Source and answer worksheet

Use your browser's Print command to print these pages or save a PDF. They have space for handwritten notes. For a document you can type into, download the Markdown worksheet and source pack.

Prepare the source

Record a fact the chatbot should be able to use, its conditions and the person who checks it.

Website / business

Topic / visitor question

Confirmed fact

What can the business stand behind?

Conditions and exclusions

Location, service scope, price qualification, dates or anything that needs confirmation.

Source page or file

Include the URL or filename and where the relevant information appears.

Checked by / date

Next review date or trigger

When the answer needs a person

Who handles the question, how can the visitor reach them, and what should they send?

Review the answer

Use the exact wording from a real test. Keep the source record with this page.

Test date / reviewer

Chatbot / version or setup

Exact question and any follow-up

Answer received

Expected source and conditions

What should the reply have used, kept or asked someone to confirm?

What needs changing?

Source content, answer instruction or contact route. Note the person responsible.

Retest result / remaining question