Chatbots and conversational assistants
Give customers a way to ask questions and find the right information. Levered builds assistants around approved sources, with clear limits and a handoff when a person needs to help.
What the work involves
Scope of work
- 1.Define questions and public or authorized sources
- 2.Build retrieval and escalation behavior
- 3.Test unsupported questions and stale information
What we need to begin
- 1.Approved knowledge, access rules and a destination for unresolved questions
How we evaluate progress
- 1.Answer correctness, source coverage and completed handoffs
What you get
- A knowledge and access map
- An assistant with source and escalation behavior
- A coverage and failure-test report
- Private data access must be explicitly scoped. A correct answer to one prompt does not establish reliable coverage across the whole business.
Where we might start
Choose a bounded question set, connect approved sources and test both relevant questions and requests that fall outside the assistant's remit.
Common questions
How do you keep an assistant from inventing an answer?+
Give it a defined source set, require uncertainty when evidence is missing and test questions outside its coverage. Retrieval helps, but ongoing review is still needed.
Can the assistant take actions too?+
That is a separate scope. Answer retrieval should not silently gain permission to change records, send messages or make commitments.
Related services and evidence
AI & enablement
Put AI to work answering questions, handling calls and completing repeatable tasks. Levered builds the workflows and teaches your team how to use and review them.
AI phone agents
Help callers get answers and reach the right next step, including after hours. Levered builds AI phone agents with approved information, call routing and a path to a person.
AI training and team playbooks
Help your team use AI on work they already need to do. Levered runs practical sessions and creates playbooks using your tools, examples and review requirements.
AI workflow automation
Connect the repeated steps that slow your team down. Levered builds AI workflows for tasks such as research, content preparation and reporting, with checks before consequential actions.
Let’s talk about what you need
Tell us what you need to change. We’ll talk through the work and whether Levered is a fit.
Book a callRather talk? Call (310) 745-0014 anytime.