Most support bots get installed and then quietly underperform, because the hard part isn't the AI. It's the configuration and keeping it current. This playbook covers both, based on real production work.

What's inside:

• A copy-paste configuration you can drop into your bot: escalation rules, tone, security, clarification, spam, and accuracy

• A security setup that keeps the bot from confirming scams, which matters in crypto and fintech

• A clear escalation framework: what should always reach a human, and what shouldn't

• How to set up reporting that shows you what to improve next

• Two reusable report templates, including one for showing the bot's value

• A simple weekly loop for improving results over time

• How to write knowledge base entries a bot can actually retrieve
  

Who it's for: founders, support leads, and operations people responsible for a busy support queue.