1. Start with the questions you hear every day
Customers often ask the same things: what you offer, where you are based, when you are open, and how to get a quote. An assistant can help answer these questions while you are with a customer or away from your phone.
For example, a visitor might ask a training studio whether beginner classes are available. If that information has been approved, the assistant can explain the options and point them to the business’s enquiry channel. It should not invent a class or promise a place.
2. Help visitors take the next step
A good answer should make the next step clear. Someone comparing services might need a short explanation, while someone ready to enquire might simply need your WhatsApp link or contact form.
The assistant helps visitors find that route. It does not automatically confirm a booking, process a payment, or run your business. Those actions need their own agreed features and integrations. Start with a clear, useful conversation before adding more complexity.
3. Give it the right business information
Prepare your service list, approved prices or quoting rules, opening hours, location, contact details, and important policies. Include what the assistant should say when a service is unavailable or an answer is uncertain.
Keep this information current. If your hours change or you stop offering a service, update the approved details. Clear source information helps the assistant answer consistently, but AI can still make mistakes. Important answers should be checked.
4. Keep a person easy to reach
Some questions need your judgement. A customer may have an unusual request, a complaint, or a situation that does not fit a standard answer. The assistant should direct them to a person rather than make up a decision.
Agree how visitors will reach you and what response time they can expect. Avoid asking them to share passwords, payment details, or other sensitive information in chat. The assistant can provide a first answer without replacing personal service.
5. Understand setup and running costs
At FormiqBloom, AI assistant setup is included in the ₹4,999 Business and ₹11,999 Custom website tiers. Buyers of the ₹1,999 Starter website can request it as a separately quoted add-on.
Included setup does not mean unlimited AI usage. AI provider costs, subscriptions, hosting, and maintenance are separate where applicable. Before launch, agree on usage allowances, what happens if they are exceeded, and who maintains the assistant’s business information.
6. Try a few real customer questions
Test the assistant with questions customers actually ask. Check a straightforward question, an unclear question, a question outside your services, and a request to contact a person. Read the answers on a phone as well as a computer.
You can try FormiqBloom AI on our AI Assistant page. If you want one for your own business, share your common questions and the next step you want visitors to take. We can agree on a focused starting point together.
