01
Approved knowledge
Organise the agreed help content, service information, and FAQs that the assistant can use, with a process for keeping them current.
AI support assistants
Give customers a way to find useful answers from your business content, while keeping your team available for questions that need judgement or a personal response.
We start with the questions customers ask and the content you can maintain. Together we define what the assistant can answer, what it should avoid, and how a conversation reaches your team when the answer is missing or uncertain.
01
Organise the agreed help content, service information, and FAQs that the assistant can use, with a process for keeping them current.
02
Configure response guidance and test common questions, ambiguous requests, and gaps in the available information.
03
Define escalation triggers and route the conversation context to your agreed support channel or team.
Step 1
Review the current steps, tools, task volume, and exceptions. Agree what success looks like and where a person needs to stay involved.
Step 2
Connect the agreed tools, configure the workflow, and test sample inputs, missing information, and failure cases with your team.
Step 3
Roll out the workflow with a clear handover. Agree who owns the accounts, handles exceptions, and maintains the system after launch.
No. AI can make mistakes, and business content has limits. We test the assistant against agreed examples and define when it should ask for clarification or hand off to a person.
We review the APIs, integration options, permissions, and subscriptions available in your tools before confirming what can be connected.
We quote after reviewing the workflow, integrations, data readiness, and testing needs. Your proposal confirms deliverables, estimated timing, review rounds, and costs before work begins.
Your proposal defines the handover and any included support. Optional ongoing support, tool subscriptions, and AI usage are scoped separately, with account ownership and responsibilities agreed before launch.