By business type

An assistant for an opticians, and the questions it must pass on

An opticians is half clinic and half shop, and the assistant is useful on both halves in different ways. The retail half is straightforward. The clinical half has a specific trap: a question about vision changing is a symptom question even when it sounds like a question about a new prescription.

What people actually type

Not the questions on your FAQ page. These are the phrasings that arrive in a chat window, lowercase and unpunctuated, and the material has to answer them in those words rather than in yours.

  • how much is an eye test
  • am i entitled to a free eye test
  • how long does a test take
  • can i get my prescription copy
  • do you do contact lenses
  • how much are varifocals
  • do you take my vision insurance
  • can i use my own frames
  • how long do glasses take to make
  • do you test children
  • do you do home visits
  • can i pay in instalments

What to feed it

In rough order of how much work each one takes off the front desk. Every one of these is a document you almost certainly already have.

Material worth indexing
Test prices and entitlement rulesWhat a test costs, who qualifies for a funded one where such a scheme exists, and what proof is needed. Entitlement rules are asked constantly and are genuinely confusing.
Lens and frame ranges with price bandsSingle vision, bifocal, varifocal, coatings, thinner lenses. Customers ask in outcomes and you price in options, so the mapping between the two is what the assistant needs.
Contact lens servicesFitting appointments, trial arrangements, aftercare schedules, and any subscription you run.
Your prescription release policyWhat a customer is entitled to receive after a test and how to request it. The rules differ by country and are a frequent source of friction, so state yours plainly.
Turnaround times and collectionHow long a standard pair takes, how long a complex prescription takes, and whether you post.
Insurance, vouchers and payment optionsWhich schemes you accept, how a voucher is applied, and whether you offer instalments.

What has to reach a person

Any change in vision

Sudden blurring, flashes, floaters, a shadow across the field, double vision, pain. Some of these are urgent and sight threatening, and none of them can be judged from a typed sentence.

The refusal here should name an urgent route, not just the shop number, because some of these should not wait for a routine appointment.

Whether a prescription needs changing

Headaches, tired eyes, trouble with screens. These read as retail questions and are clinical ones. The correct answer is to book a test.

Suitability of a specific lens for a specific eye

Whether varifocals will suit somebody, whether contact lenses are possible with their prescription, whether a coating will fix a specific complaint. Every one of those follows from an examination.

The wording when it cannot help

This is the message the assistant returns when nothing in the material covers the question. It is written by you rather than generated, which matters here more than anywhere: it is the sentence a stranger reads at the worst moment.

A refusal worth copying
I cannot advise on anything to do with your eyes or your vision. If something has changed suddenly, please call us today rather than waiting for an appointment. I can help with test prices, entitlement, lens options, turnaround times and booking.

It names what it cannot do, gives the route that can, and offers to take a message. A refusal that only apologises leaves the person exactly where they started.

Rules and duties that shape the answer

Prescription release is a legal right in many places

Several jurisdictions require that a customer be given their prescription after a sight test, and some require it be offered without being asked. Getting this wrong in writing is a compliance problem as well as a customer service one, so index your actual policy rather than letting the assistant infer it.

A sight test is a health examination, not a sales step

The test checks eye health as well as refraction, and in some systems it is the route by which serious conditions are first spotted. Material that frames it purely as a step towards buying glasses trains the assistant to answer that way.

Funded entitlement rules change

Where a public scheme funds tests or vouchers, the eligibility criteria and the amounts are updated periodically. This is the material most likely to go stale, which is an argument for pointing the assistant at the page you actually maintain rather than uploading a copy you will forget.

Never, whatever the documents say

Out of bounds

  • Whether a described vision change is urgent.
  • Whether somebody needs a new prescription.
  • Whether a specific lens type will suit a specific prescription.
  • Whether contact lenses are possible for somebody.
  • Anything about a named customer's prescription or record.

Playbooks for this trade

One page per recurring question, written for a optician rather than in general. Each carries the phrasings, the material that answers them, a reply worth copying, and the line where it has to stop.

Questions

Can it quote for glasses?
It can quote your published bands: the frame price ranges and the lens options with their prices. What it cannot do is total up a specific pair for a specific prescription, because thinner lens requirements depend on the prescription and that comes from the test.
Should we index our frame catalogue?
Only if it is accurate and maintained. Stock changes faster than most catalogue pages do, and an assistant confidently describing a frame you no longer carry costs you a visit. Ranges and price bands age far better than individual products.
How do we handle the entitlement question?
Index the criteria as you publish them and let the assistant walk through them, but have it end by saying the practice confirms entitlement at the appointment. The rules have edges, and the assistant should hand the edges to a person.

Keep reading

Try it on your own material

Upload a document or point it at your site, paste one line of HTML, then ask it something only your business could answer.