Training

Knowledge base setup

How to train the assistant with business details, FAQs, services, policies, and website crawler content so answers stay accurate.

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Guide summary

A strong knowledge base is what makes the assistant feel trained rather than generic. This guide explains how to structure that knowledge for better answers.

This guide helps you with

Topic 01

Start with business fundamentals

Topic 02

Use the crawler carefully

Topic 03

Tune the persona

Full Guide

Read the rollout notes in plain language

Each section below is written to help operators understand what happens next without relying on vague product copy.

Start with business fundamentals

In your client dashboard, add core business details first: services, contact information, FAQs, booking steps, and pricing guidance.

These give the assistant the minimum context needed to answer common visitor questions with confidence.

Use the crawler carefully

The website crawler in your dashboard pulls useful page content into the assistant’s knowledge layer, but your manual content still matters.

The best results usually come from combining good page content with structured service, FAQ, and policy entries.

Tune the persona

Use the assistant name, tone, and style settings in your dashboard to make responses sound intentional and aligned with the brand.

This is especially important for healthcare, legal, premium service, and brand-sensitive websites.