SIMCOAICustomer docs
Customer conversations

Set up AI chat support

Train SIMCOAI chat to answer questions from your business knowledge, collect useful details and escalate when a human should take over.

Answer common customer questions fasterCapture structured information before handoffPrevent AI overreach on sensitive topics
Fast replies need clear knowledge, guardrails and escalation rules.
Fast replies need clear knowledge, guardrails and escalation rules.
Knowledge

Give chat the right source material

Put customer-ready information into SIMCOAI: FAQs, policy text, service details, order notes and team instructions. Keep internal-only comments out of customer-visible answers.

  1. Add the questions customers ask every week.
  2. Write answers in the tone you want customers to hear.
  3. Mark prices, timings and policies that change often.
  4. Test edge cases before publishing.
Escalation

When chat should hand off

SIMCOAI should escalate when the customer sounds upset, mentions legal or safety issues, needs regulated advice, asks for card capture, or requests something outside your configured policies.

  • Complaints or regulator language
  • Chargebacks, refunds outside policy or billing disputes
  • Legal, medical, safety or emergency topics
  • Card numbers or sensitive personal data
  • Anything your business has marked as human-only
Quality

Make replies sound more human

Short answers, specific next steps and context-aware follow-up questions work better than repetitive scripts. Avoid forcing the same “anything else?” style closing after every response.

Ask one useful question at a time.

Use customer wording from your business.

Let the conversation end naturally when the task is complete.