Launching an official website AI front desk should not start directly from technical integration. The correct sequence is to first organize knowledge, then set boundaries, then test Q&A, and finally go live gradually.

This process is suitable for enterprises integrating an AI front desk for the first time.

Phase 1: Define Launch Goals

First, clarify what problems the AI front desk is intended to solve.

Common goals include:

• Reduce repetitive explanations by sales.
• Improve visitor-to-consultation conversion on the official website.
• Help users quickly understand products and services.
• Handle basic inquiries outside business hours.
• Accumulate real visitor questions.
• Improve customer service or pre-sales response efficiency.

Do not set overly ambitious goals at the beginning. The first version is best to solve only 1 to 2 clearly defined problems.

Phase 2: Organize the Knowledge Base

The knowledge base is the foundation of the AI front desk.

It is recommended to first organize the following content:

• Company introduction.
• Product and service descriptions.
• Typical customer questions.
• Case study materials.
• Collaboration process.
• Common limitations.
• Contact information.
• Human handoff rules.

Three points to note during organization:

1. Content must be accurate — do not include outdated materials.
2. Expression must be clear — do not use abbreviations that only insiders understand.
3. Boundaries must be explicit — do not let the AI speculate on unconfirmed matters.

Phase 3: Design the Q&A Scope

The AI front desk does not need to answer every question.

It is recommended to divide questions into three categories:

Category	Handling Method
Directly answerable	Company introduction, service scope, process, case studies, FAQs
Guiding answer	Initial requirements, industry fit, document preparation, collaboration approach
Must hand off to human	Specific contracts, special commitments, sensitive information, complex pricing, complaints and disputes

The key at this step is to let the AI know "when to stop answering and guide toward human communication."

Phase 4: Configure Conversation Entry Points

Entry point design should be simple — do not make users fill in a lot of information before they can ask a question.

Recommended configuration:

• Persistent entry point at the bottom-right corner of the page.
• Floating button easily clickable on mobile.
• Initial welcome message.
• 3 to 5 suggested questions.
• Human handoff button or contact information.
• Lead capture prompt.

Suggested questions should be close to real user needs, for example:

• What type of businesses do you serve?
• What materials need to be prepared before onboarding?
• What happens if the AI cannot answer?
• Are there similar case studies for reference?

Phase 5: Internal Testing

Internal testing must be conducted before going live.

Recommended test participants:

• Sales.
• Customer service.
• Business owner.
• Content owner.
• Technical or operations personnel.

Test questions should cover:

• High-frequency inquiries.
• Vague questions.
• Typos and colloquial expressions.
• Sensitive questions.
• Out-of-scope questions.
• Questions that should trigger a human handoff.

Record three outcomes for each question:

• Whether the answer is accurate.
• Whether it aligns with the company's official stance.
• Whether the knowledge base or rules need to be supplemented.

Phase 6: Gradual Rollout

The first go-live should be gradual — do not immediately direct all traffic to the AI.

Options include:

• Display only on select pages.
• Display only outside business hours.
• Open only to internal staff or existing customers for testing.
• Handle only basic questions; do not process complex inquiries.

Key observations during the gradual rollout phase:

• Whether users are willing to ask questions.
• Which questions are most common.
• Which AI answers are unstable.
• Whether human handoff is smooth.
• Whether valid leads are generated.

Phase 7: Official Go-Live

Before official go-live, confirm the following:

• The knowledge base has been updated to the current version.
• The human handoff path is clear.
• Conversation logs are viewable.
• Lead capture information is being followed up on.
• There is a feedback channel for incorrect answers.
• Operations personnel know how to update the knowledge base.

After going live, do not leave the system unattended. The AI front desk requires ongoing operation.

Phase 8: Continuous Review

It is recommended to review weekly, checking at least five types of data:

• Total number of user questions.
• Ranking of high-frequency questions.
• Unanswered questions.
• Number of human handoffs.
• Number of valid leads.

After each review, do two things:

1. Supplement the knowledge base with high-frequency questions that were poorly answered.
2. Feed back the questions users truly care about into the official website content and sales materials.

This way, the AI front desk will become increasingly aligned with real customers, rather than remaining frozen at the state of its go-live materials.

Go-Live Checklist

• Launch goals confirmed.
• Basic knowledge base organized.
• Answerable and non-answerable scope defined.
• Human handoff rules configured.
• Internal testing completed.
• Incorrect answers corrected.
• Conversation log viewing method confirmed.
• Lead follow-up owner identified.
• Post-launch review cadence established.

Once these steps are completed, officially publish to the website.