Step 5: Add Knowledge To Your Assistant
Your Goal Today...
Is To Upload Your First Company Knowledge Document
How Your Assistant Gains Knowledge
When your account was created, we automatically crawled your business website and added some basic information to your Assistant’s Knowledge Base. That gives it a head start—but for it to answer questions accurately and sound like a true expert on your business, you’ll want to add more.
What’s a Knowledge Base?
A Knowledge Base is like your Assistant’s internal playbook. It’s where it stores detailed information about your business—things like services, pricing, FAQs, policies, procedures, or anything customers or employees might ask about.
Once uploaded, your Assistant can instantly reference this content to answer questions in real time, just like a trained staff member would.
- Information was auto-loaded from your website, but you may want to add more detailed content.
- Focus on documents your team would normally reference when training new staff.
- You can edit, replace, or add to your Knowledge Base at anytime—it grows with your business.
Fast Track Your AI Assistant Setup With Our Expertise!
Your Step-by-Step Instructions
A. Think About What Your Assistant Needs To Know
- Examples: how your pricing works, what services you offer, cancellation policies, FAQ’s, etc.
- Gather any documents you see as valuable
B. Login to Your Portal
- Your credentials can be found in the first welcome email you received from us.
C. Navigate To Your Assistants Knowledge Section
- Assistants > Drop down settings > Knowledge tab
D. Upload Your Document(s)
- Click the ‘SELECT FILES’ button
- Select the document(s) to be uploaded
- Once you see successfully uploaded, that knowledge has been added to your Assistants Knowledge Base
E. Call Your Assistant & Test Its New Knowledge
- You’ll quickly see how much smarter it gets with every update
Fast Track Your Setup With Our Professional Services
Want a head start? Our team can handle the initial setup for you—from configuring your Assistant to refining its tone and responses. It’s a one-time paid service designed to save you time and get better results faster.
