Conversation and escalation design
Define supported questions, out-of-scope responses and the information passed to a human when a conversation cannot be resolved.
AI Chatbot Development
AI Chatbot Development
Build a conversational interface that answers from approved information or completes a bounded action, with a clear route to a person.
Inside the delivery
A conversation with sources, actions and a human exit
Map supported questions, authenticated tasks and the point at which an agent must hand over. The flow below shows the main delivery stages and the evidence produced at each step.
- 01
Conversation boundaries
Map supported questions, authenticated tasks and the point at which an agent must hand over.
Output
Conversation and escalation map
- 02
Knowledge retrieval
Connect approved sources with document permissions, update rules and citations where supported.
Output
Knowledge ingestion and retrieval configuration
- 03
Controlled actions
Validate tool arguments and require confirmation before changing customer or business records.
Output
Action contracts and confirmation rules
- 04
Conversation evaluation
Test ambiguous questions, unavailable tools and unsupported answers with representative conversations.
Output
Conversation test set and handoff evidence
Controls across the workflow
- Source permissions
- Action confirmation
- Fallback responses
- Conversation retention
Decisions that shape the scope
- Should the chatbot answer or take action?
- An informational chatbot needs source grounding. Transactional tasks also require identity checks, explicit permissions and confirmation; retrieval alone does not make actions safe.
- What needs to be available before delivery?
- Approved knowledge sources, support transcripts you can share, channel requirements, action APIs and escalation ownership.
Before you commit
Is this the right engagement?
- What we need from you
- Representative conversations, approved knowledge sources, channel requirements and the actions users may authorize.
- How you accept the work
- Test answer grounding, refusal behavior, permission boundaries, action confirmation and human handoff against a reviewed conversation set.
- Scope & alternatives
- An informational chatbot needs source grounding. Transactional tasks also require identity checks, explicit permissions and confirmation; retrieval alone does not make actions safe.
Capabilities
Engineering scope and deliverables
Select the work that addresses your constraint. Responsibilities and acceptance criteria are agreed before delivery.
Knowledge and action integration
Connect approved sources and authenticated tools. Separate answering a question from permission to change a business record.
Conversation evaluation
Create test dialogues for ambiguous requests, missing evidence and unauthorized actions, then review failures before release.
Integrations
Selected for your environment
Tools are chosen around your existing systems, access requirements and operating constraints.
OpenAI
Azure OpenAI
Cloud platforms
Vector and search systems
Business applications
Internal APIs
Frequently asked questions
Questions to resolve before starting
01Should the chatbot answer or take action?
Should the chatbot answer or take action?
An informational chatbot needs source grounding. Transactional tasks also require identity checks, explicit permissions and confirmation; retrieval alone does not make actions safe.
02What should we prepare for the first technical discussion?
What should we prepare for the first technical discussion?
Approved knowledge sources, support transcripts you can share, channel requirements, action APIs and escalation ownership.
03What evidence is available at handover?
What evidence is available at handover?
The agreed delivery includes conversation test set and handoff evidence. Test ambiguous questions, unavailable tools and unsupported answers with representative conversations.
04How is the engagement estimated?
How is the engagement estimated?
We review the available inputs before estimating: Approved knowledge sources, support transcripts you can share, channel requirements, action APIs and escalation ownership. The proposal identifies dependencies, review milestones and excluded work; the scope determines the schedule.
Start a conversation
Discuss your next technical step
Share your current situation and the constraint you need to resolve. We will use the discovery inputs above to define a practical scope for AI Chatbot Development.