AI prompt to add a chatbot to the agency website

Fast, accurate answers to everyday requests keep clients loyal and free up staff time. AI helps write replies, scripts and templates, and chat or phone AI tools can handle routine requests around the clock.

Below is a ready-to-copy prompt to add a chatbot to the agency website, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (Tidio and Intercom Fin) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.

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The prompt

Write 15 FAQ answers for an insurance agency website chatbot (office hours, how to file a claim, how to request a certificate, payment questions). Short, accurate, and ending with 'an agent will confirm details'.

Detailed version (asks clarifying questions first)

Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the type of policy, whether it's an email, text or call, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team.

Task: Write 15 FAQ answers for an insurance agency website chatbot (office hours, how to file a claim, how to request a certificate, payment questions). Short, accurate, and ending with 'an agent will confirm details'.

What a good result looks like

Good chatbot answers are short and accurate (office hours, how to file a claim, how to request a certificate, payment options) and end with 'an agent will confirm details', so the bot never sounds like it's making coverage decisions.

Common mistakes and watch-outs

Chatbots can give wrong answers confidently. Limit them to approved answers, tell visitors they're chatting with an automated assistant where required, and hand off to a person for coverage questions. Don't let the bot collect sensitive personal information. Tools like Tidio or Intercom Fin should be set up with these limits.

How to adapt the prompt

Add answers specific to your agency and keep them in sync with your FAQ page. Ask for a list of questions the bot should always hand to a person.

EXAMPLE output (placeholder data, not a real client)

Q: What are your hours?
A: We're open [Office Hours]. An agent will confirm details.

Q: How do I file a claim?
A: Call your insurance company's claims line (on your ID card or policy), then let us know at [Phone]. An agent will confirm details.

Q: I need a certificate of insurance.
A: Send the certificate holder's name and address to [Email]. An agent will confirm details.

Q: Am I covered for...?
A: That depends on your policy. An agent will review it with you: [Phone].

How to use it

Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Tidio and Intercom Fin as described below.
Review before you use it. Have callers or chat users told they're talking to an AI where required, and make it easy to reach a person. Check every fact, name and number yourself.
Take the next step. Next, see: Answer calls after hours / missed calls.

Best AI tools for this task

Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.

Tidio site ↗

Website chat with the Lyro AI agent for answering questions and capturing leads.

How to use it

Train Tidio's Lyro AI agent on your FAQ page so it answers common questions and captures leads.

Intercom Fin site ↗

AI customer service agent for chat, email and voice support.

How to use it

Connect Fin to your help content so it answers service questions over chat and email.

Any AI assistant

ChatGPT Claude Google Gemini Microsoft Copilot

Paste the prompt above (short or detailed) into any of these.

Before you use it

Have callers or chat users told they're talking to an AI where required, and make it easy to reach a person.
Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
Review every AI output for accuracy and compliance before you use it.

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