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AI agents & answers

Check an answer and its sources

Distinguish a plausible-sounding answer from one that is actually supported by your business material.

Where to find itAgent test chat / Inbox conversation

Before you begin

Open AI agents and select the agent you want to edit. Check its name and workspace before saving: other agents have their own settings.

Example workspace · Demo data. Resume returns the conversation to the AI; choose deliberately after finishing human support. Select the image to enlarge it.
A staff-controlled conversation with the Resume button and message composer

Example workspace · Demo data. Resume returns the conversation to the AI; choose deliberately after finishing human support. Select the image to enlarge it.

Step by step

  1. 1

    Ask a precise question

    Choose a question with an answer you can find in one approved source. Include enough context to distinguish similar products or policies.

  2. 2

    Inspect the source references

    Open the answer’s source disclosure where available. Check whether the referenced material actually states the claimed fact.

  3. 3

    Test an exception

    Ask about a case the sources do not cover. The assistant should acknowledge the gap rather than invent a policy.

  4. 4

    Fix the source or behavior

    Update contradictory or outdated sources, refine the prompt when needed and repeat the same test after processing.

Good to know

A citation identifies supporting material; it is not independent proof that every sentence is correct. Staff should still review consequential advice.

Check the result

Save, start a fresh test conversation and compare the answer with your approved business facts. Settings do not rewrite messages already sent.

Questions & troubleshooting

The right source exists but is not used

Make its title and content specific, check processing status and remove contradictory duplicates.

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