Robot — What Information to Prepare for an AI Chatbot
An AI chatbot does not know your business automatically. It only knows what you tell it. Without clear information, it will fill gaps with inaccurate answers — and you'll spend hours troubleshooting later. A little preparation up front prevents that. Here's what to gather.
Business description
Write a short, clear description of what your business does. Use simple, factual language — not lengthy marketing copy.
Products and services
List your main products or services. Keep it to the essentials customers actually need to know; you don't need every detail.
Customer profile
Describe who the bot will be talking to. Knowing your audience shapes the tone and how much explanation each answer needs.
Questions to answer
Note the real questions customers ask. These guide what the bot needs to know and help you spot any gaps in your information.
Boundaries
Decide what the bot should not answer. Common boundaries include:
- Legal advice
- Medical guidance
- Confidential information
Tone and voice
Specify how the bot should communicate — friendly or professional, detailed or concise. Pick what matches your business.
A beginner-friendly start
You don't have to do everything at once. To begin, prepare:
- A clear business description
- A short service list
- Basic customer details
- No advanced rules yet
Launch with that, then refine the bot's answers as you see how it performs.
Need more help?
If you've worked through this and still need a hand, contact support — we'll dig in with you.