What this series is about
We’ll make a chatbot that feels friendly and helpful. It knows what it should do, what it should not do, and how to ask a human for help. We keep a few always rules for safety and truth. We let style be flexible so answers don’t sound like a robot.
Who it’s for:
Coaches, course creators, and small teams who want a helpful AI-powered bot that sounds human.
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The Jazz Café Idea
Think of your bot like a small jazz café.
- House Rules = Safety. No dangerous tips. No making things up. If someone is in crisis in the U.S., show 988.
- Menu = Scope. The bot covers FAQs, pricing, account basics, and simple coaching. Off-menu requests get a kind “I can’t do that—try this instead.”
- Host’s Voice = Tone. Calm, warm, playful, or coach-like—pick what fits the person.
- Song Choices = Reply Shapes. Use the best shape for the moment: Quick Answer, Two Options, Mini-Coach, or Checklist.
- Recipe Cards = Your Pages. For facts, the bot looks up your approved pages and names the page it used.
- Sound Check = Testing. We try a small set of questions to make sure answers are helpful, safe, and fast.
- Manager on Call = Human Handoff. If the bot can’t help, it shows how to reach you.
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Our Aim:
- Safety first. Follow the rules, protect people, and tell the truth.
- Human feel. Flexible tone and shapes so answers don’t feel canned.
- Small steps. Short lessons with copy-and-paste examples.
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Key Words (quick and easy):
- Generative AI: a tool that writes answers.
- Prompt: the instructions you give the bot.
- Scope: what the bot can and can’t do.
- Guardrails: safety rules and kind refusals.
- Reply Shapes: ways to format an answer (Quick, Options, Mini-Coach, Checklist).
- Look Up & Cite: the bot checks your pages and says which page it used.
- Creativity Dial: turn down for exact facts, up for ideas.
- Handoff: how to reach a human.
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What you’ll learn next
- Set the mission and menu (what’s in, what’s out)
- Give the AI-powered bot a clear voice and pick good reply shapes
- Add safety rules and kind refusals
- Hook up your pages so facts are cited
- Test quickly, tune the creativity dial, and launch