AI in customer service12 min read

Chatbots that do not guess: grounded AI in customer service

Short answer

A grounded chatbot answers only from the company's published and reviewed articles, shows which article the answer is built on and says so when the material is missing. A general language model without that constraint fills gaps with plausible wording, which in customer service becomes wrong terms, invented discounts and promises nobody made. The difference is decided by what the bot may answer, not by how confident it sounds.

Rickard CollanderFounder, Supportifier (opens in a new tab)
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Updated

Anyone running customer service at a company with a few hundred tickets a week sooner or later gets the question of whether a chatbot can take the simplest ones. The answer depends entirely on where the bot gets its answers. A bot that answers freely can sound confident and still be wrong, and it is the company, not the vendor, that has to stand behind the answer towards the customer.

What does it mean for a chatbot to be grounded?

A grounded chatbot may only answer with content that exists in a defined source, usually the company's knowledge base, and must be able to show where the answer came from.

In practice that means three things:

  1. The bot answers only from published articles. When the customer asks about the return period, the bot fetches your returns article and phrases the answer from it. If the knowledge base says nothing about returns, the bot must not invent a period.
  2. The bot cites its source. The customer sees which article the answer is built on and can read the full text.
  3. The bot says so when the material is missing. A "I do not have an answer to that, let me connect you" is a correct answer. A guessed answer is not.

The technique behind it is often called retrieval-augmented generation, RAG: the system first retrieves relevant passages and then lets the model write an answer from exactly those. A general language model lacks that link. It has been trained on huge amounts of text and answers everything, whether or not it has your company's terms in front of it. That is why a knowledge base with reviewed articles is the prerequisite for a chatbot in customer service, not an option. The knowledge base also needs to state exceptions: if delivery terms differ between countries, the bot should ask which country applies, not pick one.

What material is needed for general and personal questions?

An article is enough for general questions, but a personal case needs data about that specific customer. An article explaining the returns process cannot give the status of a particular refund.

The customer's questionWhat the bot needs
How do I make a return?A current, approved returns article
Where is my refund?Verified identity and current payment data from your system
Does the feature work on my plan?Product rule and, if needed, account data
Can you make an exception?A clear limit and an agent who assesses it

If a required piece of data cannot be fetched, the answer should say so and show the next step. Also keep three levels apart: an AI draft an agent reviews, an automatic answer that goes straight to the customer, and an executed action, such as a refund or a changed order. Each step requires more material and clearer permissions; decide per flow which level applies.

What is a hallucination, and why do language models guess?

A hallucination is an answer that sounds credible but has no support in any material. The model produces the continuation of the text that is statistically most likely, and when the facts are missing that becomes a plausible guess.

Researchers at OpenAI described in 2025 why this happens: the way models are trained and evaluated rewards guessing over admitting uncertainty, rather like a multiple-choice exam where a blank answer never scores but a guess sometimes does. The model learns to always say something.

Connecting the bot to a source reduces the problem but does not remove it by itself. When Stanford RegLab tested commercial legal AI tools in 2024, tools built with exactly this kind of retrieval, they hallucinated in 17 to 33 percent of 202 test questions. The conclusion for customer service is simple: retrieval is necessary, but the bot must also be forced to stick to what was found and allowed to say that the answer is missing.

What can go wrong in customer service? The Air Canada case

The company is responsible for what the chatbot says, just as for an ordinary page on the website. A Canadian tribunal established that in Moffatt v. Air Canada in 2024.

A traveller asked the airline's chatbot about discounted fares after a death in the family. The bot replied that the discount could be claimed retroactively. Another page on the same website said the opposite, and when the customer requested a refund he was refused. The airline argued that the chatbot was a separate entity the company was not responsible for. The tribunal dismissed that: the chatbot is part of the website, and it makes no difference whether the information comes from a static page or a bot. The customer was awarded 650.88 Canadian dollars.

The amount is small. The principle is not. Translated to Swedish e-commerce, the same mechanism can produce:

  • An invented discount code or a promise of free shipping the customer then demands.
  • The wrong return period, the wrong warranty term or the wrong conditions for withdrawal.
  • A statement that an item is in stock or will be delivered on a certain date, without the bot having looked in any system.

On top of that comes a transparency requirement. According to the European Commission's guidance on Article 50 of the AI Act, anyone talking to an AI system must be informed of it at the latest at first contact, and the obligation applies from 2 August 2026.

How do you check that a vendor's chatbot is grounded?

Do not ask whether the bot "uses AI"; ask what it is allowed to answer and what happens when the answer does not exist:

  1. Where does the bot get its answers? You want to hear "only from your knowledge base", not "from your knowledge base and the model's general knowledge". Ask them to show the sources for a concrete answer, and what happens when two sources disagree.
  2. What happens when the answer does not exist? Ask for a demonstration and pose a question you know you have no article for. A grounded bot says it does not know or hands over. A guessing bot answers anyway.
  3. Does the bot show a source for every answer? The customer should be able to click through to the article.
  4. Can we see the list of questions the bot could not answer? That list is your most important material for finding knowledge gaps.
  5. Who can publish content the bot uses, and is there review? How are internal notes kept out of the public chat?
  6. How is the customer identified before personal information is shown?
  7. Can we block topics? Price changes, legal assessments and promises of compensation the bot should never handle alone.
  8. How is the bot tested before launch and how are errors measured over time? You want to hear about test questions with known answers, spot checks after launch and how a corrected article is retested.
  9. What does the contract say about liability for wrong answers? The liability towards the customer lands with you regardless.

A simple test of your own goes a long way: ask ten questions, five of which you have clear articles for, three you have no answer to, and two where your own sources disagree. A grounded bot handles the five, hands over the three and exposes the contradiction in the two. Run the test with your own material; a prepared demonstration with only easy questions is no basis for a decision.

How should the handover to a person work?

The handover should happen automatically when the bot lacks material, always when the customer asks for it, and as a rule when the issue concerns money, contracts or complaints.

Customers are clear on this point. In a Gartner survey of 3,566 customers in spring 2026, 87 percent said it is essential to be able to reach a person when the company uses generative AI in customer service. Another Gartner survey from 2026 shows what happens otherwise: customers are about three times as likely to turn to an external AI service as to the company's own chatbot.

A good handover has three parts:

  • The customer does not have to start over. According to Zendesk's CX Trends 2026, 81 percent of consumers want the agent to continue where they left off, and 74 percent are frustrated at repeating themselves. The whole chat history should follow into the ticket.
  • The agent sees what the bot said and which article it used. Then the error can be corrected in the article, not just in the individual ticket.
  • The contact route is visible. The Swedish Consumer Agency's rules for businesses on customer service say contact details and how to complain must be clearly stated. Show whether a person is available right now, and test the flow outside staffed hours too.

The handover is simplest when bot and person work from the same material. In Supportifier the same reviewed articles are used in the help centre, the chat and the team's inbox, so when the ticket changes channel it does not change knowledge. What is carried over at handover depends on the setup, so review the whole flow; the chat is described on the AI and live chat page. The same principle applies when AI suggests replies an agent reviews before sending, which we go through in the article on AI drafts with review.

What to do

This can be done this week, with or without a chatbot:

  1. List your twenty most common questions and check that each has a published article with a named owner.
  2. Run the ten-question test above on your current bot or on the vendor's demo. Write down every answer and what it should have been.
  3. Decide a block list: topics the bot may never handle alone. Compensation, price deviations, legal matters and personal data are a common start.
  4. Write down the handover rule on one page: when, to whom, with what information.
  5. Book a recurring hour a week to read the bot's unanswered questions and write the articles that are missing.
  6. Measure three things: the share of answers with a source, the share of handovers and the share of customers who come back with the same question within a week. The number of conversations shows usage, not how many problems were solved. The definitions are in the article on customer service metrics, and the same measures are part of the business case for AI in customer service.
  7. Choose a limited first flow before you extend the automation. If you want help choosing, book a walkthrough below.

Common questions

Can a chatbot answer wrongly even if it is grounded?

Yes. Grounding reduces errors sharply but does not remove them. The bot can fetch the wrong article, misread an unclear article or answer correctly from an article that is itself out of date. That is why source citations are needed, so the error can be traced, and a routine for correcting the article when an error is found. The quality of the knowledge base sets the ceiling for the bot's quality.

Does the chatbot need an integration to answer?

Not for general questions. Return rules and delivery times can be answered from reviewed articles. Questions about a specific order, payment or account require current data from your system and that the customer is identified first. If the connection is missing, the bot should say it cannot see the case and show the way to an agent, not guess a status.

Do we have to tell the customer they are talking to an AI?

Yes. Article 50 of the EU AI Act requires that anyone interacting with an AI system is informed of it at the latest at first contact, unless it is already obvious, and the requirement applies from 2 August 2026. A clear text at the start of the chat is enough in most cases.

What happens if the chatbot promises something we cannot keep?

Assume you will have to honour it. In the 2024 Air Canada case the tribunal rejected the argument that the bot was a separate entity and ordered the company to compensate the customer for the difference between the promised and the actual price. Swedish consumer law is of course tried in Swedish forums, but the principle that the company is responsible for the information on its website is the same. A block list for sensitive topics is cheaper than untangling promises afterwards.

Is a disclaimer on the bot enough?

No. Air Canada had information on its website that contradicted the bot's answer, and the tribunal did not consider the customer obliged to double-check one page against another. A disclaimer in small print weighs little against a concrete statement the customer received in the chat. What actually protects you is that the bot cannot say anything that is not in a reviewed article.

Sources

Rickard Collander

By

Rickard Collander

Rickard has worked in customer service and Customer Success for close to twenty years, on both the buyer and the supplier side. He started at Gjensidige running customer service and telemarketing, spent almost five years as head of customer service at Bonnier Magazines responsible for contracts, service targets and quality in an outsourced operation across all channels, and then worked as a management consultant at Omnisale and as head of Telia's outsourced customer service. He has been CCO of the contact centre company Releasy and most recently Head of Customer Success at Scania, leading customer success and support for digital services globally. In recent years he has worked on AI implementations at companies such as Dold Adress, Omnio and Axfina. He founded Successifier and works on how customer service organisations build scalable ways of working, measure the right things and catch risks before customers leave.

  • chatbot
  • hallucinations
  • knowledge base
  • ai in customer service

This article is also available in Swedish: Chattbot som inte gissar: grundad AI i kundservice

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