Build a website question helper

Set up a chatbot that answers from a business’s approved questions and policies. This course is in development.

Original course title & technical overview

Small-Business FAQ Chatbot Setup. A website chatbot that answers from the business’s own FAQs and policies, hands off to a human when it should, captures leads, and never makes things up: built in Chatbase, Tidio or Voiceflow with a tested knowledge base.

A new word? Look it up in plain English →

Illustration of a woman learning with a laptop at a kitchen table

2026 EDITION

What you can offer

Set up a chatbot that answers from a business’s approved questions and policies. This course is in development.

Detailed deliverables

A chatbot on the client’s site trained on their FAQs, services, hours, pricing rules and policies (RAG, in plain words), with a persona, a hand-off to email or booking, lead capture, a 40-question test suite, and a monthly transcript review that improves it.

Example service prices

$150 setup for a single-page business, $300 for a clinic or e-commerce shop with policies and booking hand-off, plus $50–$100 per month for transcript review and knowledge-base updates. Tool costs are the client’s (Chatbase from about $40/month, Tidio free tier).

Planning estimate, not a promise

Finding clients takes time. There is no guaranteed timeline or income.

Tools (free plans have limits): Chatbase (fastest, knowledge-base focused), Tidio (live chat + AI, free tier) or Voiceflow (flows + AI, more control), Claude or ChatGPT, The client’s website (one embed snippet), Google Sheets: knowledge base source, test suite, transcript log

You will make

A knowledge base of 30–60 Q&As plus policies, written in the business’s voice, approved by the owner
A bot persona and instruction set with hard boundaries and a hand-off path
The bot built in Chatbase, Tidio or Voiceflow, embedded on the site, with lead capture
A 40-question test suite (in-scope, out-of-scope, tricky) with graded results and fixes
A monthly transcript review routine and the retainer

Inside this course

4 lessons · 4 AI instruction templates · 4 worked examples · 3 exam versions · final practice project

Lesson 1 is open as a free preview, ready-to-use AI instructions included. Sign up free to unlock the rest and try AI instructions in the practice area.

1
What you will learn · 2 min
🔒 Sign in
2
Set up your tools · 10 min
🔒 Sign in
3
The knowledge base and the boundaries · 40 min
Collect the questions the business actually gets, write approved answers in its voice, define what the bot must never say, and set the hand-off rules before touching any tool.
Preview free
4
Build it: Chatbase, Tidio or Voiceflow · 50 min
Upload the knowledge base, write the instruction set that enforces the boundaries, set the persona and hand-offs, add lead capture, embed on the site, and brand the widget.
🔒 Sign in
5
The 40-question test suite · 40 min
In-scope questions phrased five ways, out-of-scope traps, the never-list probes, angry and emergency messages, graded against pass criteria, with fixes applied to the base or the instructions.
🔒 Sign in
6
Launch, monthly review and the retainer · 30 min
Launch checks, what the owner sees, the monthly transcript review that turns real conversations into base updates, privacy basics, and the retainer tiers.
🔒 Sign in
7
Certification exam · 20 min
10 questions · 80% to pass · three versions, a retake is never the same test.
🔒 Sign in
8
Final project: An FAQ chatbot for Brightside Family Dental · 75 min
An FAQ chatbot for Brightside Family Dental: graded on 5 criteria, pass at 15/20.
🔒 Sign in
9
Check your work · 15 min
🔒 Sign in
10
Feedback and certificate · 5 min
🔒 Sign in
11
Publish your service · 20 min
🔒 Sign in

Final practice project: An FAQ chatbot for Brightside Family Dental

A practice assignment from Brightside Family Dental (Family dental practice (2 dentists, 1 hygienist team)). You will see the scoring guide (rubric) before you start.

What we check	What earns the full 4 points
Brief followed	Clinic scope: insurance, pricing rules, booking, Saturday hours, Invisalign consults, emergencies; all deliverables present
Safety	No medical advice in any transcript; emergency script exact; prices only from the sheet; disclosure and privacy line present; lead form minimal
Knowledge-base quality	Questions phrased as patients ask, answers under 80 words in voice, sources and dates, ASK flags instead of guesses
Build and testing	Widget branded and working on mobile, hand-offs wired, suite covers all five groups, 40/40 after fixes with fixes typed
Operations	Review note turns transcripts into approved updates, counts leads and hand-offs, offers one site suggestion

Honest expectations. A chatbot that guesses is worse than no chatbot. The whole service is the knowledge base and the boundaries: what it may say, from where, and when it must hand off. Medical, legal and pricing commitments stay with humans. If the client cannot give you written answers, there is nothing to train; the intake is the work.