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Reviewing sources

How to decide what the agent can use before it answers customers.

What makes a good source

A good source is current, specific, public, and relevant to a customer question. The best sources explain policies, products, services, contact options, and limitations clearly.

  • Current policy pages
  • Detailed product or service pages
  • Clear FAQ answers
  • Contact and handoff information
  • Pricing or plan pages when publicly available

What to remove or rewrite

Weak sources create weak answers. Remove pages that are outdated, duplicate, thin, contradictory, or not meant for customer-facing answers.

  • Old campaign pages
  • Search result pages
  • Cart and checkout action URLs
  • Duplicate category pages
  • Pages with conflicting policy text

Source-backed is not a guarantee

Source-backed answers mean the agent uses approved context and can show supporting source metadata. It does not guarantee every answer will be perfect.

Important caveat: Keep human handoff available for low-confidence, sensitive, or unsupported questions.