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Knowledge Base

The knowledge base is how you train your AI agent. The more accurate info you provide, the better your agent handles customer questions.

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Adding Knowledge

1

Open Knowledge Base

Navigate to Dashboard → Knowledge Base.
2

Choose entry type

Click Add Entry and select a type:
  • FAQ — a question and answer pair
  • Service — description of a service you offer
  • Policy — business rules (cancellation, refund, etc.)
  • General Info — hours, location, parking, directions, etc.
3

Fill in the content

Provide clear, conversational content. Write answers the way you’d want your agent to say them.
4

Save

Click Save. The entry is immediately available to your agent.
Each knowledge base entry costs 2 credits when created. There’s no ongoing cost — the agent references it for free after that.

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FAQ Examples

Good FAQ entries are specific and conversational:
QuestionAnswer
What are your hours?We’re open Monday through Friday, 9 AM to 5 PM, and Saturdays 10 AM to 2 PM. We’re closed on Sundays.
Do you accept insurance?Yes, we accept most major insurance plans including Aetna, Blue Cross, and United. Please bring your insurance card to your appointment.
Where are you located?We’re at 123 Main Street, Suite 200, right across from City Park. Free parking is available in the lot behind our building.
Write answers in a natural, friendly tone. Your agent will use them as-is when responding to callers.

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Services

For each service you offer, include:
  • Name — e.g., “Teeth Cleaning”
  • Description — what it includes
  • Duration — how long it takes
  • Price (optional) — cost or price range

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Bulk Import

Have a lot of entries? Use the Import feature to upload a CSV file: 
type,question,answer
faq,What are your hours?,Mon-Fri 9-5 and Sat 10-2
faq,Do you take walk-ins?,Yes we accept walk-ins based on availability
service,Teeth Cleaning,Professional cleaning takes about 45 minutes. $120.

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Best Practices

  • Be specific — “We’re at 123 Main St” is better than “See our website”
  • Keep it current — update entries when prices, hours, or policies change
  • Cover common questions — think about what customers ask most often
  • Add edge cases — what should the agent say if someone asks about something you don’t offer?
Outdated knowledge base entries can lead to your agent giving incorrect information. Review entries regularly.

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Next Steps