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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:
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:

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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Outdated knowledge base entries can lead to your agent giving incorrect information.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