Training your chatbot

Knowledge Base Overview

Your AI chatbot agent learns from the content you provide. The more relevant information you give it, the better it can answer visitor questions and qualify leads.

Accessing AI Training

1. Go to “Knowledge Base” on the sidebar navigation.

Training Methods

1. Upload Website Links

Best for: Training on your existing website content

How to add:

1. Click “Add Training Link”
2. Paste your website URL
3. Options:

• Single Page: Trains on just that page
• Full Website Crawl: Discovers and trains on all pages

1. Click “Add”

Full Website Crawl:

1. Enter your homepage URL
2. Click “Crawl Website”
3. AI discovers all linked pages
4. Review the list of found pages
5. Uncheck any pages you don’t want to include
6. Click “Train on Selected Pages”
7. Wait for indexing to complete (1-5 minutes)

Tips:

• ✅ Include your FAQ page
• ✅ Add product/service pages
• ✅ Include your About page
• ✅ Add pricing information
• ❌ Avoid irrelevant blog posts
• ❌ Skip terms/privacy pages (not helpful for conversation)

2. Upload Documents

Best for: Internal knowledge, PDFs, detailed guides

Supported formats:

• PDF documents
• Word documents (.docx)
• Plain text files (.txt)
• Markdown files (.md)

How to upload:

1. Click “Upload Document”
2. Select file from your computer (max 10MB)
3. Add a title/description
4. Click “Upload”
5. Wait for processing (30 seconds – 2 minutes)

What to upload:

• Product specifications
• Service catalogs
• Common questions & answers
• Company policies
• Training manuals
• Sales scripts

3. Direct Text Input

Best for: Quick facts, specific instructions, custom knowledge

How to add:

1. Click “Add Text Content”
2. Type or paste your content
3. Give it a title
4. Click “Save”

Examples:

• Business hours
• Contact information
• Special offers
• Company values
• Unique selling points
• Custom responses

4. Quick Prompts

Best for: Suggested conversation starters for visitors

How to create:

1. Click “Add Quick Prompt”
2. Enter the prompt text (e.g., “What are your pricing plans?”)
3. Optionally add an emoji
4. Toggle “Enabled” on
5. Click “Save”

Quick prompts appear as:

• Clickable buttons in the chat widget
• Suggested questions visitors can tap
• Help guide conversations

Best practices:

• Keep them short (4-8 words)
• Ask common questions
• Match your business goals
• Use clear language
• Limit to 3-5 prompts

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Writing Effective AI Instructions For Your Chat Funnels

Agent Personality

Set your chatbot’s personality:

1. Go to “Agent Personality” tab in your funnel
2. Find “Custom Personality Prompt” section
3. Define the personality:

Example:

You are a friendly and helpful sales assistant for [Your Company]. 
You are knowledgeable, professional, and enthusiastic about our products.
Always be polite and patient with customers.

Personality options:

• Professional: Formal, business-like
• Friendly: Warm, approachable
• Casual: Relaxed, conversational
• Enthusiastic: Energetic, positive
• Empathetic: Understanding, supportive

Conversation Guidelines

Tell your AI how to behave:

What to include:

• How to greet visitors
• What information to prioritize
• When to ask qualifying questions
• How to handle objections
• When to escalate or offer human contact

Example guidelines:

- Start with a warm greeting and ask how you can help
- Focus on understanding the visitor's needs first
- Ask qualifying questions naturally during conversation
- If asked about pricing, explain our value before revealing costs
- If visitor seems frustrated, offer to connect them with our team
- Keep responses concise (2-3 sentences max)
- Use bullet points for lists
- Never make up information - if unsure, offer to connect them with our team

Response Length

Control how chatty your AI is:

• Concise: 1-2 sentences (fast, direct)
• Balanced: 2-3 sentences (recommended)
• Detailed: 3-5 sentences (thorough)

Set in Agent Personality> “Response Length”

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Managing Training Content

View All Training Sources

See everything your chatbot learned from:

1. Go to Knowledge Base screen
2. View all cards:

• 🔗 Website links
• 📄 Uploaded documents
• 📝 Text content
• 💬 Quick prompts

Edit Training Content

To update a source:

1. Click the “Edit” icon on the card
2. Modify the content
3. Click “Save”
4. Changes apply immediately

To delete a source:

1. Click the “Delete” icon (trash can)
2. Confirm deletion
3. AI will stop using that information

Active vs Inactive

Toggle training sources on/off:

• Green card: Active, AI uses this content
• Gray card: Inactive, AI ignores this content

To toggle:

1. Click the card
2. Find the “Active” switch
3. Toggle on/off
4. Save changes

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Testing Your Chatbot

Preview Mode

Test before going live:

1. Click “Preview” in the funnel header
2. Chat opens in preview mode
3. Ask questions as a visitor would
4. Check if responses are accurate

What to test:

• ✅ Greetings are friendly
• ✅ Answers are accurate
• ✅ AI uses your content
• ✅ Qualifying questions are asked
• ✅ Tone matches your brand
• ✅ Links and CTAs work

Making Improvements

Based on testing:

If AI gives wrong answers:

1. Add more specific training content
2. Clarify instructions
3. Remove conflicting information

If AI is too generic:

1. Add your unique value propositions
2. Include specific product details
3. Add personality to instructions

If AI misses opportunities:

1. Add qualifying questions
2. Update lead capture settings
3. Adjust conversation flow

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Best Practices

Content Quality

Do:

• ✅ Use clear, simple language
• ✅ Keep information current
• ✅ Focus on visitor needs
• ✅ Include specific details
• ✅ Cover common questions

Don’t:

• ❌ Upload irrelevant content
• ❌ Include outdated information
• ❌ Use overly technical jargon
• ❌ Duplicate the same info multiple times
• ❌ Add personal/sensitive data

Training Volume

How much is enough?

• Minimum: 5-10 pages of content
• Recommended: 20-50 pages
• Maximum: No strict limit, but focus on quality

Too little: AI won’t have enough context
Too much: AI may get confused or slow

Sweet spot: Cover your core offerings thoroughly, skip the fluff

Regular Updates

Keep your AI current:

• 📅 Review training content monthly
• 🔄 Update when products/services change
• 📊 Check conversation logs for gaps
• 💡 Add content based on common questions

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Troubleshooting

Problem: AI gives incorrect answers

Solutions:

1. ✅ Add specific training content about that topic
2. ✅ Remove conflicting information
3. ✅ Check website links are current
4. ✅ Review AI instructions for clarity
5. ✅ Re-upload documents if corrupted

Problem: AI says “I don’t know”

Solutions:

1. ✅ Add training content covering that topic
2. ✅ Make sure content is indexed (check status)
3. ✅ Rephrase the question to test
4. ✅ Add to “Direct Text Input” for quick fix

Problem: AI is too generic

Solutions:

1. ✅ Add more specific company information
2. ✅ Include product details
3. ✅ Customize agent instructions
4. ✅ Add your unique selling points

Problem: Training content won’t upload

Solutions:

1. ✅ Check file size (under 10MB)
2. ✅ Verify file format is supported
3. ✅ Try different browser
4. ✅ Check internet connection
5. ✅ Clear browser cache

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