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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
  • FAQs 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.
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Fill in every field, even optional ones. The more context your agent has about your business, the more accurately it answers caller questions about your location, hours, and contact details.
Whatever you enter in Office Address and Mobile Number is exactly what your agent will read out to callers. Double-check these before saving.
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.
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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:
Add every service your business offers, even minor ones. If a caller asks about something not in the list, your agent’s fallback logic will acknowledge the gap and offer to connect them to a human - which is better than making something up.
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.
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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:
If your business is service-based and doesn’t have distinct products, you can skip this section or use it to list your service packages or pricing tiers instead.
Click Save & Next to proceed to FAQs 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.
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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:
Write FAQs the way your customers actually ask questions - conversational, not formal. Your agent matches intent, not exact words, so natural phrasing works better than technical language.
Start with your top 10 most common customer questions. You can always add more later as you review call transcripts and see what callers are actually asking.
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.
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Click anywhere in the upload area or drag and drop files directly to upload. Supported content to upload:
Your agent answers strictly from what’s in these documents. If a caller asks something not covered in your uploaded content, the agent will acknowledge it doesn’t have that information and offer to connect to a human - it will never guess or make up an answer.
Keep documents focused and well-structured. A 5-page focused document on your pricing performs better than a 50-page general company document. Upload separate documents for separate topics.
Update your documents whenever your products, pricing, or policies change. Outdated documents are the most common cause of incorrect agent responses.
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

Each section fills a different gap. An agent with only Business Information will struggle with product and service questions. Complete all five for the best performance.
Your agent is only as accurate as your training data. Any time your prices, services, hours, or policies change - update the relevant section immediately.
If there’s something you absolutely need your agent to say in a specific way - use an FAQ. FAQ answers take priority over document-based answers.
One focused 5-page pricing document is more effective than one 100-page company handbook. Split large documents into topic-specific files.
After your agent goes live, review transcripts weekly. Every time you see a question your agent struggled with, add it as an FAQ or update the relevant document.

Agents

Go back to agent configuration - LLM model, system prompt, voice, and transcriber settings.

Prompt Engineering

Learn how to write better system prompts to improve agent conversation quality.

Platform Analytics

Monitor agent performance and use call data to improve your training content.

Inbound Calls

Set up phone number routing so your trained agent starts handling real calls.