Organise current, attributable service information and define an AI assistant's answer boundaries and update ownership.
Reliable assistant answers begin with organised business information. Old price lists, conflicting descriptions and missing exceptions create avoidable mistakes.
Establish an authoritative source
Choose a current record for each service's scope, exclusions and quotation conditions. Separate obsolete versions and assign an update owner.
Organise around customer questions
Cover delivery, usage, support and applications, including necessary conditions. If timing depends on project details, explain those dependencies instead of inventing a number.
Define answer boundaries
Provide an escalation route for private pricing, account information and decisions requiring approval. Keep confidential customer records separate from general knowledge and enforce access controls appropriately.
Update and test together
Revise answers and test questions when packages change. Include misleading, incomplete and out-of-scope questions. A clear referral to the team can be the correct result.