Where the work gets stuck
Start with an assistant that covers one topic and has a clear goal you can check. Chatbase brings together sources, instructions, tests, and ways to publish the assistant. Your organisation still decides which information and actions are suitable for its users.
What to prepare
- One topic with frequent questions
- Approved sources and expected answers
- Instructions for clarification and passing the request to staff
Follow these steps
- Create the agent and add the selected sources in the current builder.
- Write instructions for the audience, tone, scope, and uncertain answers.
- Test routine questions, ambiguous wording, and an out-of-scope request.
- Publish to a limited audience and review answers before widening the scope.
An example from everyday work
A first institute assistant might cover application steps for one programme. A business assistant might cover delivery and returns for one market. The narrow scope makes mistakes and missing information easier to identify.
When your team should take over
Start by answering questions before adding actions that change accounts or bookings. Those actions need identity checks, permission, and a clear process for handling failures.
How to check the results
- Answers that match the approved information
- Appropriate clarifying questions
- Requests the assistant cannot handle that reach the right staff member
Your next step
Name one person to keep the sources current and one to manage requests during the trial. They may be the same person, but make both responsibilities clear.