Tune Tone and Policies Without Code

Great assistants don’t just answer correctly; they answer like your brand would—and they know when not to answer. If you manage multiple sites or clients, you need an easy way to set tone, boundaries, and disclaimers without copy‑pasting prompt magic.

Here’s how to train your assistant’s “voice” and guardrails the practical way, powered by your own sources.

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.

The Problem to Avoid

• Inconsistent tone across pages, languages, or teams.
• Over‑confident answers on sensitive or incomplete topics.
• Time wasted tweaking prompts when content is the real gap.

Instead, use clear settings, strict policies, and a review loop.

Define Tone Like a Style Guide

• Voice: friendly, concise, professional. Avoid jargon unless user uses it first.
• Format: 2–4 line answers with clear citations; bullet lists only when helpful.
• Safety: include domain‑specific disclaimers (e.g., “Verify dimensions before purchase”).

Set this once in behavior settings; reuse across assistants with minor edits per client/site.

Set Policies That Prevent Mistakes

• Strict scope: only answer from verified sources; otherwise say “I don’t know.”
• Collection filters: restrict to Catalog for shopping; Support for troubleshooting.
• Sensitive topics: add “always escalate” rules (e.g., safety, compliance, pricing if volatile).

Guardrails make quality predictable. They’re faster than clever prompts.

Starters and Follow‑Ups Shape the Journey

• Starters mirror real questions (from tickets and search terms), not categories.
• Follow‑ups disambiguate (“Model A or B?”) and propose next actions (“See size guide”).

These are your “micro‑flows” without flow builders.

A Short Setup You Can Copy

1) Behavior

• Tone and language per site/locale.
• Default structure: short answer → citations → CTA.

2) Policies

• Strict answers; collection filters by context.
• Escalation keywords and a “Contact support” fallback.

3) Content Hygiene

• Add missing pages/PDFs; schedule re‑ingest weekly or monthly.
• Keep product and policy changes in sync with your sources.

Testing Without Guesswork

• Playground sessions: ask top 20 intents; verify citations and tone.
• A/B: short vs long answers; strict vs hybrid scope (precision vs coverage).
• Votes: collect user feedback to spot tone misfires.

Examples You Can Reuse

Behavior snippet:

• “Answer in a friendly, concise tone. Prefer 2–4 line answers with a source citation. If the information is not present in the provided sources, respond with ‘I don’t know’ and suggest the nearest verified next step.”

Policy snippet:

• “For safety/compliance topics, do not advise—present the relevant policy and offer to contact support.”

Why This Works

When answers are grounded in your content and framed with consistent tone and guardrails, users build trust quickly. Your team spends time updating sources, not wrangling prompts. And because settings are no‑code, you can clone the setup across sites in minutes.

Want templates for tone/policy by vertical (industrial, services, education)? We can share starting points you can tailor and publish today.

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