Setup steps
Collect approved facts
Start with services, locations, hours, pricing boundaries, booking rules, cancellation rules, emergency rules, and frequently asked questions.
Mark restricted topics
List topics the AI should not answer directly, such as legal advice, medical advice, pricing exceptions, refunds, safety emergencies, or account disputes.
Define escalation language
Write what the agent should say when it is unsure, when the caller is upset, or when the call requires a person.
Review transcripts after launch
Use real call transcripts to improve the approved knowledge base instead of allowing the agent to guess.