AI services / 03

AI track · AI Chatbots & Virtual Assistants

Assistants that resolve. Humans when it matters.

We design AI chatbots and virtual assistants around a real service: the questions people ask, the knowledge they can trust, the tasks they need to complete, and the moment a person should take over.

Conversational AI · service design · connected systems

Conversation field / 01
01 · Ask

“Can I change where this order is delivered?”

Customer · authenticated account · web
Intent received
02 · GroundPolicy / order / identity

Address changes are available before dispatch.

Current order state checked · confirmation required

03 · Resolve or hand over Prepare change for confirmation · preserve context if a person takes over

01 Four assistant modes

Start with the service role,
not the chatbot label.

The right conversational system depends on the job: guide a known path, explain governed knowledge, resolve a service request, or connect several parts of a journey.

01Known paths

Guided help

Best when the available paths are known in advance. People choose from clear options and the experience leads them to the right information or form.

Less suited when
questions vary widely or depend on account context

Answers from
Fixed paths
Best for
Predictable requests
Hands over
At the end of a path
02Governed answers

Knowledge assistant

Best when people need to ask natural-language questions across a controlled set of company information. It finds and explains; the person decides what to do next.

Less suited when
the request requires a transaction or a sensitive service decision

Answers from
Governed knowledge
Best for
Finding and explaining
Hands over
When sources are weak
03Bounded resolution

Service chatbot

Best when customers need answers, guided resolution, and a small set of clearly bounded actions inside a support journey.

Less suited when
the conversation depends on judgement, negotiation, or open-ended advice

Answers from
Knowledge and records
Best for
Service resolution
Hands over
At defined exceptions
04Connected journey

Virtual assistant

Best when the conversation spans several related tasks, remembers permitted context, and coordinates between knowledge, systems, and human support.

Less suited when
a focused chatbot or simpler interface already resolves the need

Answers from
Multiple sources
Best for
Connected journeys
Hands over
With full context

These modes can sit on the same technical foundation. The difference is the service promise made to the person using it—and the route available when that promise cannot be met.

02 Conversation journeys

One interface.
Three very different conversations.

The same conversational pattern behaves differently for a customer seeking resolution, an employee finding policy, and a buyer choosing a service. We design around that context.

01 · Customer

Service journeys

Questions begin with an immediate need: find an answer, understand an option, or fix something without losing the route to support.

01A

Service resolution

Answer recurring questions, retrieve permitted account context, and route exceptions to the right service team.

Answer · action · handoff
01B

Product guidance

Explain relevant features, options, and service differences without disguising the limits of the guidance.

Compare · explain · choose
01C

Onboarding and setup

Walk people through requirements, collect the next useful detail, and surface blockers early.

Prepare · confirm · continue
02 · Employee

Internal journeys

The assistant helps people navigate company knowledge and routine services while keeping personal or restricted cases with authorised teams.

02A

Internal knowledge

Find current procedures, policies, and operational guidance across governed company sources.

Find · source · explain
02B

Employee service desk

Guide routine HR, IT, workplace, and access requests with an explicit exception route.

Guide · prepare · route
03 · Commerce and access

Decision journeys

Conversation supports a decision or prepares the next human interaction; it should never manufacture fit or make an unowned commitment.

03A

Sales qualification

Ask useful questions, explain the offer, and route a suitable enquiry with its context intact.

Understand · qualify · route
03B

Scheduling and access

Find availability, explain prerequisites, and prepare a booking or service request.

Check · prepare · book
03C

Multilingual support

Provide a consistent first layer of guidance with a route to appropriately skilled human support.

Recognise · guide · hand over

03 Grounded answer map

The answer is the visible part.
The service sits behind it.

A reliable conversation connects three fields: what enters, what governs the response, and what leaves. A gap in any one of them becomes visible to the person as a weak answer or a broken handoff.

  1. 01 · What enters

    A person, not a prompt.

    Question
    Intent, language, urgency, and missing detail
    Context
    Identity, account state, previous steps, and channel
    Expectation
    An answer, an action, or access to a person
  2. 02 · What governs
    Knowledgecurrent · owned Permissionsidentity · access Service rulesaction · exception

    The assistant operates inside these fields. Missing context narrows the answer; it does not invite invention.

  3. 03 · What leaves

    A useful next state.

    Answer

    Clear explanation, bounded by the source

    Next step

    A guided action or confirmation

    Human route

    Owner, reason, and conversation context

The lime field is not “AI confidence.” It marks the service contract: the assistant can explain this answer and the user still has a clear next route.

04 Three conversation states

Answer. Clarify. Hand over.
Each state needs a design.

  1. 01Resolved here

    Answer

    The assistant has enough governed context to explain the answer and offer the appropriate next step.

    The person sees

    Why this answer · source context · next step

  2. 02Needs detail

    Clarify

    The assistant asks only for information the service path needs, and explains why that detail matters.

    The person sees

    What is missing · why it is needed

  3. 03Human route

    Hand over

    The request needs judgement, authorisation, or support beyond the assistant's defined boundaries.

    The person sees

    Who takes over · what transfers · what happens next

What determines the state

Sensitivity of the topicIdentity and account contextReversibility of the stepConfidence in the answerFinancial or service impactRegulatory considerationsOrganisational policy

05 Service constellation

The assistant sits between the channel people use and the service your team operates.

01 · Channels

Where people ask

Website · product interface · messaging · support portal · mobile

02 · Identity

Who is asking

Anonymous visitor · authenticated customer · employee · account role

Docked in the middle

Assistant experience

Conversation design · retrieval · interface · action logic · handoff

03 · Knowledge and records

What informs the answer

Policies · product data · help content · CRM · orders · account state

04 · Service operations

Where the journey continues

Support desk · live chat · scheduling · workflow · authorised teams

The specific connections depend on your systems, permissions, identity model, and the interfaces they expose. This map describes the service architecture, not named technology partnerships.

06 Possible scope

From conversation audit to working assistant.

A menu, not a checklist. Final scope depends on the audience, questions, channels, knowledge, and actions involved—no engagement includes all of it.

Discover
  • Conversation and support audit
  • Question and intent analysis
  • Channel and knowledge review
  • Handoff and success criteria
Design
  • Assistant role and boundaries
  • Conversation flows and tone
  • Answer and source behaviour
  • Human handoff experience
  • Interface and interaction design
Build
  • Assistant and retrieval development
  • Knowledge preparation
  • Channel and system connections
  • Permissions and identity controls
  • Testing environments
Validate
  • Realistic conversation scenarios
  • Answer and source evaluation
  • Safety and refusal testing
  • Handoff-path testing
  • Accessibility review
Evolve
  • Unresolved-question review
  • Content-gap analysis
  • Conversation monitoring
  • Flow and model refinement
  • New channel connections

07 How we work

Five stages for a useful assistant. Its role, sources, boundaries, and handoff model are defined before the full experience is built.

01Understand the conversationsStudy who is asking, what they need, where they ask, what information exists, and how people handle the difficult cases now.Including the unresolved questions and informal workarounds.Conversation map
02Define the assistant's roleSet what the assistant may answer, ask, retrieve, prepare, complete, refuse, and hand over.Written down before interface or model choices are made.Role and boundaries
03Prototype realistic exchangesTest priority journeys using representative questions, source material, account states, and handoff scenarios.The hardest and highest-risk exchanges first.Evidence
04Build and connectDevelop the assistant experience, prepare its knowledge, connect required systems, and validate the full service path.Permissions, source handling, logging, and fallbacks included.Working assistant
05Launch and improveIntroduce the assistant carefully, review conversations and feedback, close knowledge gaps, and refine its behaviour over time.Usually one audience, channel, or journey before expansion.In service

A conversation is only useful when it reaches somewhere.

Illustrative service path

Understand the request, ground the guidance, then resolve the next step or route it to a person. The lime station marks the resolution point.

Project type
Customer service assistant
Context
Recurring questions spanning product information, account context, policies, and service requests.
Challenge
People needed faster guidance without the assistant improvising beyond governed sources or obscuring the route to human support.
Our role
Conversation strategy, human-AI experience design, knowledge architecture, handoff design, and integration planning.
Solution
A grounded assistant retrieves relevant information, guides a bounded next step, and transfers unresolved or sensitive conversations to a person.
Outcome
A clearer path from question to useful answer, appropriate action, or named human owner.

Illustrative service pattern, not a client case study or performance claim.

08 Safeguards

Designed to be useful without pretending to know everything.

The controls around an assistant, grouped by what they govern. These are design decisions agreed with your security, legal, service, and operations teams—not guarantees of accuracy, security, or compliance.

Grounding01
Governed sourcesThe assistant answers from the sources selected for the experience, under their existing access rules.
Source freshnessOwners and update paths are defined so changing policies and product information do not quietly become stale.
Answer boundariesTopics the assistant must refuse, qualify, or route to a person are set explicitly.
Privacy and access02
Data minimisationThe conversation asks for and retains only the information the designed service path requires.
Identity and permissionsAccount context and actions follow the identity, role, and entitlement rules of connected systems.
Sensitive topicsPersonal, financial, regulated, or otherwise sensitive requests are handled through an agreed route.
Handoff03
Low-confidence routingWhen the assistant lacks reliable context, it stops explaining and offers the appropriate next route.
User choicePeople can reach human support without having to defeat the assistant or repeat the same request indefinitely.
Context transferThe useful conversation context is prepared for the receiving team, subject to privacy and channel rules.
Operations04
Quality evaluationRepresentative questions and difficult cases are tested against criteria agreed before launch.
Feedback and monitoringUnresolved conversations, user feedback, and source gaps have a route to review.
Change managementKnowledge, model, prompt, flow, and integration changes are reviewed before reaching the live experience.

10 Questions

Working answers. Scope, timing and commitments are agreed per engagement, in writing.

A chatbot usually handles a focused set of conversational journeys. A virtual assistant often spans several related tasks, uses more context, and connects across knowledge and service systems. The label matters less than defining exactly what the experience may answer, do, and hand over.

Usually, if the relevant information can be prepared as governed sources with clear ownership and permissions. We design how information is retrieved, how changing content is updated, and what happens when sources are missing or disagree.

Often through the interfaces those systems already expose, under their existing access rules. We scope the specific records, actions, identity requirements, and fallback path before committing to an integration.

By constraining the assistant to governed sources, testing representative and difficult questions, defining answer and refusal boundaries, and monitoring source gaps after launch. These measures reduce risk; they do not create a guarantee that every response will be correct.

Yes. The handoff route is designed as part of the core experience: when it appears, what context transfers, which team receives it, and what the user sees while that transition happens.

Potentially, when the source content, service model, quality review, and human-support coverage exist for those languages. We scope language by language rather than assuming one configuration performs equally everywhere.

That is usually the clearest way to begin—one audience, question set, channel, or service journey, with the source and handoff model tested before the experience widens.

Unresolved questions, user feedback, handoff reasons, source gaps, and evaluation scenarios are reviewed against the criteria agreed during design. Someone in your organisation needs to own the live service and its content; we define that operating model during handover.

What should people be able
to resolve in conversation?

Show us the questions people ask, the information they need, and the point where a person should step in. We will help determine whether an assistant—or a simpler experience—is the right answer.

studio@quirkydock.com · working internationally · CET