- 1.1 Document all required registration fields (child name, DOB/age, parent contact, booking days, special needs)
- 1.2 Document optional registration fields and when to collect them
- 1.3 Define validation rules for each field (formats, constraints, allowed values)
- 1.4 Create registration data schema (JSON schema or equivalent)
2. Prepare Knowledge Base Content
- 2.1 Compile current service fee information (rates, payment terms, discounts)
- 2.2 Document playgroup regulations and policies
- 2.3 Document opening hours and booking availability
- 2.4 Compile frequently asked questions and answers
- 2.5 Organize knowledge base content into structured markdown files
3. Define Conversation Flows
- 3.1 Map out the registration conversation flow (question sequence, branches)
- 3.2 Define agent personality and tone guidelines
- 3.3 Write sample agent responses for common scenarios
- 3.4 Define how agent handles mixed intent (registration + questions)
- 3.5 Define conversation timeout and resumption behavior
4. Define Notification Requirements
- 4.1 Design notification email template content
- 4.2 Define which registration fields appear in notification summary
- 4.3 Specify admin notification email address(es)
5. Define Data Export Requirements
- 5.1 Define required export formats (CSV columns, JSON structure)
- 5.2 Document how exports integrate with existing admin workflow
- 5.3 Define any filtering or query requirements for exports
6. Channel-Specific Requirements
- 6.1 Define email address for registration channel
- 6.2 Define chat interface branding requirements (logo, colors, welcome message)
- 6.3 Document any channel-specific behavior differences
7. Review and Finalize Scope
- 7.1 Review all documented requirements with stakeholders
- 7.2 Identify any gaps or missing requirements
- 7.3 Prioritize features for initial release vs. future iterations
- 7.4 Finalize and approve project scope documentation