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Can I Do It Myself?

Building a site assistant that answers from your own documents

Expert jobA wrong setup can lead to lost customers, extra costs or regulatory risk.

An assistant on your site that answers using your service list, prices and FAQs. Uploading documents is easy; preventing wrong answers is hard.

Estimated time: 1–2 weeks (document preparation and testing) (for a first-timer, an estimate)

Steps

  1. 1

    Update the documents

    Fix any document with old prices or discontinued services before uploading it.

  2. 2

    Define the limits

    Clearly define the topics where the assistant won't answer and hands over to a person.

  3. 3

    Test with real questions

    Try 30 questions your customers actually ask and log the wrong answers.

  4. 4

    Monitor it

    Read the conversations in the first weeks; fix invented answers by adding them to the library.

Risks and things to watch

The assistant may invent information that isn't in the documents; it should hand over to a person on medical, legal and pricing questions. People may try to override its instructions with malicious messages. If you self-host Dify, security updates are your responsibility.

Tools you need

Picking one is enough; the cards show how they differ.

Botpress

AppFree + paid

Builds an AI bot that answers customer questions on your site and on WhatsApp.

What sets it apart: Web chat and WhatsApp with the same bot; visual flow editor.

For: Businesses that want to answer frequently asked questions automatically.

Dify

Open sourceFree + paid

Builds AI assistants and workflows that answer from your own documents.

What sets it apart: Upload your documents and get an assistant you can embed on your site.

For: Businesses that want a chatbot that answers from their documents.

Typebot

AppFree + paid

Builds drag-and-drop chatbots and forms that embed on your site.

What sets it apart: A form that flows like a chat instead of a boring form; connects to Google Sheets.

For: People who want a booking, intake or Q&A form on their site.

Why is this a job for an expert?

It can be set up, but a wrong setup can cost customers, bring unexpected costs or cause compliance problems. The risks are above; if you want to set it up together, see our solution page.

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