Step 4 of 8View steps

Completed: Business Basics
Completed: Call Situations
Completed: Use Cases
Services & Policies
Knowledge Base
Language & Voice
Human Escalation
Review & Submit

Step 4 · Services & Policies

Tell your AI what your business offers

Add the main services customers can ask about, optional pricing guidance and the policy boundaries that should go to your team.

Primary services

Start with the services customers ask about most often. You can add more or update them later.

Service 1

Service nameWhat is included?OptionalTypical duration (minutes)OptionalPricing guidance

Customer policies

Add plain-language guidance for common questions. Generated text is only a starter draft and must be reviewed by you.

Cancellation policy

Refund policy

Sensitive topics

Add topics the AI should not resolve on its own, such as legal advice, serious complaints or exceptional refunds.

Topic

No sensitive topics added yet.

Human review stays in control

The AI will not approve refunds or resolve complex complaints. It will collect the customer's details and request, then follow your human escalation rules.

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