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Customer serviceIntermediate

AI chatbot setup

Set up a simple chatbot that answers frequent questions from an approved knowledge base and hands over to a human when needed.

Who buys it

Websites and messaging channels with many repetitive questions.

What you deliver

  • An approved question-and-answer base
  • A configured chatbot with handover rules
  • A monthly review of unanswered questions

How to deliver it, step by step

  1. Collect the real questions and approved answers.
  2. Choose a tool that fits the channel and budget.
  3. Configure the bot to answer only from the knowledge base.
  4. Test with real scenarios, including tricky ones.
  5. Review conversations monthly and update answers.

Tools to start with

See alternatives in the AI tools directory.

Validate demand before selling

Offer the service to two or three businesses at a pilot price and measure the result before and after (time saved, calls, replies, sales). Use our guide Validate an AI business idea in 30 days.

How to charge

Setup $300–1,500, then $80–300/month. Combine a one-time setup with a monthly plan when the service needs updates. Test your numbers in the financial simulator and read how to price an AI service.

Indicators to track

  • Share of questions resolved
  • Handover rate
  • Customer satisfaction

Common mistakes and risks

  • Letting the bot give medical, legal or financial advice
  • No human handover
  • A knowledge base that is never updated

Starter prompt

Replace the [brackets] with your details and review every output before it reaches a client.

You are the assistant for [COMPANY]. Answer only from the knowledge base below. If the answer is not there, say you will pass the question to a team member. Never give medical, legal or financial advice. Keep replies to three sentences. Knowledge base: [TEXT]
Prices, budgets and timelines are indicative orders of magnitude for an international audience. Adjust them to your local market and check official sources before any decision. No income is promised.

Go further

Turn the idea into a business.

The Business Launch System helps you test it and set it up. The Self-Funding Client System helps you find clients. Both are fill-in Word systems.

Business Launch System cover: fill-in Word modules and illustrated quick-start guide