Generated from setupyour-agent-products

FAQ chatbot setup demo

This static proof packet turns approved facts, common questions, escalation rules, and a launch checklist into a bounded chatbot setup plan. It does not claim CRM, calendar, email, SMS, booking, payment, or website write access is already wired.

Client fixture

Mountain View Events

Every web inquiry gets a safe first response within five minutes.

FAQ chatbot setup pilots start around $3,500.

Channels

Start narrow.

  • website chat
  • missed-call SMS follow-up
Launch checklist

Approve before sending.

  • Confirm approved facts and remove anything the business cannot stand behind.
  • Run common, ambiguous, high-value, and risky questions before launch.
  • Keep human approval on external sends and every customer-system write.
  • Create a review loop for missed answers, unsafe drafts, and expansion candidates.
Boundaries

No fake integrations.

  • No autonomous external sending in v0.
  • No calendar, CRM, email, SMS, booking, payment, or website write access until explicitly approved and scoped for the client.
  • No legal, refund, pricing-exception, or contract answers beyond approved escalation language.
  • No live customer data, credentials, private transcripts, or uploads stored in this reusable product repo.
Generated setup plan

Facts, checks, and non-goals.

The plan starts from approved facts and escalates anything risky before a customer sees it.
# FAQ Chatbot Setup Plan: Mountain View Events

Operator: Jim

## Channels

- website chat
- missed-call SMS follow-up

## Success metric

- Every web inquiry gets a safe first response within five minutes.

## Approved facts

- Tours run Tuesday through Saturday.
- The venue handles weddings and private events up to 180 guests.
- Pricing exceptions require owner approval.
- Booking holds require a signed agreement and deposit.

## Common questions

- Can we tour this weekend?
- Do you have September Saturdays available?
- Can you hold a date before we sign?
- What is included in the rental?

## Escalation rules

- Escalate pricing exceptions.
- Escalate booking holds and calendar availability.
- Escalate legal, refund, and contract questions.
- Escalate angry, confused, or high-value requests.

## Bot behavior

- Answer only from approved facts.
- Ask one concise follow-up question when required details are missing.
- Draft or queue the reply for human approval when the question affects money, legal terms, availability, booking holds, refunds, contracts, or policy exceptions.
- Capture the lead summary, missing details, urgency, and recommended owner action.

## Launch checklist

- Confirm approved facts and remove anything the business cannot stand behind.
- Run common, ambiguous, high-value, and risky questions before launch.
- Keep human approval on external sends and every customer-system write.
- Create a review loop for missed answers, unsafe drafts, and expansion candidates.

## Acceptance checks

- Known FAQ questions produce approved-fact answers or safe follow-up questions.
- Risky questions escalate instead of guessing.
- The owner handoff includes lead summary, missing details, risk flags, and suggested next action.
- No output claims integrations are already wired.

## Non-goals

- No autonomous external sending in v0.
- No calendar, CRM, email, SMS, booking, payment, or website write access until explicitly approved and scoped for the client.
- No legal, refund, pricing-exception, or contract answers beyond approved escalation language.
- No live customer data, credentials, private transcripts, or uploads stored in this reusable product repo.

## Pricing anchor

- FAQ chatbot setup pilots start around $3,500.