Needs and current situation
We identify suitable questions, knowledge sources and topics the assistant should not handle. Review responsibility for keeping information current.
Possible scope
Work can include conversation design, a knowledge structure and a limited implementation plan with human handover and clear boundaries.
Prepare for the start
Provide approved service information and example questions. Remove unnecessary personal information and identify who approves answers and updates.
Checks and handover
Test ordinary, ambiguous and unsupported questions. Check that the assistant avoids invented offers and gives a useful route to human help.
What needs agreement
AI can produce errors. Transactions, account changes and access to personal data require separate assessment and permissions.
A common question
Can the assistant answer everything?
No. A narrower, maintained scope is easier to assess. Uncertain or out-of-scope questions should move to a responsible person.
