When you build a conversational AI experience in Amazon Connect ACXD, the behaviour is spread across many flows, nodes, and prompts — and often across several people. Without a shared rulebook, each part drifts: one flow is chatty, another is terse; one apologises too much, another blames the customer; the same action gets confirmed three different ways. The fix is a conversational AI guidelines document: the generic rules every conversation must follow, so the experience feels like one coherent assistant no matter who built which part.
This article is a template for that document. It draws on established conversation-design practice[1][2][3] and is framed for ACXD, where these guidelines do double duty — they govern your designers and they feed the instructions and prompts that steer the generative AI itself.
1. Persona, Voice & Tone
These three are often conflated but are distinct, and your guidelines should define all three:
- Persona — who the assistant is. A short character brief: its name (if any), role, and personality. Decide whether it's explicitly an assistant/bot (usually best — don't pretend to be human).
- Voice — the consistent personality that never changes: the assistant always sounds like the same "someone." This is where brand lives.
- Tone — how the voice adapts to the situation. Tone matters most when things go wrong.[4]
Spell out how tone shifts by context:
| Situation | Tone |
|---|---|
| Routine task (balance, booking) | Efficient, warm, confident — get out of the way |
| Something went wrong / error | Calm, reassuring, solution-focused — never blame the customer |
| Complaint or distress | Empathetic, unhurried, human — acknowledge before acting |
| Sensitive / financial action | Clear, precise, confirm before acting |
| Success | Brief and positive — confirm and close, don't over-celebrate |
2. The Core Conversation Principles
Behind good conversation design sits the Cooperative Principle (Grice, popularised for conversation design by James Giangola at Google): people cooperate to move a conversation forward, which breaks into four maxims your assistant should follow.[2][3] Put these in your guidelines as the non-negotiable rules:
- Quality (be truthful). Never state anything the assistant doesn't know to be true. No invented facts, no false certainty. (This is also where guardrails against hallucination belong.)[5]
- Quantity (right amount of information). Give enough to move forward, no more. Don't read a paragraph when a sentence will do — especially on voice.
- Relevance (be relevant). Respond to what the customer actually asked; assume their input is cooperative and valid, and work out their intent.[6]
- Manner (be clear). Plain, unambiguous, in the customer's language — not the system's.
Add two practical rules on top:
- Design for the 80/20. ~80% of users follow the most common ~20% of paths — invest the most design effort there, and don't over-engineer rare branches.[7]
- Always offer a way forward. Every turn should leave the customer knowing what they can say or do next — and a route to a human when needed.
3. Verbiage & Standard Words
This is the section teams most often skip and most need — a shared vocabulary so every flow phrases the same things the same way. Define:
- Standard verbs/actions — pick one and stick to it. e.g. always "cancel" (not "void"/"stop"/"remove"); always "update" (not "change"/"amend"/"edit").
- Standard product/entity names — the exact customer-facing names for your products, statuses, and departments (and the synonyms customers use, for recognition).
- Standard micro-copy — the agreed phrasing for recurring moments: "Just to confirm…", "Got it.", "One moment while I check that.", "Is there anything else I can help with?"
- Numbers, dates, money, and spelling-out — how to format and read these (critical for voice: "£1,250.50", "the 3rd of July", read-back of reference numbers in grouped digits).
- Reading level & length — aim for plain, short sentences; set a target reading age and a max length per turn.
- Contractions — use them ("you're", "I'll") — they sound natural and human.
✓ Say
"I can help with that. What's your order number?"
"Just to confirm — cancel the 2pm appointment on Thursday?"
"I wasn't able to find that order. Shall I connect you to an agent?"
Clear, warm, one step, always a way forward.
✗ Don't say
"Please provide your unique order identifier."
"Invalid input. Please try again."
"Error 404: record not found."
Jargon, robotic, blaming, dead-end.
4. Words & Phrases to Avoid
An explicit "do not use" list is as valuable as the "use" list. Your guidelines should ban:
- Internal jargon & system terms — "CRM", "ticket ID", "back-end", "the system", product codenames. Use the words customers use.
- Blaming language — "you entered it wrong", "that's incorrect". Make errors the assistant's problem to solve, not the customer's fault.
- Robotic phrasing — "invalid input", "unrecognised command", "does not compute". Fail in human language.
- Over-apologising — a wall of "sorry" sounds insincere and weak. Acknowledge once, then help.
- False certainty & promises the bot can't keep — "your refund will arrive tomorrow" (unless it genuinely knows). Don't guarantee what you can't.
- Pretending to be human — if it's an assistant, don't imply otherwise. Be transparent; it builds trust and is increasingly a compliance expectation.
- Ambiguous confirmations — "Okay, done!" (done what?). Always say what was done.
- Dead-end errors — never leave the customer stuck with no next step.
- Overly casual filler / slang / emoji (unless your brand genuinely calls for it) — and never humour during a complaint or sensitive moment.
Make it a living list. The best "words to avoid" lists grow from real transcripts. When conversational analytics or a review surfaces a phrase that landed badly, add it to the list — the guidelines should get sharper over time, not sit frozen in a doc nobody reopens.
5. Greetings, Confirmations & Closings
Define the standard pattern for the moments that happen in every conversation:
- Greeting — brief, sets expectations, and (for a bot) is honest about what it is and can do. Don't make the customer sit through a long intro.
- Confirmations — confirmations give the customer feedback on how their input was understood, let them correct mistakes immediately, and establish common ground.[8] Define when to confirm: always before a consequential or irreversible action (payment, cancellation, change of details); implicitly ("Booking you for Thursday…") for low-risk steps to keep things moving.
- Closings — confirm the outcome, offer anything else, close warmly. Don't just hang up.
6. Error Handling & Escalation
How the assistant behaves when it doesn't understand matters more than when it does — one badly handled error can outweigh dozens of smooth interactions.[6] Your guidelines should mandate:
- Assume cooperation. Treat the customer's input as relevant and valid, and try to work out intent before erroring.[6]
- Escalating, context-specific repair. First reprompt rephrases and helps; a second adds more guidance; don't repeat the same line. Each turn needs its own handling.[6]
- No-input and no-match handling on every step (vital for voice).
- A clear escalation path. Define when the assistant stops trying and hands to a human — repeated failure, explicit request, high emotion, or a sensitive/high-risk case — and what context it passes over so the customer never repeats themselves.
- Never a dead end. Every error state resolves to either recovery or a human.
7. Making It Work in ACXD
In ACXD these guidelines aren't just a style doc for humans — they directly shape the build:
- They feed the instructions/prompts. The persona, tone rules, and "words to avoid" belong in the ACXD application's instructions so the generative AI follows them, not just the scripted nodes. Specific, unambiguous, grouped-by-topic instructions work best.
- They inform guardrails. The "don't say" list and the truthfulness rule map onto ACXD guardrails — output guardrails can catch off-brand, false, or banned-term responses deterministically.
- They become test and eval cases. "Does the assistant confirm before cancelling?", "Does it avoid jargon?", "Does it stay empathetic on a complaint?" become checks in your eval set.
- They're a documentation artifact. Treat the guidelines as a first-class, versioned document in your ACXD documentation set, kept current as the application evolves.
The payoff: write the guidelines once, and every flow, every prompt, every guardrail, and every eval pulls from the same source of truth. That's how an ACXD application with dozens of flows and multiple builders still sounds like one consistent, on-brand assistant.
Frequently Asked Questions
What are conversational AI design guidelines?
Conversational AI design guidelines are a single reference document that defines the generic rules every conversation in your bot or ACXD application should follow — the persona, tone of voice, the verbiage and standard words to use, the words and phrases to avoid, and the rules for greetings, confirmations, error handling, and escalation. They keep every flow consistent and on-brand, regardless of who built it.
Why do you need a conversational AI guidelines document for ACXD?
Because an ACXD application is built across many flows, nodes, prompts, and often by multiple people, without shared guidelines each part drifts in tone and wording and the experience feels inconsistent. A guidelines document gives everyone the same rules for voice, verbiage, confirmations, and error handling, and it also feeds the instructions and prompts that steer the generative AI itself.
What should a conversational AI tone of voice guide include?
It should define the persona (who the assistant is), the voice (its consistent personality), and how the tone adapts by situation — reassuring during errors, efficient during routine tasks, empathetic during complaints. It should give concrete do-say and don't-say examples, a list of standard words and phrases, words to avoid (jargon, blame, over-apology, false promises), and rules for length, clarity, and reading level.
What words should a conversational AI avoid?
Avoid internal jargon and system terms customers don't use, blaming language ('you entered it wrong'), robotic phrasing ('invalid input'), over-apologising, false certainty or promises the bot can't keep, and anything that implies the bot is human if it isn't. Also avoid ambiguous confirmations and dead-end error messages that don't tell the customer what to do next.
Conclusion
A conversational AI guidelines document is the cheapest way to make an ACXD application feel coherent, on-brand, and trustworthy. Define the persona, voice, and situational tone; adopt the cooperative principles; set the standard verbiage and the words to avoid; standardise greetings, confirmations, and error handling; then wire it all into your ACXD instructions, guardrails, evals, and documentation. Write it once, apply it everywhere — and keep it alive from real conversations.
Related: the ACXD hub, ACXD guardrails, ACXD documentation checklist, documenting agentic self-service, and disambiguation in self-service.
Sources
- Google, Conversation design — learn about conversation
- PatternFly, Conversation design guidelines
- ServiceNow Horizon, Conversation design (cooperative principle; be truthful)
- NICE, Chatbot conversation design (persona, voice, tone, repair)
- Featurebase, Conversational AI design principles (consistent voice, confirm risky actions, fail gracefully)
- Google, Conversation design — error handling
- Google, Conversation design — design for the long tail (80/20)
- Google, Conversation design — confirmations
Content was rephrased for compliance with licensing restrictions.