Build a customer agent with knowledge, procedures, and actions

What is Chatbase?

Chatbase is an AI agent platform for customer interactions. A team connects its data sources, defines the agent's role, and sets instructions and guardrails before testing and deployment. The current product covers support, sales, and product guidance across channels including chat, email, and voice. Its practical value is in linking an answer to a defined procedure, so a customer conversation can move toward a useful resolution instead of stopping at general information.

Write the procedure before connecting actions

Chatbase presents procedures written in plain language, actions such as order lookup, and a helpdesk where AI and human staff share the conversation. An agent might gather an order identifier, retrieve the relevant details, and explain the permitted next step. The workflow should make the required evidence and the boundary of the agent's authority explicit.

Test what happens when the normal path fails

Prepare cases with missing information, conflicting policies, and requests that require a person. Review how the agent asks follow-up questions and whether it keeps customer information separated appropriately. Start with a small, well-documented set of tasks. Use real conversation review to improve instructions and sources, while keeping a visible handoff route for cases that should not be automated.

Features to explore

• Knowledge-connected agents
• Plain-language procedures
• Business-system actions
• Testing and human helpdesk collaboration

Who is Chatbase for?

Best for businesses that want a customer assistant to follow specific processes as well as answer questions. It fits teams with maintained product knowledge, clear support policies, and people available to review and handle exceptions.

Before you get started

Verify action permissions and test account-specific information carefully. Channel and feature availability may vary; keep sensitive decisions and unusual requests on a defined human escalation path before expanding an agent's responsibilities.