Customer support FAQ chatbot with escalation
For a business that wants an AI assistant to answer common questions while routing uncertain or sensitive requests to a human.
- Scope the chatbotDefine supported topics, excluded topics, target users, tone and the situations that require human escalation.
- Review source materialIdentify the approved FAQ, product, policy or help-centre content the chatbot should rely on and flag missing information.
- Design instructions and answer rulesCreate or improve system instructions covering tone, answer structure, uncertainty handling, source boundaries and when not to guess.
- Configure fallback and escalationDefine what happens when the chatbot lacks information, detects a complaint, receives an unsupported request or needs a human decision.
- Test realistic conversationsRun normal questions, ambiguous wording, multi-part requests, edge cases and intentionally unsupported queries to identify failure patterns.
- Refine and hand overCorrect weak behavior, document the configuration and provide a practical checklist for future content updates and retesting.
Typical outputs
- Chatbot scope and supported-topic definition
- System instruction / prompt configuration
- Knowledge-source structure and content gaps list
- Fallback and human-escalation rules
- Scenario-based chatbot test checklist
- Handover notes and recommended next steps