Custom AI Chatbot Toolkit

Productivity & Support Assistant, Powered by Your Business Brain

Overview

What if you could turn your documents, playbooks, and FAQs into a 24/7 assistant that actually knows your business?

The Custom AI Chatbot Toolkit takes the repetitive questions you answer all the time—internally or externally—and hands them off to a smart, searchable chatbot tailored to your operations. It’s like cloning your best answers, your best tone, and your best documentation… and making it instantly available to your team or clients, whenever they need it.

This is not a generic “ChatGPT plugin.” It’s a purpose-built support tool trained on your stuff—with your brand voice and your real-world needs.

What’s Included

Discovery Interview

  • 30-minute intake session to surface the 3–5 most frequent, repetitive questions your team or clients ask

  • Identify the key documents (Google Drive, Dropbox, Notion, etc.) you already have that hold the answers

Bot Buildout

  • Integrate SOPs, training guides, internal docs, and FAQs into a searchable, responsive chatbot interface

  • Tailor the bot’s role to focus on one or more of the following:

  • Internal operations assistant

  • Customer service assistant

  • Sales follow-up helper

Custom Prompt & Style Tuning

  • Build 2–3 specialized prompts or workflows the bot can handle with context

  • Match the chatbot’s tone to your brand: friendly, formal, concise, confident—you decide

Delivery & Training

  • A hosted or exportable chatbot interface (depending on your platform needs)

  • 1-hour live Zoom walkthrough to coach your team on how to use it

  • A simple prompt library (delivered as a Google Doc or Notion file)

  • A 1-page “Ops FAQ” to help onboard new team members to your new AI assistant

What You’ll Need

  • Access to your existing documentation (Google Drive, Dropbox, Notion, etc.)

  • Basic comfort with using web-based tools

  • (Optional) CRM or ticketing tool integration if using the bot for service or sales

Need extra guidance? Add-on training is available if you or your team want more hands-on support after go-live.

Is This Right for You?

This service is ideal for:

  • Small teams answering the same questions over and over

  • Growing businesses trying to scale without hiring a full-time admin

  • Anyone with solid documentation but not enough time to “be the brain” for everyone else

If you’re tired of repeating yourself, sending the same links, or cleaning up errors from inconsistent info—this bot is built for you.

Sample Use Cases

Client Service Assistant:

“What’s our refund policy?” — Answered instantly, with the correct info every time.

Internal Helpdesk:

“Where’s the latest pricing deck?” — No more Slack messages or inbox fishing.

Sales Assistant:

“Draft an intro email based on this inquiry.” — Personalized outreach, generated in seconds.

Admin Operations:

“Remind me what to include in an onboarding packet.” — Consistent checklists, no guesswork.

Let’s Build Your Business Brain.

We’ll turn your docs into a dependable digital teammate—no jargon, no complexity. Just a smarter way to support your clients, your team, and your own sanity.