AI Customer Support Assistant Setup

Service Scope

AI Customer Support Assistant Setup is a fixed-scope service for one support assistant, one existing support channel, and one primary language.

Prepare an AI support assistant that answers routine questions, collects the details your team needs, and escalates requests with clear context.

Define the Support Requests

We review up to five routine request categories and establish the questions the assistant may answer, the information it should collect, and the requests that must go directly to a person.

• Up to 5 support request categories
• Approved answer and escalation boundaries
• Business-hours and fallback wording
• 1 primary language

Configure the Support Knowledge

We organize up to 30 approved FAQ entries and configure up to 15 operating instructions. This package uses supplied answers and policies without creating new business policies.

• Up to 30 approved FAQ entries
• Up to 15 operating instructions
• Response style and policy references
• Unknown-answer handling

Prepare Intake and Human Escalation

We configure one existing compatible support inbox or messaging channel. The assistant may collect up to six approved fields and route the request through one supported team handoff or notification process.

• 1 existing support channel
• Up to 6 intake fields
• 1 supported escalation route
• Request context for the human owner

Testing and Quality Review

We review the delivered configuration or materials against the approved scope and representative examples.

• Up to 15 support scenarios
• Review of category and intake behavior
• Check escalation and unsupported requests

What's Included

• 1 AI support assistant
• 1 existing support channel
• 1 primary language
• Up to 30 approved FAQ entries
• Up to 5 request categories
• Up to 6 intake fields
• Up to 15 operating instructions
• 1 human escalation route
• Up to 15 test scenarios
• 1 handoff session of up to 60 minutes
• 1 consolidated correction round
• 14 calendar days of setup support

Client Requirements

Before work begins, the client must provide the information, access, and approvals required for the selected service.

• Final approved business information, source material, and required wording
• Permission to use the supplied material and appropriate access to the selected accounts
• A named business owner for approvals and consolidated feedback
• An existing compatible support platform and channel
• Approved FAQ answers and support policies
• Approved request categories and intake fields
• A named team owner and escalation destination

Delivery and Revisions

Standard delivery is 7–10 business days after all required content, access, account capabilities, and approvals are received. External account, carrier, or vendor approval delays are outside this delivery window.

One consolidated correction round is included. Corrections cover the approved role, sources, and quantities. New use cases, changed requirements, additional integrations, or replacement source material are separately scoped.

The package includes 14 calendar days of setup support after client acceptance for questions and minor corrections within the delivered scope. This support does not include continuous monitoring or new functionality.

Important Scope Boundaries

The following items are not included unless specifically stated:

• A new helpdesk implementation or ticket migration
• Autonomous refunds, payments, or account-access decisions
• Additional channels, languages, or custom ticketing integrations
• Software subscriptions, AI model or API usage, hosting, telephony, and paid connector fees
• Additional languages, channels, sources, or work beyond the stated quantities
• Ongoing monitoring, maintenance, or content updates after the included support period

AI-generated answers, classifications, and extracted information may be incorrect. The client’s responsible team member reviews outputs and approves sensitive actions. This service does not promise error-free or fully autonomous operation.