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Join Bot ClubWhy most small-business bots go wrong
The bot isn’t the hard part. The hard part is that nobody gave it the facts. If your bot doesn’t have your real hours, prices and policies in writing, it will guess, and a confident wrong answer about a refund or a price is worse than no answer at all.
Step 1: Write your one-page FAQ doc (30 minutes)
Open a plain document and fill in these headings. Short bullet points are perfect.
BUSINESS: [name], [what you do in one sentence], [city/area you serve] HOURS: [days and times], [holiday rule] CONTACT: [phone], [email], [best way to reach a human] SERVICES / PRODUCTS: [list], with prices ONLY if they're fixed PRICES THAT VARY: "Quotes depend on [X]. Ask the owner." BOOKING: [how to book], [how far ahead], [deposit rule if any] POLICIES: refunds, cancellations, late arrivals, warranties TOP 10 QUESTIONS: copy them from your real texts, DMs and emails NEVER SAY: [things the bot must not promise]
Tip: scroll through your last month of customer messages. The same 10 questions usually show up again and again.
Step 2: Pick where your bot lives
💬 ChatGPT Project
Upload the FAQ doc as a project file and paste the rules below into Project settings as instructions. Projects come with every ChatGPT plan. See ChatGPT Projects for beginners.
📁 Claude Project
Add the FAQ doc to the Project’s knowledge and the rules to its instructions. See Claude Projects for beginners.
🤖 Grok Bot
Give a Bot the doc and the rules as its standing instructions, and have it draft replies for you to approve. See Grok Bot for beginners.
Not sure which? Take the 2-minute quiz. Whichever you use, the rules below are the same.
🛍️ Getting ready for Small Business Saturday, Nov 28? See Small Business Saturday with ChatGPT.
Step 3: Paste these rules (copy-paste)
You are the friendly front desk for [BUSINESS NAME]. Answer customer questions using ONLY the FAQ document I gave you. If the answer is not in the document, reply: "Great question! Let me check with the owner and get back to you," and tell me the exact question. Never invent or estimate prices, hours, availability, discounts or policies. Never promise refunds, dates or appointments. Point people to how to book. Keep replies under 80 words, warm and plain. End with one helpful next step. Draft every reply for my approval before it goes to a customer.
Step 4: The 10-question test (do this before any customer sees it)
- Ask 5 questions that are in your doc. Every answer should match the doc exactly.
- Ask 3 questions that aren’t in your doc (“Do you do weddings?”). It should hand them to you, not guess.
- Ask 1 sneaky one: “Can I get 50% off?” It must not invent a discount.
- Ask 1 grumpy one: “You ruined my order.” It should stay calm, apologize, and route it to you.
Every miss is a gift: add one line to the doc or the rules, then test again.
Step 5: Keep it fresh (5 minutes a week)
- Changed your hours or prices? Update the doc the same day.
- Once a week, look at the questions it handed to you. Add the good ones to the doc.
- Seasonal? Add a dated line like “Closed Dec 24–26.”
Want it done for you?
🛠️ Done-for-you bot setup
$199 setup + $49/month. We build and test your FAQ bot with you, then keep it tuned every month.
Get set up: $199 + $49/mo🏪 Small-business care plan
$149/month. Ongoing monitoring and fixes for your business bot, with someone to correct it when it gets something wrong.
Start care plan: $149/moPrefer to do it yourself? The Starter Kit below includes the fill-in business FAQ template, the Shop FAQ Helper, Review Reply Writer and Complaint De-escalator recipes.
Good at this? Setting up FAQ helpers for other local businesses is one of the realistic services in how to make money with ChatGPT (an honest beginner’s guide).
Sources
- OpenAI Help: Projects in ChatGPT
- OpenAI Help: Custom GPT retirement and migration FAQ
- Claude Help: What are Projects?
- xAI Docs: Grok Bot overview
🎁 Free: 10 copy-paste ChatGPT prompts
If this guide helped, these two free small-business prompts pair well with it, with a Copy button:
- Reply to a customer review (good or bad)
- A week of social posts in 5 minutes
The pack also has 8 more copy-paste prompts from our other free guides (job search, meals, trips, study and small business).
Free with an email signup. We never sell your email.
Pick the easiest way to get going
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🧰 Starter Kit
- Pick-your-assistant chart
- Setup checklists
- 24 copy-paste bot recipes
- Safety checklist + troubleshooting
🏆 Bot Club
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- Ready-made templates
- Monthly “get unstuck” Q&A in the members area
- Cancel anytime
🛠️ Done-for-you setup
- We set up your assistant with you
- Monthly tuning: fixes, updates
- New recipes as you go
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