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Preparing your documents for an AI assistant

An assistant answers from your documents, so the documents decide the quality. The five things to fix before a project: one price list, one FAQ, one tone, dated versions, and a place where the truth lives. An afternoon of work that doubles the result.

Ben Sylvester Strautmann · 13 October 2026 · 4 min

The assistant does not know your prices; it reads them. If three price lists exist, it will find the wrong one. Here is the afternoon of housekeeping that makes the difference between a system people trust and one they correct.

One price list, one place

Most companies have the current prices in someone’s head, last year’s in a PDF, and a special rate in an email thread. Put the current ones in one document, dated, in the folder the assistant will read, and delete or archive the rest. The assistant will cite that document in every draft, so you will know when it is out of date.

The questions you answer every week

Write them down with the answer you actually give: opening hours, how to book, what to bring, what is included, how long it takes, how to pay. Twenty questions is usually enough. This is the FAQ the assistant answers from; it is also, often, the first time the company has agreed on the answers.

Ten replies you are proud of

The assistant learns your tone from your own past replies. Pick ten good ones, in each language you use, including a polite refusal and a reply to a complaint. The “Madame, Monsieur” of a notary and the “Hi Marc” of a broker are different systems, and this is where the difference is set.

What it must never say

A short list: no prices outside the list, no promises on dates, no medical or legal statements, no reply to a complaint without a person. These become the written rules in the system. Writing them takes ten minutes and saves the one incident everyone remembers.

A folder, not a project

One shared folder, named for the assistant, with the price list, the FAQ, the ten replies, the rules and the templates. That is all the preparation a first project needs. We help you build it during the prototype weeks; most companies finish it in an afternoon.

Two questions.

Our documents are a mess. Is that a blocker?

No, it is normal. The prototype weeks include the housekeeping, and the assistant’s citations show you which document is wrong.

In which languages should the documents be?

One is enough; the assistant answers in the client’s language from it. Keep the ten example replies in each language you use so the tone is right.

Related.

Start with a 30-minute call. Keep what it finds.

You tell us where the hours go. We tell you which two or three tasks to automate first, in a short written note. Free, in English or French.

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