Tone of voice
Choose Formal, Friendly or Casual. Friendly suits most businesses. Formal is better for solicitors, accountants and medical practices.
When it isn’t sure
- Ask a question, then offer a person: Chati asks what they mean first. If it still can’t help, it offers your team.
- Offer a person straight away: best when a wrong answer would cost you, such as prices or bookings.
- Take contact details: Chati asks for their name and email so your team can get back to them.
Topics to avoid
List subjects Chati should never give advice on, such as medical, legal or financial advice. If a visitor asks, Chati says your team can help instead.
Extra instructions
Anything else Chati should always do or say. For example: “Always mention that consultations are free” or “Call our customers guests, not clients”. Keep each instruction short and clear.
Sources under answers
On the Look tab, under Extras, you can show a link to the page each answer came from, so visitors can check it for themselves. We recommend leaving it on.