Visitors ask questions across product pages, help articles and service information. We connect a website chat interface to an approved content collection and an AI answer service, with a clear route for questions the content cannot answer. Your team controls the material, enquiry destination and limits of the conversation.
The starting implementation uses a Claude API connection behind your website. We define the answerable topics and source collection before adding the interface to public pages.
Choose authoritative pages and documents, remove conflicting versions and preserve their URLs. Content updates need an agreed refresh process so the assistant does not keep answering with a retired policy or product description.
Connect the chat interface, retrieval and answer generation. Responses should cite supporting material where available. Missing evidence, restricted topics and requests outside the defined scope receive a helpful fallback or contact route.
Agree on the fields visitors can submit and where staff receive them. Keep an unsuccessful CRM or email delivery visible in the interface and operating logs; a chat response alone does not prove the enquiry arrived.
Provide the website and source pages the assistant may use. Private customer records, account-specific answers and internal documents require a separate authenticated design.
Confirm the model account, available quota and approved handling of questions and chat history. Usage charges, retention settings and logging access are agreed for the chosen account.
Name the person who approves source material, reviews unanswered questions and checks handoff delivery. Supply examples of questions the chatbot should answer and those it should decline.
Review typical visitor questions alongside the published source content. Identify missing facts before relying on the assistant to answer them.
Check supported answers, conflicting passages, unsupported claims and enquiry delivery. Include instructions embedded in retrieved content to test that they cannot expand the assistant’s permissions.
Verify the interface on the live website, document source refresh and provide a way to disable chat while retaining the normal contact route.