Help visitors find service and process information from managed content.
02
Internal Knowledge
Help staff search documents with appropriate access controls.
03
Lead Triage
Gather initial context before a person takes over.
04
Human Handoff
Pass difficult or sensitive cases to the right team.
ANSWER BOUNDARIES
Questions, approved knowledge and human handoff
Constrain sources and access, define abstention and escalation, and test representative questions before launch.
Inputs
Questions
Approved sources
Access rules
→
System & outcomes
Answer or abstain
Human handoff
Evaluation log
DELIVERABLES
Deliverables that can be accepted and operated.
01
Use-case and data-readiness review
02
Knowledge-source and permission design
03
Conversation flow and human handoff
04
Evaluation set and acceptance criteria
05
Monitoring and update plan
SCOPE & INVESTMENT
Scoped around the work—not the service label.
Scope depends on knowledge sources, channels, languages, integrations, security and ongoing content maintenance. We do not promise an unmeasured accuracy level.
Source quality and quantity
Channels and languages
Integrations
Evaluation and support
ACCEPTANCE & OPERATION
Acceptance and operating costs
Evaluate supported, unsupported and outdated-information questions
Hand off approved context to a human operator
Keep knowledge access within the user’s permissions
Ongoing costs to itemise in the proposal
Usage-based model/API and connected-tool fees
Evaluation and knowledge-source maintenance
Monitoring, permissions and workflow changes
Test coverage and operating responsibilities are agreed for the project before work begins.
From scope to acceptance and handover
01 /
Understand
Discuss goals, audiences and constraints to define a useful scope.
02 /
Design
Make structure and interactions clear before development begins.
03 /
Build & test
Develop the system and test critical journeys across real devices.
04 /
Launch & support
Launch, share documentation and use evidence to guide improvements.
Agree test cases, reviewers, account ownership and support before work. Test critical journeys with approved data before launch.
This chatbot primarily answers and escalates from approved knowledge. An agent may use tools or take steps in other systems under designed permissions and approvals.
Can wrong answers be prevented?
No design guarantees every answer. We constrain sources and scope, enable abstention and handoff, and evaluate representative cases before release.
How prepared must our data be?
Start with question and answer content and a clear owner. If it is incomplete, we organise and establish an update process before scaling.
NEXT STEP
Have a problem worth scoping clearly?
Share the context, outcome and systems involved. We will help identify the questions to answer before investing.