Documentation

Set up your assistant without the guesswork.

Prepare reliable knowledge, test the questions that matter, and install Dobe Chat where customers need it. These guides keep setup focused and make ongoing ownership clear.

Build your assistant

Choose your path

Start with the problem you need to solve.

Prepare the answer before you configure the assistant.

Collect the current sources behind the questions you want Dobe Chat to handle. Remove duplicate drafts, resolve conflicting wording, and confirm which information is safe to use in a customer-facing answer.

A small, clean source set is easier to test than a large archive. Begin with the material needed for one customer journey, then expand when conversation review shows a clear gap.

Keep installation small and reversible.

Publish the assistant on the pages where the selected questions occur. Test the launcher or embed on mobile and desktop, confirm that it does not block important page actions, and make the route to human support easy to find.

Start with a measured rollout. A focused placement gives your team time to verify answer quality and adjust the source material before making the assistant available across the entire site.

  • Test realistic customer wording before publishing.
  • Confirm the assistant stays within its intended support scope.
  • Check the website placement at common viewport sizes.

Assign ownership after launch.

Someone should own the source set, the assistant behavior, and the conversation review schedule. Without that ownership, product changes and policy updates can leave even a well-configured assistant behind.

Use repeated questions as a maintenance signal. Update the source that should contain the answer, test the change, and keep a human path available when the request depends on information the assistant should not access.

Build your first assistant with a source set you can maintain.

Start small, test real customer questions, and publish when the answer and the handoff are both clear.

Build your assistant