Quick Start
Best Practices
Use these practices to improve answer quality, reduce failed handoffs, and keep your chatbot useful over time.
Start with accurate sources
Use current product documentation, policies, and support answers. Remove conflicting copies and verify the source is trained before evaluating its answers. Give each page a clear subject and keep important facts close to the question they answer.
Define the agent’s boundaries
Describe who the agent helps, what it can answer, how it should respond when information is missing, and when to involve a teammate. Keep business facts in maintainable sources and behavior in Instructions.
Test as a customer
- Ask a common question in ordinary language.
- Ask a follow-up that relies on the previous message.
- Ask for a fact your sources do not contain.
- Exercise a real action and check the result outside the chat.
- Repeat the essential checks on mobile and the deployed channel.
Review and improve
Use conversations, feedback, and knowledge gaps to choose the next correction. Recheck the same scenario after saving a change. Keep a short record of the expected answer and actual outcome so improvements can be measured.