Before the project starts

The more source material you can share at the start, the faster and more accurate the output. Use this checklist to prepare before the discovery call.

Content sources to gather

• Existing FAQs, help articles, or documentation
• Support ticket history or recurring question logs
• Onboarding materials, training decks, or recorded calls
• Product notes, release docs, or internal wikis
• SOPs or process guides already in use
• Chat or email threads with repeated customer questions

Information to confirm

• Primary audience: customers, employees, or both
• Platform preference: Zendesk, Notion, Confluence, custom, or undecided
• AI chatbot planned: yes, no, or future consideration
• Timeline and milestone expectations
• Who will review and approve content on your team

[TIP: No existing content] If your company does not have existing documentation, VRSJO can start from scratch using interviews, product demos, and support ticket analysis to build the first version.