AI assistants for customer enquiries

An AI customer assistant explains services and hands complex questions to a person. It uses a prepared knowledge base; CRM access, order creation and data changes are separately agreed capabilities.

When to use it

Useful for recurring questions, catalogue navigation and initial briefing in agreed channels. A limited pilot defines permitted questions, human handover and behaviour during AI outages.

Deliverables

The scope may include knowledge structure, model instructions, interface, a protected server API, lead handover, technical logs and evaluation conversations. Integrations and maintenance are listed separately.

What to prepare for an estimate

Provide service descriptions, frequent questions, current limitations, channels and escalation rules. CRM integration needs a test environment and minimal permissions. Do not send secrets or customer databases through public chat.

Terms and limitations

Models can make mistakes. Prices, availability and deadlines must not be invented; sensitive decisions stay with people. Continuous availability depends on hosting and the provider and is not an unconditional guarantee.

Common questions

Can the assistant connect to a CRM?

Feasibility depends on APIs, permissions and the use case. We start in a test environment with minimal access. Reading a catalogue and modifying orders are distinct capabilities.

What happens to a difficult question?

We define escalation rules so the bot explains its limit and offers human handover. The channel and team availability are agreed for the project.

Related practical guide →

Tell us what you want to make. We will clarify the scope, rights and schedule before work starts.

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