Worked example

Customer Support Chatbot Disclosure Review Example

A practical review example for teams checking whether an AI customer support chatbot needs a clear disclosure notice and operating record.

Who this is for

A small SaaS team that wants to add an AI assistant to its public support widget.

Signals to check

  • The bot responds directly to customers.
  • The interface may make users think they are chatting with a person.
  • The tool can hand off to a human agent but the handoff is not always obvious.

Step-by-step workflow

  1. Describe the user-facing interaction in plain language.
  2. Classify whether the chatbot is a transparency case rather than a high-risk system.
  3. Draft a short notice for the widget and a longer internal review note.
  4. Save a record showing who approved the wording and where it appears.

Useful outputs include a saved classification, an owner, an evidence list, a disclosure draft, and a date for the next review. The useful result is not just a score or file; it is a small record that explains what was checked, what changed, and what should be reviewed next.

Before you start

After the output

Known limitation

The tools are self-assessment aids. A higher-stakes launch still needs internal sign-off and, where appropriate, professional legal review. Keep an editable copy and re-run the workflow when the destination requirement or policy changes.

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