Train Your AI

The Train Your AI tab is where you give your agent its intelligence. Without training, your agent can only follow its system prompt. With training, it answers questions using your actual business content - products, services, FAQs, and documents - with zero hallucination. Complete Basic Details first, then click the Train Your AI tab at the top of your agent configuration screen. The left sidebar has three groups with five sections total: Company

• Business Information

Configuration

• Service List
• Product List

Knowledge

• FAQ’s List
• Knowledge Base Documents

Work through each section and click Save & Next after each one.

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Company: Business Information

Business Information is the foundation of your agent’s knowledge. Everything you enter here gets injected directly into your agent’s system prompt under Operational Parameters - your agent reads this in real time during every call. Click Save & Next to proceed to Service List.

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Configuration: Service List

The Service List tells your agent what services your business offers. When a caller asks “What do you do?” or “Do you offer X?”, your agent reads from this list to answer accurately. Click ”+ Add Service” (top right) to add each service your business provides. For each service, include:

• Service name
• Short description of what it includes
• Pricing if applicable
• Any eligibility or availability details

Example services to add: Click Save & Next to proceed to Product List.

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Configuration: Product List

The Product List is where you add the specific products your business sells or provides. Your agent uses this to answer product-specific questions during calls. Click ”+ Add Product” (top right) to add each product to your catalog. For each product, include:

• Product name
• Description of what it does
• Key features
• Pricing or plan details
• Any limitations or requirements

Example products to add: Click Save & Next to proceed to FAQ’s List.

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Knowledge: FAQ’s List

The FAQ’s List is where you define specific question and answer pairs your agent uses during conversations. This is the most direct way to control exactly what your agent says in response to common questions. Click ”+ Add FAQ” (top right) to add each question and answer pair. How FAQs work: When a caller asks something that closely matches a question in your FAQ list, your agent prioritizes the FAQ answer over anything else - making FAQs your most reliable way to guarantee specific responses. Examples of FAQs to add: Click Save & Next to proceed to Knowledge Base Documents.

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Knowledge: Knowledge Base Documents

Knowledge Base Documents is where you upload files that give your agent deep, detailed knowledge about your business. This is the most powerful training section - your agent reads these documents in real time during calls to answer complex questions. Click anywhere in the upload area or drag and drop files directly to upload. Supported content to upload: Click Next after uploading your documents. Your agent training is now complete.

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How All Five Sections Work Together

Each section contributes a different layer of knowledge to your agent: Together, these five sections ensure your agent can handle the full range of caller questions - from “What do you do?” to “What’s included in the Growth plan?” to “How do I troubleshoot X?” - without guessing, making things up, or sending callers to a human unnecessarily.

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Best Practices

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