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Disclosure: this is an independent planning guide and includes a SiteMind referral link. If you start a paid subscription through it, I may earn a recurring commission at no extra cost to you. AI features, data practices, plan limits, and partner terms can change, so verify the provider's current documentation before subscribing or deploying for a client.
Define the job in one sentence
Choose a narrow first task—answering documented FAQs, qualifying an inquiry, or routing a support request. A vague “answer everything” promise is difficult to test and easy to oversell.
Inspect the source boundary
List which pages, documents, and policies the assistant may use. Check how sources are refreshed, whether answers can cite them, and what happens when the answer is not in the approved material.
Design the human handoff
Give visitors a clear route to a person, including contact details, hours, and an emergency boundary where relevant. The assistant should say when it is uncertain instead of inventing an answer.
Review privacy and access
Before connecting a client site, document what visitors may submit, where it is stored, who can view it, how long it is retained, and how the owner can remove it. Get the site owner's approval for each data source.
Measure the useful outcome
Track resolved questions, qualified inquiries, successful handoffs, response quality, and operating cost. Raw chat volume is activity, not proof that the assistant helped.
Keep ownership portable
Confirm the account owner, domain control, source export, billing renewal, cancellation path, client access, and what remains functional if the assistant is removed.