Audit Your Assistant: A Quality and Compliance Checklist

Assistants drift without guardrails. A short, repeatable audit keeps answers accurate, on‑brand, and compliant—especially across multiple sites or clients.

Run this checklist monthly (or before big launches) to stay ahead.

How AI (and Seekdown) Solves It

1. Unify every product source. Seekdown ingests websites, catalogs, PDFs, and APIs into governed collections so answers stay scoped to the facts you trust.
2. Serve strict, cited responses. Retrieval, summarization, and tone controls ensure every AI answer cites the right SKU page or spec sheet—no hallucinations.
3. Guide conversions automatically. Intent-aware starters and CTAs route shoppers to quotes, carts, or humans the moment confidence dips.
4. Measure and improve. Built-in analytics expose intent coverage, low-confidence gaps, and assisted revenue so you can prove ROI and iterate weekly.

1) Sources and Freshness

• Crawl and re‑ingest key sites and PDFs.
• Retire outdated docs; verify the latest version is cited.
• Confirm canonical URLs; avoid staging or duplicate content.

2) Behavior and Policies

• Tone: friendly, concise, on brand.
• Strict answers: “Only from sources; say ‘I don’t know’ otherwise.”
• Escalation: sensitive topics (safety, compliance, billing) route to humans.

3) Collections and Scope

• Separate Catalog, Policies, Support; keep noisy sources out.
• Check multilingual collections; answers should cite the right locale.

4) UX and Accessibility

• Starters: reflect top intents; refresh monthly.
• Follow‑ups: clarify variants quickly.
• Accessibility: aria‑labels, keyboard navigation, contrast.
• Performance: async load; fast first render.

5) Quality Signals

• Votes: investigate downvoted answers; fix sources or tone.
• Citation CTR: low click‑through may signal weak proof.
• Time to first answer: aim for < 5 seconds median.

6) Compliance and Privacy

• Review data capture (forms): collect only what’s needed; show confirmation.
• Check domain whitelists and security mode (None/API/OIDC) per site.
• Verify logs retention and export practices.

7) Business Outcomes

• Deflection on support intents; assisted conversions on sales intents.
• Top gaps fixed this month; next three to tackle.

What to Do With Findings

• Add missing pages/PDFs; schedule re‑ingest.
• Adjust tone or disclaimers; refine escalation copy.
• Update starters and follow‑ups based on new patterns.

Audits don’t need to be scary. With 30 minutes and this checklist, you’ll keep your assistant helpful, safe, and on‑brand—month after month.

Launch your assistant