Knowledge Base
The knowledge base is the list of facts the AI may use when it drafts replies to customers. Anything that isn't in it, the AI flags for you instead of guessing.
Open it from Knowledge in the sidebar.
Topics
Each entry is a topic with a title and an answer.
- Title: the question, for example "Do you clean bathroom exhaust fans?". Up to 120 characters.
- Answer: the answer, in your own words. Up to 4,000 characters.
A topic with no answer counts as not answered yet. The AI flags questions about it instead of guessing.
What to add
Start with what customers ask most:
- Prices for each service
- Service area
- Hours
- What a visit includes and how long it takes
- How to pay
With fewer than 3 answered topics, the Inbox warns that most questions will come back flagged.
Who can edit
Only owners can add, edit or delete topics. Staff can view the knowledge base.
Owners can also add a topic straight from a flagged question in the Inbox.
Keep it current
Update a topic whenever a price, hour or policy changes. The AI uses whatever is written here.