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Chatbot or knowledge assistant: define the job first

CodeAstra Tech · Engineering decision guide

Start with the problem

A conversational interface is not a complete product requirement. Decide whether the job is answering approved knowledge, collecting information or taking an action.

Define the scope

A knowledge assistant needs source updates, retrieval permissions and traceable answers. A guided intake flow may need only structured questions and validation.

Check the failure cases

When an answer is unavailable, route the user to a person or a clear alternative. Do not invent an answer to make a conversation appear successful.

Make the decision

Evaluate task completion, correct escalation and unsupported answers. Conversation volume by itself does not establish business value.