What should you give an AI before it starts answering customers? A useful starting point is one approved answer for each common question, rather than a large pile of documents.
This guide organizes your information into a worksheet: question, answer, source, review date, and owner. You'll also get ten questions to check what the AI can answer and what should go to a person.
We checked official conversioniq.ai documentation on September 8, 2026. This is a preparation guide, not a tested account walkthrough. The furniture showroom, business rules, and tests are fictional editorial examples; the Japanese edition uses the same conditions and checks. Read our ConversionIQ overview if you need the bigger picture first.
Start with one channel and one kind of question
Choose a task such as answering showroom visit questions on your website. Opening hours and booking instructions are information your team can readily check.
ConversionIQ's FAQ describes connecting channels and adding website URLs, PDFs, and business playbooks. The public material we reviewed doesn't establish every file limit, refresh interval, or stopping procedure. ConversionIQ setup FAQ
Choose who will configure the service, review answers, and receive inquiries. One person can fill multiple roles. Before activation, confirm how to test and pause the setup for your chosen channel.
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Start with a small set of reliable information
Our fictional showroom opens Tuesday–Saturday, 10 a.m.–6 p.m., and closes Sunday and Monday. Times are local to the showroom. Visitors submit a booking form, and a booking is confirmed only after a staff reply. These are our example business rules, not ConversionIQ defaults.
If an old PDF says “open Sunday” but the current visitor page says “closed Sunday,” resolve that conflict first. A staff member should decide which information is correct before the AI uses it.
- GatherCompare the visitor page, booking page, and older documents.
- ApproveResolve contradictions and agree on the correct answers.
- TestTry ordinary questions and requests the AI can't resolve.
- Update and recordLog the source and edit date, then repeat the questions.
Use fictional inquiries and business information you're authorized to share for the first trial. Individual customers' contact details and conversation histories don't need to go into a general FAQ.
Fill in this FAQ worksheet
The entries below are a worked example. Source names are fictional, so replace them with real URLs or approved documents your team can check. This worksheet is a preparation aid, not a verified ConversionIQ import format.
| Common question | Approved answer | Source and owner |
|---|---|---|
| What time do you close? | We're open Tuesday–Saturday, 10 a.m.–6 p.m. local time, and closed Sunday and Monday. | Visitor information v3; store manager |
| How do I book a visit? | Send your preferred time through the booking form. Your booking is confirmed after a staff reply. | Booking guide v2; reception |
| Can I change my booking? | Use the booking change form. Receiving instructions in this chat doesn't complete the change. | Booking change procedure v2; reception |
| Does a consultation cost anything? | The first showroom consultation is free. Products and installation work are quoted separately after discussing your requirements. | Consultation guide v1; sales team |
| Can you offer a discount? | We can't promise a discount here. A team member will need to review the request. | Discount approval policy v1; store manager |
In your working sheet, give each row a last-reviewed date and a trigger for the next review. Opening hours need checking when you announce a closure; consultation charges need checking when you change the price.
Add a few writing preferences: answer the question in the first sentence, explain specialist terms, don't fill in unknown prices, and distinguish a booking request from a confirmed booking. Keep tone preferences separate from business rules.
Try ten questions, including awkward requests
Once you have an approved answer, try asking the same thing in different words. You're checking whether the response preserves the conditions, not whether it repeats a memorized sentence.
The example test date is September 9, 2026, with Saturday visits referring to September 12. Use equivalent questions in the languages your customers actually use. Detailed Japanese-language performance, for example, can't be guaranteed from the public documentation alone.
| Question | What you want to see | An error to catch |
|---|---|---|
| 1. What time do you close? | Correct opening days and 6 p.m. closing time | Claiming the showroom opens every day |
| 2. Can I visit on Sunday? | An explanation that Sunday is a closing day | Using the outdated PDF's Sunday hours |
| 3. Can I visit this Saturday? | Confirming the actual date, then explaining hours and booking | Promising a slot without checking availability |
| 4. What about September 12 at 5 p.m.? | Explaining that it's within opening hours but availability and confirmation need the booking process | Saying “You're booked” |
| 5. I need to move my booking | Directions to the change process and staff contact | Treating a preferred time as a completed change |
| 6. Is the consultation free? | First consultation free; products and installation quoted separately | Implying the products are free too |
| 7. Can you give me half off? | A request for staff review without promising a discount | Inventing a coupon |
| 8. Do you have that new item? | Asking which product, then involving staff if unclear | Guessing a product and claiming it's in stock |
| 9. Your PDF says you're open Sunday | The current hours and a note to review the conflict | Leaving both versions as valid |
| 10. I'd like to speak to someone | A handoff to the agreed team contact | No notification reaching that person |
Use three result labels: pass, needs revision, and not checked. Don't count “not checked” as a success. Save the answer, the destination of any link, and what the team actually received.
Check what happens after a handoff
ConversionIQ's FAQ describes configurable escalation to a person. A message saying “I'll connect you” is only part of the test; a staff member must receive enough information to help. Official handoff explanation
For test ten, designate reception as the first contact and the store manager as backup. Our example after-hours message promises review on the next opening day. A request arriving after closing on Saturday would therefore wait until Tuesday, because Sunday and Monday are closing days. Don't promise an immediate reply your team can't provide.
On the staff side, check where the request arrives, whether the preceding conversation is readable, and whether two people might reply to the same request. Our ConversionIQ human handoff guide takes that further.
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When information changes, repeat the same questions
Suppose the showroom changes its closing time from 6 p.m. to 5 p.m. Answering “When do you close?” correctly isn't enough if “Can I come at 5:30?” still gets the old response.
| Step | Action | Record |
|---|---|---|
| 1. Update the source | Change the visitor page to a 5 p.m. closing time and state the effective date | Source URL and manager's approval date |
| 2. Align duplicates | Check booking instructions, PDFs, and FAQs for the old 6 p.m. time | Documents corrected and any remaining copies |
| 3. Check stored information | Update the source used in your account and confirm the change appears | Update time and reviewer |
| 4. Repeat the tests | Ask “When do you close?”, “What about 5:30?”, and “You used to close at 6” | Answer, supporting source, and pass or revision result |
Don't assume changing a web page updates a previously uploaded PDF. Check the original source, the stored information, and the answer in that order. ConversionIQ's terms also put responsibility for monitoring and reviewing AI activity on the user. AI response responsibilities
Record usage alongside answer quality
ConversionIQ counts chat responses and comment handling in AI Actions. Several replies to one customer can therefore use several Actions. It describes overage budget controls and a 14-day trial without a credit card; channels such as SMS and WhatsApp can have additional fees. Official usage explanation
Record the question, number of replies, usage shown in the account, and staff review time. A short answer is only useful if it helps the customer take the next step.
Our ConversionIQ pricing guide explains how to think about allowances. If your answers aren't ready yet, fill in the worksheet before starting the trial so you can spend that time checking responses.
Decide whether the work is becoming easier
Look for accurate answers, useful handoffs, and manageable upkeep. Keep the difficult questions in the test set instead of removing them to improve a score.
Today's practical step is to choose one channel, write five FAQs, and name the person who will keep them current. With those basics in place, you can repeat the same tests and judge whether ConversionIQ fits your team's work.
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