AI receptionist knowledge sheet
Create a single approved source of business facts an agent may repeat.
Done when: Each material fact has an owner, source and review date, with unknowns explicitly left unknown.
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Identity and service area
Record the public business name, website, approved locations and exact geographic service boundary.
Hours and availability claims
State staffed hours, after-hours behavior and holiday exceptions. Do not turn a 24-hour phone line into a 24-hour service promise.
Current offers and prices
Identify the authoritative offer source, included scope, exclusions and approval date. Never reconstruct prices from memory.
Common answers
Write concise answers to real business questions with the source for each consequential fact.
Unknowns and forbidden claims
List what the agent must not guess, guarantee, diagnose, disclose or collect, plus the correct human route.
Approval and update owner
Record the accountable role, version, review date and events requiring immediate correction.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.