Chatbase

Create an agent and add a small, authoritative knowledge set first, such as the current help center or product documentation. Configure the agent's tone, boundaries, and escalation behavior before embedding it on a website. Test questions that are easy, ambiguous, outdated, and deliberately outside scope to see when the agent invents an answer or needs a human. Keep source content current and remove superseded documents. If you add actions or customer-data integrations, enforce authorization on the backend and do not let the model decide whether a user is permitted to access sensitive information.

For a first evaluation, keep the scope small enough that you can compare the AI-assisted result with a known baseline. Record the configuration, model or workflow choices that produced the result so successful tests can be reproduced. If the product connects to external systems or private data, grant the minimum permissions required and review the provider's current security and data-handling documentation before expanding access.