What belongs in the Knowledge Base
Add stable facts the AI should be able to look up during a conversation: service areas, products, process, financing options, office information, common questions, approved objection responses, or your investment criteria.
Keep each entry specific. A short, direct answer is easier to use reliably than a long document containing several unrelated policies. Upload a document when its complete context matters.
If the AI said something wrong
- Review the call or message so you know the exact claim.
- Correct the underlying fact in the Knowledge Base.
- Check the AI Agent's greeting, personality, and qualification settings if the problem was behavior rather than a missing fact.
- Test again with your own controlled contact.
If the same incorrect statement continues after the source is corrected, open a support ticket and include the conversation.