🤖 Automations & Chatbots

AI that answers from your website, not from imagination

A general AI will confidently invent your returns policy. A grounded one won't — here's the difference and how to build it.

A grounded AI answer is one generated only from material you supplied — your crawled website pages and your approved question-and-answer pairs — rather than from the model's general knowledge. The distinction is the entire safety story of putting AI in front of customers.

An ungrounded model asked "what's your returns window?" will produce a confident, plausible, invented answer. A grounded one either answers from your returns page or admits it does not know. For a shop, the second behaviour is worth far more than the first.

How the step works

The Answer from Knowledge Base step searches your own material for the customer's question, sends an answer built from what it finds, and then branches two ways:

That second branch is the important one. It is not an error path; it is the normal, expected outcome for anything you have not written down, and it is where you wire a human.

Build it

  1. Go to Automations → Knowledge Base and create a collection.
  2. Add your website URL and let it crawl. Point it at the pages that answer questions — shipping, returns, sizing, FAQs — not your whole shop.
  3. Add question-and-answer pairs by hand for anything not on your site.
  4. In a new automation, trigger on Customer Message Received.
  5. Add an If Customer Sent condition limited to text, so images and voice notes go to a person instead.
  6. Add Answer from Knowledge Base and pick your collection.
  7. Wire the unanswered branch to Assign Chat.

Install the full flow

Includes a "did that help?" follow-up and a human handover on both the unanswered branch and a "no, I need a person" reply.

Add this automation to my account It installs as a draft. Nothing is switched on and no customer is messaged until you press Publish.

What it will and will not know

QuestionCan it answer?Why
"What's your returns policy?"YesIt is on a page you crawled
"Do you ship to Ireland?"YesIf your shipping page says so
"How do I wash this?"YesIf care instructions are on the product page
"Is the blue one in stock in medium?"NoNothing connects it to live inventory
"Where is my order?"NoThat is customer-specific data, not published content
"Can you do 20% off?"NoNot a question your website answers

The stock question is the honest limit. "Is this in stock in medium?" is one of the most common questions an ecommerce bot receives, and a grounded knowledge base cannot answer it, because stock is live data rather than published content. Route stock questions to a person, or to a lookup — see the Google Sheets and external API steps. Do not hope the AI will handle it.

Why grounding matters commercially, not just ethically

An invented answer is not a neutral failure. If a bot tells a customer they have 30 days to return something and your policy says 14, you have either a complaint or a refund you did not owe. Multiply by the volume automation exists to handle and the downside is larger than the labour saved.

There is a platform dimension too. Answers that annoy customers produce blocks and reports, which move your quality rating, which gates your messaging tier. A bot that confidently misleads people is a slow route to a capped account.

Getting good answers out of it

  1. Crawl the pages that answer questions, not the whole site. A knowledge base full of product listings answers policy questions worse than one containing only your policy pages.
  2. Write the FAQ pairs your website is missing. Anything you find yourself typing repeatedly in the inbox belongs here.
  3. Mine your own chat history. The questions customers actually ask rarely match the ones your FAQ page anticipates.
  4. Re-crawl when policies change. A stale crawl answers with last season's returns window, confidently.
  5. Read the unanswered branch weekly. Every question that lands there is either a gap in your knowledge base or something that should route elsewhere. This is the single most useful feedback loop in the whole setup.

Where it sits relative to keywords

Keyword rules and knowledge-base answering are complements, not alternatives. Keywords are exact and predictable, so use them for the intents where you want a specific flow — returns, wholesale, order status. The knowledge base is the catch-all underneath, for the long tail of genuine questions.

The ordering that works: specific keyword flows first, knowledge base last, with no keyword condition on it. If you are maintaining an eighty-phrase keyword list for one intent, that intent belongs in the knowledge base instead — keyword triggers that actually match covers where the line falls.

Cost and the window

An AI answer sent to a customer who just messaged you is free text inside an open window, so Meta charges nothing for it under its pricing rules. What it does consume is AI usage on your plan, which is metered per answer. A knowledge base wired to answer every inbound message, including "thanks" and "ok", spends money on nothing — which is another reason for the text-only condition and for putting specific keyword flows above it.

Always leave the door open

Two exits to a human, minimum: the unanswered branch, and an explicit option on any follow-up you send. Customers tolerate a bot that cannot answer. They do not tolerate one they cannot get past. Handover mechanics are in handing a chat from bot to human.

Frequently asked questions

Will the AI make up answers about my products?

Not if it is grounded. The Answer from Knowledge Base step only answers from your crawled pages and approved Q&A pairs, and branches to 'unanswered' when your material does not cover the question.

Can the AI tell customers whether something is in stock?

No. Stock is live data, not published content, so a knowledge base cannot answer it. Route stock questions to a person or to a Google Sheets or API lookup.

Does an AI answer cost money to send?

The message itself is free when the customer messaged you first, because it is free text inside an open 24-hour window. The AI answer itself is metered against your plan's usage.

Should I use keywords or the knowledge base?

Both. Keyword rules handle intents that need a specific flow — returns, wholesale, order status — and the knowledge base sits underneath as the catch-all for genuine questions.