Guidance · Not Legal Advice

Your AI Employee: Terms & Guidelines

A plain-English starting point for small businesses putting an AI assistant in front of customers — what it can do, what it can't, and what's yours to manage.

v1.0 Sept 2026 diychatbots.com
How to use this document: Read it yourself first, then adapt the sample disclaimer in Section 6 for your own site. This isn't a contract you sign with anyone — it's a checklist for deploying your chatbot responsibly, written for someone doing this for the first time.
Contents
01

What your AI employee is

Your chatbot is software that reads the instructions and knowledge base you give it, then writes a reply using Anthropic's Claude AI. It isn't a person, it doesn't have judgement or accountability the way an employee does, and it doesn't "know" your business beyond what you've told it.

Think of it as a very fast, very literal new hire who has read exactly the documents you handed over on day one — nothing more, and nothing it wasn't told.

02

What it can and can't do

✓ It can
  • Answer from your knowledge base and instructions, 24/7
  • Keep a consistent tone and persona across every conversation
  • Hand off to a human when it's out of its depth
  • Handle the same repetitive question a thousand times without getting tired
✕ It can't
  • Verify who it's talking to, or see account/order data unless you build that connection
  • Remember a customer between visits — each chat starts fresh
  • Guarantee it's always right — it can misread a question or answer confidently wrong
  • Give licensed advice — legal, medical, financial, or tax — no matter how it's asked
03

Your responsibilities

Deploying it responsibly is a handful of habits, not a compliance department:

  • Test before you launch. Use demo mode and try the questions your real customers would ask.
  • Keep the knowledge base current. If your hours, prices, or policies change, it's still quoting the old ones until you update it.
  • Check in on it early. Read through the first week or two of real conversations for anything off.
  • Don't feed it more than it needs. Only give it information a customer is allowed to see — nothing internal or sensitive.
  • Keep a human reachable. Every template ships with an escalation message — make sure it points to a real inbox or phone number.
04

Data & privacy

A message goes: your customer's browser → your own backend (the Cloudflare Worker you deployed) → Anthropic's Claude API → and the reply comes straight back the same way. Nothing passes through DIYChatbots — we don't run a server that sees your conversations, because there isn't one.

That also means you control where the data goes: Anthropic's API data-retention terms apply to your own account, and it's worth a quick read of their current policy before you launch. If your customers are in a region with specific rules about automated communication or data collection — GDPR in the EU/UK, for instance — check whether your existing privacy policy needs a line added about the chatbot. That's a question for a local advisor, not this document.

05

Recommended safeguards

  • Always offer an exit to a human for anything urgent, sensitive, or emotionally charged.
  • Never let it be the only channel for something time-critical — a complaint, a safety issue, a payment dispute.
  • Review, don't set-and-forget. A five-minute skim of recent chats each week catches drift early.
  • Turn it off if something's wrong. Deleting the backend URL or taking the page down stops it instantly — there's no notice period.
06

Tell your customers

Being upfront that they're talking to an AI is good practice everywhere, and a legal requirement in a growing number of places. Here's wording you can paste into your welcome message or a small note near the chat window — adjust the bracketed parts for your business:

Sample disclaimer — copy & adapt
"You're chatting with [Business Name]'s AI assistant. It answers using our own information and does its best to help, but it can occasionally get things wrong — please double-check anything important. For urgent matters, reach us directly at [phone / email]."

Most templates already build a version of this into the welcome message and escalation reply — check yours matches before you go live.

07

Acceptable use

Don't set your AI employee up to:

  • Give final answers on regulated advice — legal, medical, financial, tax — without a licensed person reviewing it
  • Make the final call on hiring, credit, insurance, or eligibility decisions about a real person
  • Collect payment details, passwords, or highly sensitive personal data through the chat window
  • Impersonate a real, named staff member rather than a clearly-AI assistant
08

Liability & disclaimer

This is general guidance, not legal advice. DIYChatbots is a template and a set of instructions, not a law firm, and this document hasn't been reviewed by a lawyer for your specific business or jurisdiction. For anything that turns on local law — consumer protection, AI-disclosure rules, data privacy — get advice from a qualified professional where you operate.

The chatbot you deploy runs on your own hosting, under your own API account, saying things to your own customers. DIYChatbots provides the template and setup guide as-is, isn't a party to any conversation your chatbot has, and isn't responsible for what it says once you've deployed it. That responsibility — like hiring any new employee — sits with the business that put it to work.