Generated from setupyour-agent-products

Approved-facts knowledge base demo

This static proof packet turns source materials, owner-approved facts, uncertain claims, common questions, and escalation rules into the safe knowledge base every chatbot, front-desk agent, and follow-up sequence needs before launch. It does not claim CRM, calendar, email, SMS, booking, payment, or website write access is already wired.

Client fixture

Mountain View Events

Every chatbot, front-desk, and follow-up draft can cite approved facts or escalate.

Approved-facts knowledge base setup starts around $2,500.

Source materials

Start with evidence.

  • venue FAQ page
  • tour request form
  • owner policy notes
Approved

Approved fact 1

Tours run Tuesday through Saturday.

Approved

Approved fact 2

The venue handles weddings and private events up to 180 guests.

Approved

Approved fact 3

Booking holds, availability, discounts, and contract terms require owner approval.

Escalate

Needs owner review

  • Exact September Saturday availability
  • Custom discount requests
  • Whether outside catering is allowed for a specific event
Agent boundaries

Use facts, not guesses.

  • Use only approved facts when drafting chatbot, front-desk, or follow-up answers.
  • Ask a concise follow-up question when required details are missing.
  • Escalate anything marked needs_owner_review before it reaches a customer.
  • Do not invent availability, prices, policies, guarantees, discounts, legal answers, or contract terms.
Launch checklist

Approve before launch.

  • Confirm each approved fact with the owner before using it in an agent.
  • Convert common questions into safe answers, follow-up questions, or escalation paths.
  • Run common, ambiguous, high-value, and risky questions before launch.
  • Schedule the review cadence so stale facts do not keep feeding agents.
Generated knowledge base

Facts, review claims, and non-goals.

The knowledge base is the first layer before chatbots, front-desk agents, or follow-up drafts.
# Approved-Facts Knowledge Base: Mountain View Events

Operator: Jim

## Source materials

- venue FAQ page
- tour request form
- owner policy notes

## Success metric

- Every chatbot, front-desk, and follow-up draft can cite approved facts or escalate.

## Approved facts

- Approved fact 1: Tours run Tuesday through Saturday.
- Approved fact 2: The venue handles weddings and private events up to 180 guests.
- Approved fact 3: Booking holds, availability, discounts, and contract terms require owner approval.

## Needs owner review

- Exact September Saturday availability
- Custom discount requests
- Whether outside catering is allowed for a specific event

## Common questions

- Can we tour this weekend?
- Do you have September Saturdays available?
- Can you hold a date before we sign?

## Escalation rules

- Escalate availability, booking holds, pricing exceptions, and contract questions.
- Escalate legal, refund, safety, and accessibility questions.
- Escalate any claim that does not appear in the approved facts list.

## Agent boundaries

- Use only approved facts when drafting chatbot, front-desk, or follow-up answers.
- Ask a concise follow-up question when required details are missing.
- Escalate anything marked needs_owner_review before it reaches a customer.
- Do not invent availability, prices, policies, guarantees, discounts, legal answers, or contract terms.

## Launch checklist

- Confirm each approved fact with the owner before using it in an agent.
- Convert common questions into safe answers, follow-up questions, or escalation paths.
- Run common, ambiguous, high-value, and risky questions before launch.
- Schedule the review cadence so stale facts do not keep feeding agents.

## Acceptance checks

- Every answer source is either approved or marked needs_owner_review.
- Common questions map to approved facts, missing-detail questions, or escalation rules.
- The owner can see which facts are allowed before any chatbot or agent launch.
- No output claims CRM, calendar, email, SMS, booking, payment, or website integrations are already wired.

## Review cadence

- Review the fact sheet every month and after any policy change.

## Non-goals

- No autonomous external sending in v0.
- No CRM, calendar, email, SMS, booking, payment, or website write access until explicitly approved and scoped for the client.
- No scraping private accounts, bypassing login walls, or storing customer credentials.
- No live customer data, private transcripts, uploaded files, payment records, or secrets stored in this reusable product repo.

## Pricing anchor

- Approved-facts knowledge base setup starts around $2,500.