Create a detailed, enterprise-style, form-based template designed for use in Microsoft Forms to gather all necessary requirements for building an AI bot.
The template will be completed by non-technical business teams, so it must be clear, guided, and easy to understand, while still capturing all essential technical and process details needed by development teams.
The template should strike a balance between comprehensive and simple—capturing all critical inputs without being overly complex or overwhelming.
Requirements:
Structure the output as a form-style questionnaire, with:
Clear section titles
Individual questions per field
Suggested response types (e.g., multiple choice, short text, long text)
Brief helper descriptions/examples where needed
Sections to include:
Project Overview
Users & Use Cases
Process Description (current vs future state)
Input Data (types, sources, formats)
Processing Requirements (logic, decisions, AI vs rules)
Output Requirements (format, destination, expectations)
Data Sources & Integrations
Knowledge / Training Data
Security & Compliance
User Experience & Interface
Monitoring & Success Metrics
Additional Instructions:
Use enterprise tone (professional, concise, structured)
Avoid technical jargon where possible or explain it simply
Ensure questions are actionable and unambiguous
Include dropdown options where appropriate
Make it easy to directly translate into Microsoft Forms fields
Output Format:
Present as a clean, structured form layout
Each question labeled clearly
Include response type for each question
Include:
One fully filled example use case (e.g., customer support bot or internal automation bot)
The example should demonstrate how a non-technical team would complete the form
The final output should be ready for immediate use by teams gathering AI bot requirements.