Before the AI Assistant begins answering readers, gather service descriptions together with their terms, limitations and contact procedures. It's best to start with information that a team member checks when a client asks: "Does this offer work for my situation?".
Start with questions your company actually knows how to answer
Imagine a reader who lands on a guide about choosing a service. They understand the general principle but don't know whether your company will handle their case. They ask about the scope of work, how to start working together or an exception to the standard offer.
If the AI Assistant is to help them, it needs verified knowledge about your company's offer. A headline from your homepage or a list of service names won't do. You need information that lets you distinguish what your company does from what it doesn't offer or what requires individual agreement.
A good starting point is a simple exercise: list questions that a potential client might ask before sending an enquiry, and next to each note where you can find the current answer. If you can't point to such a place, don't write an answer based on guesswork. First agree it with the person responsible for your offer.
This preparation for AI deployment also helps your team. It shows where descriptions on your website are too vague, and where different people in your company use different versions of the same agreements. The AI Assistant shouldn't settle these differences for you.
What materials should you gather for the AI Assistant?
You don't have to start by writing a long document from scratch. First check what your company already has: service pages, offer descriptions, documents, presentations and answers you've given to clients. Then select materials that still apply and genuinely help explain your offer.
Company description and service scope
Write what your company does, who it helps and what services clients can order. For each service, describe its purpose in plain language. If package names or internal terms need explanation, add them to the description.
Separately show the differences between services that a reader might confuse. You don't need to create an elaborate table for every occasion - just answer the practical question: in what situation is it worth discussing one service, and when should you talk about another?
Knowledge about your offer should also clearly show whether the description covers a fixed scope or something that will be arranged individually. Otherwise, a reader might treat an example of an additional solution as part of every project.
Terms, limitations and matters to be agreed
Gather information that often disappears from short sales texts, even though it matters for the reader's decision. This might include required materials from the client, service scope boundaries, available ways to start working together, and elements that are priced or arranged separately. Write down only terms that your company has confirmed.
Also prepare a list of questions that don't have one answer without understanding the client's situation. For example, a project's scope might depend on whether the company is launching something new or wants to combine the solution with an existing website. In that case, a note about what needs to be discussed in a conversation is better than a firm declaration.
Limitations don't weaken your offer. They let you explain it honestly and direct the reader to the right person when an answer needs human decision-making.
This image was created with the support of artificial intelligence.Answers to frequently asked questions
Write down questions that come up repeatedly in conversations about your offer and prepare verified answers. They don't need to sound like formal regulations. But they should let you answer clearly what the client is really asking.
A useful layout is: question, short answer, conditions or exceptions, and an indication of when contact with your company is needed. If the answer depends on assessing a specific case, note that instead of creating a seemingly universal rule.
Questions from conversations help you identify what readers don't understand. You can read more about using them to improve your communication in the article Client questions about your offer: what explanations are missing from your website. However, write verified answers to your knowledge base only after your company has approved them.
Separate knowledge about your offer from client questions
This distinction makes it easier to organise your materials. Your company's knowledge base contains information the AI Assistant can rely on to explain things: service description, terms, limitations and contact procedures. Client questions, on the other hand, show where readers need extra clarity.
If someone asks: "Can you combine the new service with my current system?", the question alone doesn't prove your company offers such integration in every project. It's a signal that it's worth preparing a verified answer: whether such possibility exists, what it depends on and who can assess the specific case.
Also don't treat a single reader's comment as confirmation of a product fact. A client might use an imprecise name, misunderstand the terms or ask about a service your company doesn't offer. First identify the need behind the question, then check the answer in your current offer.
In the Enterprise version of the "Articles with AI Assistant" system, developing a database of questions and analysing conversations can help with choosing topics for future articles and drawing conclusions for your communication. However, this shouldn't be confused with automatically changing knowledge about your offer. The ready Blog AI variant doesn't include such analysis or automatic topic selection based on client questions.
How to organise materials before sharing them?
The simplest way is to prepare a set that another person could use without guessing which document version is current. It doesn't need to be written in special language for AI. What matters is readability, being up-to-date and clear separation of facts from suggestions.
Work through your materials in the following order:
- Choose what currently applies. Check whether web pages and files describe your current offer, not previous agreements.
- Mark contradictions. If a webpage says something different from a sales document, settle the correct version before deployment.
- Add missing limitations. Note what isn't part of the standard scope and what requires individual conversation.
- Separate fact from example. An example project flow shouldn't look like a promise of the same flow in every case.
- Identify the responsible person. Who will verify the content of answers and pass on changes when your offer is updated?
If an answer contains a condition, write it next to it. The sentence "we handle integrations" tells you less than information that the possibility and scope of integration need to be agreed for each specific project. The point is that the AI Assistant shouldn't have to fill in the missing part of your offer.
Also think about how you'll share files. In the ready "Articles with AI Assistant" version, readable text materials from the client are uploaded once. Creating extensive documentation, reading scans and transcribing recordings are not part of this scope. If the knowledge requires prior organisation, any additional work needs to be discussed.
This image was created with the support of artificial intelligence.Establish what the AI Assistant should do when it doesn't know the answer
Even a carefully prepared knowledge base won't describe every situation. That's exactly why, besides answers, you need to set conversation boundaries. Which matters need a specialist's assessment? What business decisions does a human make? When should the reader be offered the chance to send their enquiry through?
The AI Assistant can explain your offer based on shared knowledge and ask about needs. It shouldn't make up terms your company hasn't approved. If information needed for a responsible answer is missing, an appropriate next step might be contact with your company, not a confident answer based on guesswork.
Also think about the reader who just wants to clarify the article's topic. First they should get help within the agreed scope. Only when contact with a human makes sense for their case should you suggest that step. Sharing their details remains the reader's choice.
In the ready "Articles with AI Assistant" version, the AI Assistant answers questions within the articles and encourages data sharing through a simple contact form. Other conversation goals - for example, booking meetings or helping with offer choices outside the articles - are part of what's agreed individually in Enterprise. When preparing materials, it's good to know not just what your company wants to clarify, but also what next step you want to enable for the reader.
Check your knowledge before launching conversations
At the end, read the prepared answers from the perspective of someone who doesn't work at your company. Will they understand the service names? Will they spot the exceptions? Will they find out what to do if their case doesn't fit the described scope?
You can use real types of questions that come up at your company without presenting them as verified information about your offer. For each question, point to a piece of knowledge containing the answer. If it doesn't exist, go back to the person responsible for that service. It's a more practical test than assessing materials only by whether they sound professional.
Also set up a way to report changes after launching the solution. Your offer, service descriptions and cooperation terms remain your company's responsibility. Simply sharing files doesn't mean information will always be current; it also doesn't replace the person who will handle received enquiries.
If you're preparing a new blog and want to establish what materials are enough to start with and which need organising before deployment, let's discuss your situation.
Frequently asked questions
Is it enough to share your company website address?
An address can point to a useful webpage, but a link to the homepage alone doesn't mean the whole website is loaded. Choose specific, current web pages or files with information needed to explain your offer.
Do materials need to be written from scratch especially for the AI Assistant?
Not always. You can start with existing service descriptions and documents. However, check whether they're readable, current and consistent. If they need extensive development, the scope of this work needs to be agreed separately.
Can client questions replace the offer description?
No. They show what readers want to find out but don't confirm service terms. The answer should come from knowledge verified by your company.
What to do when an answer depends on the client's situation?
Describe what the decision depends on and what information needs to be known. If the matter requires human assessment, don't write one categorical answer for all cases to your knowledge base.
Who is responsible for keeping information current after deployment?
Your company should identify the person responsible for your offer and for passing on changes. Launching the AI Assistant doesn't transfer responsibility for business decisions or handling enquiries to the system.
Sources
The LP Creation team - We write about how to turn content into a source of clients: AI automation, visibility in search engines and in AI model answers. Our articles are based on what we implement ourselves.
This article was prepared with the help of artificial intelligence and translated from Polish.
