An organisation starts by providing approved documentation, website pages or other supported knowledge sources. Chatbase uses that information when responding to customer questions, while administrators can define procedures for common situations.
For more complex workflows, supported AI Actions can retrieve or update information in connected business systems. A customer might ask about an order, for example, and the agent could use an approved integration to request order status. Teams can test conversations, monitor results and provide human handoff where supported.
Automated support needs ongoing oversight. Businesses should keep source information current, restrict the agent's access to appropriate data and require review or escalation for sensitive decisions and actions.