How to train your AI receptionist on your business
Your AI receptionist knows only what you give it — and that is what keeps it accurate. It answers from your instructions, your knowledge base and your product catalog, and when it does not know something it says so and offers a follow-up instead of guessing.
- 1
Write the instructions
In the AI employee or phone operator, describe your business, your tone, what the AI should do in a conversation (for example: find out the budget and the area, then offer a viewing) and what it must never promise. Long, detailed instructions are fine.
- 2
Add knowledge
In Knowledge Base add texts (prices, services, conditions, opening hours), question-and-answer pairs, or import a page of your website by its link. You can share knowledge with all employees or give it to one employee only.
- 3
Upload your product catalog
Shops and catalogs with hundreds or thousands of items use Product Catalog: upload an Excel or CSV price list (one product per row) or connect a product feed (YML or Google Merchant XML), which is refreshed automatically every day. The AI searches the catalog during the conversation and names the matching products with their price and availability.
- 4
Choose what to ask
In Lead fields choose what the AI collects from every customer — for example budget, area, deadline or the service they need. These answers arrive with every lead.
- 5
Test and refine
Talk to your AI from the dashboard, read the transcripts in Conversations and improve the instructions or knowledge where an answer was not good enough.
Questions
Will the AI make up prices or information?
It is instructed to answer only from your information. If something is not in your knowledge base or catalog, it says it does not know and offers to have your team follow up.
How many products can the catalog hold?
Up to 500 products on Starter, 5,000 on Growth, 20,000 on Business, 50,000 on Scale and unlimited on Enterprise.
Does a large catalog make conversations more expensive?
No. The catalog is not read in full on every answer; the AI searches it and gets only the few matching products.
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