Add Business Knowledge and Instructions

What this guide helps you do

Prepare, upload and maintain approved business information used by AI replies, automation and voice workflows.

Who should use it

Workspace owners, managers, automation users and authorized technical users responsible for AI configuration or customer workflows.

Before you begin

• Use the correct workspace and minimum required role.
• Use a business-controlled provider account where applicable.
• Understand provider billing, usage and data settings.
• Use fictional Pakistan test data.
• Define human handover before enabling automatic replies or calls.

Main concepts and fields

Step-by-step instructions

1. Collect current products, services, prices, hours, policies and FAQs.
2. Remove duplicates and outdated content.
3. Separate public information from sensitive records.
4. Upload or enter approved sources.
5. Add owner and review date.
6. Define exclusions and fallback.
7. Test known and unknown questions.
8. Schedule review.

Test and verification

1. Confirm current price or policy answer.
2. Confirm outdated content is absent.
3. Confirm unknown information causes clarification or handover.

Common issues and solutions