Lesson 02 of 4 / Customer replies

What is each answer allowed to rely on?

Point every routine question to the current policy, product record, service detail, or approved past answer that governs it. If no source exists, the system asks instead of guessing.

Build approved source map 10 min PickBits working session

Your move

Attach an approved source to each answer

AI should retrieve your policy, product detail, or past answer instead of guessing.

Use this rule

Point every routine question to the current policy, product record, service detail, or approved past answer that governs it. If no source exists, the system asks instead of guessing.

Do this now

Three moves, in order.

  1. Choose the source with authority for each answer, not the source that is easiest to find.
  2. Record its owner, location, and review date.
  3. Write the rule for conflicts: which source wins and who resolves uncertainty.

Build the artifact

Approved source map

Copy these fields into a note, document, or sheet you already use.

Question The grouped customer question
Approved source Policy, product record, service detail, or approved answer
Owner Who can change or approve it
Conflict rule What wins if sources disagree

Give AI the bounded job

Prompt from your artifact—not from vibes.

Build a question-to-source map from the files I provide. Do not answer from model memory. For missing, conflicting, or stale sources, output ASK OWNER instead of filling the gap.

Before you use it

The work leaves your hands only when:

  • Every routine answer has one named authority.
  • The source is current enough for this use.
  • Missing or conflicting sources stop the draft.