Skills Compliance

Telling customers about AI

Three distinct obligations get collapsed into one conversation, and they have different triggers, different audiences and different evidence: Your conversation was processed by AI. A data-processing question.

ComplianceData protectionPlaybookAny helpdeskRead-only
Installnpx rulebase-skills install cx-ai-disclosure

When to use it

Reach for this when someone says any of these — they are the phrases the skill itself triggers on:

  • do we tell customers it's a bot
  • AI disclosure requirements
  • should the bot say it's not human
  • customer asked if they were talking to a person

How it works

The method, in the order the skill runs it. The full procedure — tables, worked examples and the edge cases — is in the skill itself.

  1. Design the interaction disclosure

    Up front, not on request. A bot that identifies itself only when asked has left every customer who did not think to ask uninformed. Disclose at the start of the interaction.

  2. AI-assisted decisions

    Where AI contributed to a decision affecting the person — a claim, a refusal, a redress amount, an account action, or an agent's performance assessment: Say that it was involved, at the point the decision is communicated, Offer human review where that applies, and make it real, Record the provenance.

  3. Auditing what actually happens

    Design is the easy half. Test the operation: Position in the conversation, Handover disclosure, both directions, Human-route completion, not availability.

Related skills

Free and open source, and vendor-neutral — it reads the conversations from whichever helpdesk you already run. Browse all 149 skills · connect your helpdesk over MCP · source on GitHub

Review every conversation. Act on what it finds.

AI for customer operations, built for financial services. Specialist agents chase every issue to resolution and every stalled customer to activation.

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