What this gives your team
A clear answer, backed by content you control.
Dobe Chat works in four connected steps: add the knowledge that should inform answers, configure how the assistant behaves, place it on your website, and review customer conversations to improve the content behind it. The workflow is designed to keep an AI assistant connected to a team-owned source of truth instead of treating it as a one-time widget.
- Add public URLs, uploaded files, and pasted text as the source material for an assistant.
- Set behavior and escalation expectations before the assistant is available to visitors.
- Use conversation review as a continuous signal for improving answers and source material.
A support assistant is a workflow, not just an embed
A chat interface is the visible part of an AI assistant, but the customer experience depends on what happens before and after a question is asked. The source material must be accurate, the assistant must have a clear scope, and the team must have a way to learn where the answer experience needs attention.
Dobe Chat brings these responsibilities into one workspace. Instead of separating content, configuration, and conversation learning into disconnected processes, teams can work from a focused assistant setup and improve it over time.
Keep source material deliberate and current
Source material defines the useful boundary of a grounded assistant. Start with the information that customers need most and that your team is prepared to maintain. This is often much more valuable than uploading every internal document at once.
When information changes, refresh the relevant source. When a customer question exposes a gap, decide whether it belongs in the knowledge base, in a public help article, or in a human-led support path.
A practical workflow
A clear path from setup to improvement.
- 1
Create a focused assistant
Start from the audience and the questions the assistant should help with. A clear job makes it easier to choose sources, configure behavior, and evaluate answers.
- 2
Add knowledge sources
Upload documents, paste text, or add public website URLs. Use sources that are current, clear, and owned by someone who can maintain them.
- 3
Set assistant behavior
Choose the expected tone, response style, and guardrails. Define where the assistant should invite a visitor to contact a person rather than trying to stretch beyond the available knowledge.
- 4
Install Dobe Chat on your website
Use the embed option to place the assistant on the website. Start near the pages where customers have the most repeated questions and expand with evidence.
- 5
Review conversations and improve
Look for repeated topics, gaps, and answers that need stronger source material. Improve the underlying information, then test the customer question again.
Questions, answered
What teams usually ask before they begin.
How quickly can I create a Dobe Chat assistant?
The basic setup is designed to begin with a focused set of knowledge sources and an embed installation. The time to a high-quality launch depends on how current and organized your source content is.
Can I test the assistant before visitors use it?
Yes. Test the questions that customers commonly ask before expanding availability. This helps the team validate sources, behavior, and the right escalation approach.
What should I do after the assistant is live?
Review conversations regularly. Use them to update source material, clarify public documentation, and identify questions that need a human-support workflow.
Give customers a useful answer before they need to open a ticket.
Bring your trusted content into Dobe Chat, define what the assistant should handle, and launch with a clear path to human help.
Build your assistantLast updated: August 2026