01
Use approved sources
Define which policies and product documents it can use, who maintains them and when they need review.
Customer support assistants for small businesses.
Implement a focused customer-support assistant with approved sources, clear answer limits, human handoff and tests for unsupported requests.
Discuss this project- Customer questionCan I collect on Saturday?
- Approved sourceCollection policy · Weekdays
- Next stepAsk the team about exceptions
The task
A source, an answer and a clear limit.
Repeated questions are a good starting point when the answers already exist and someone owns the exceptions. An assistant needs that foundation before it needs more features.
Example support answer
- Question
- Can I collect on Saturday?
- Approved policy
- Weekday collection; exceptions need review
- Answer
- Weekend collection needs confirmation from the team.
- Action
- Pass on the requested date for review
Designed around the next step.
02
Show the boundary
When information is missing or conflicting, ask for clarification or send the question to the team.
03
Make handoff useful
Pass the question, relevant source and missing detail to a person without making the customer repeat everything.
What’s included.
- One agreed support task and channel
- Preparation of the approved source set
- An assistant with source references and human escalation
- Ordinary, ambiguous and unsupported-question tests
Before we begin.
Good fit
Repeated factual questions, maintained information and a team member responsible for escalations.
Use a simpler option when enough
Clearer website pages, a FAQ or saved replies may solve the task without an assistant.
Work with us
Let’s plan the next step.
Tell us what you’re trying to improve.
We’ll reply within 24 hours.
Services and starting prices