Step-by-Step Guide for Product/Service Assistants
This comprehensive guide walks through every field when creating an AI assistant for your product or service business.
Business Profile
Company Name *
Your official business name
Business Type *
E-commerce, SaaS, Professional Services, Retail, Restaurant, Healthcare, etc.
Industry
Specific industry for better context (Technology, Fashion, Food & Beverage, etc.)
Business Description
2-3 sentences about what your business does and what makes it unique
Products/Services
For each product or service, provide:
- Name: Product/service name
- Category: Classification (Electronics, Apparel, Consulting, etc.)
- Description: What it is and key features
- Price: Cost or price range
- Availability: In stock, made-to-order, seasonal
- Specifications: Size, color, technical specs
- Images/Links: Product page URLs
Business Operations
Business Hours *
Operating hours for each day:
Monday-Friday: 9 AM - 6 PM
Saturday: 10 AM - 4 PM
Sunday: Closed
Response Time
Expected response time for inquiries (AI responds instantly, but set expectations for human follow-up)
Service Area
Geographic areas you serve (local, regional, national, international)
Ordering & Purchase Process
- How to Order: Website, phone, email, in-person
- Payment Methods: Credit cards, PayPal, invoicing, etc.
- Minimum Orders: If applicable
- Lead Times: How long from order to delivery
- Shipping Options: Standard, express, pickup
- Shipping Costs: Rates or free shipping thresholds
Customer Service Policies
Return Policy *
• Return window (e.g., 30 days)
• Conditions for returns
• Restocking fees
• Refund processing time
Warranty/Guarantee
What's covered, duration, how to claim
Exchange Policy
Can customers exchange items? Process and conditions
FAQs to Configure
Organize FAQs by category:
General Questions
- • What do you sell/offer?
- • Where are you located?
- • What are your hours?
- • Do you have a physical store?
Product/Service Questions
- • What's the difference between X and Y?
- • Is this suitable for [use case]?
- • Do you offer customization?
- • What sizes/colors are available?
Ordering Questions
- • How do I place an order?
- • What payment methods do you accept?
- • Can I cancel my order?
- • Do you offer discounts?
Shipping Questions
- • How much is shipping?
- • When will my order arrive?
- • Do you ship internationally?
- • How do I track my order?
Contact Information
Customer Service Email *
Main support email address
Phone Number
Customer service phone line
Website
Your company website URL
Social Media
Links to Instagram, Facebook, Twitter, etc.
Assistant Personality
Configure the Assistant's Voice:
- Tone: Professional, Friendly, Casual, Technical
- Brand Voice: Match your company's communication style
- Greeting: Welcome message customers see first
- Closing: How the assistant signs off
Advanced Features
- Lead Capture: Collect customer information for follow-up
- Appointment Booking: Schedule consultations or service calls
- Order Tracking: Integrate with your order system
- Product Recommendations: Suggest products based on needs
- Abandoned Cart: Follow up with customers who didn't complete purchases
✅ Launch Checklist: Before going live, test with questions like "What do you sell?", "How much does [product] cost?", "What's your return policy?", "How do I order?", and "Are you open on Sunday?"