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Knowledge Base Setup

The knowledge base is the set of approved facts AI Receptionist can use during calls. Treat it like a short call script and business reference guide.

What To Add First​

Start with:

  • business basics and service area
  • regular hours and holiday notes
  • main services
  • common FAQs
  • pricing notes or estimate language
  • cancellation, refund, appointment, payment, and privacy policies
  • custom information, such as parking, directions, or special instructions

Approved Knowledge Only​

AI Receptionist answers only from approved knowledge. If imported or typed information is not approved, the AI should not use it on live calls.

This is important for trust. Website pages and uploaded files can contain old prices, outdated hours, or internal wording. Review before approving.

Importing Knowledge​

You can import from:

  • a website URL
  • pasted business text
  • supported files, currently TXT, CSV, and MD

Imports become drafts. Review the draft sections, edit any wording, select which sections to use, and approve them.

Good Knowledge Is Caller-Friendly​

Write the way you want the AI to speak. Short answers work best.

Instead of:

Refunds subject to internal manager discretion pursuant to policy.

Use:

Refund requests are reviewed by a manager. The caller should leave a message with their order number and contact information.