AI Chatbots for Customer Service: Setup Checklist
A good chatbot resolves simple questions fast and hands off the rest smoothly.
Start with common questions
Review your support tickets and pick the ten most frequent questions to automate first.
Write clear answers
Use your real policies and keep answers short. Update them when policies change.
Always offer a human
Make it easy to reach a person.
- Visible handoff button.
- Pass conversation history.
- Set business hours clearly.
Monitor quality
Review conversations weekly.
- Read failed chats.
- Fix missing answers.
- Track resolution rate.
Key takeaway: Automate frequent questions, keep answers accurate and never trap customers without a human option.
