# FAQ Chatbot Setup Packet

Sample buyer-facing packet generated from Setup Your AI private product repositories.

Source: setupyour-agent-products
Data policy: sample fixture only; no live customer records, credentials, uploads, payment data, or private transcripts.
Approval policy: human approval is required before external sends, customer-system writes, booking holds, pricing exceptions, payment-affecting actions, legal answers, refunds, or policy exceptions.

# 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.