Allow 30 minutes. Leave any fields you are unsure about blank — we will fill them in together at the setup meeting. ★ marks required fields. Please also send your materials in any format (PDF · Word · Excel · screenshots · URLs).
| Company name | Website URL | ||
|---|---|---|---|
| Industry · Main products/services | |||
| Contact person's name · Job title | Contact details · Email | ||
| Customer support hours | Main customer groups (individuals/businesses · Age) | ||
| Agent name (display name) | |
|---|---|
| Tone | Polite and formal Friendly and gentle Brief and businesslike Other: ______ |
| Opening greeting (one line shown when opened) | |
| Required expressions / Expressions to avoid | |
| Company terminology and proper names (including pronunciation) |
One answer per question. Include the source for each answer (document, page, or person responsible). We provide the registered materials to the AI and configure it to answer within that scope, with source section numbers shown in its answers. If you have more than 20, you may send a separate file.
| # | Customer's question (exact wording) | Answer (brief) | Source material · Page |
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 | |||
| 4 | |||
| 5 | |||
| 6 | |||
| 7 | |||
| 8 | |||
| 9 | |||
| 10 |
For topics listed here, we configure the AI to refrain from answering and direct the customer to a person with “A team member will check this for you.” Questions without a supporting source receive the same guidance. AI guidance may contain errors, so be sure to list topics where errors could be costly, such as prices and refunds.
| # | Topic | Reason / Guidance to give instead |
|---|---|---|
| 1 | Example: Individual discounts or quotes | Example: Refer to sales |
| 2 | Example: Whether a refund is “confirmed” | Example: Accept the inquiry only; a team member replies |
| 3 | ||
| 4 | ||
| 5 |
By default, other questions unrelated to your company or products (general knowledge, other companies, politics, medicine, etc.) receive a “topic we cannot help with” notice. Agree Exceptions: ______
| Email address for receiving inquiries | Promised response time | Example: Within 1 business day | |
|---|---|---|---|
| What the AI says during handover | Example: “Leave your contact details and inquiry, and we will pass them to the person responsible, who will reply within 1 business day.” | ||
| Information to collect from the customer | Name Email Phone Order number Other: ______ | ||
| Existing support channels (if any) | Channel Talk KakaoTalk Channel Phone None — Link/number: ______ | ||
| # | Material name (file · URL) | What it contains | How often it changes | Person responsible |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 | ||||
| 6 |
For changing materials (price lists, stock, events), designate someone to notify us of changes so the AI does not give outdated answers.
We provide a link to the support page. We do not modify your website — just tell us where you will place the link.
| Link placement | Website button KakaoTalk Channel “Chat” QR code in store/on notices Other: ______ |
|---|---|
| Who will add the website button | In-house (developer available) External agency Website builder (Imweb · Cafe24 · WordPress · Other ______) |
| Requested button text | Example: “Open AI support” |
Completed by ______________ Date ______________
Draft 2026-10-29 · Internal plan: docs/business/b2b/2026-10-29-b2b-support-chatbot-plan.html · Sections 3 and 4 of this form become the AI agent's answer scope and prohibited-topic list as written.