How to connect business information to your AI Employee

    CategoryAI Employee
    Article typeDocumentation
    Estimated reading time 5 min
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Train your AI by adding website URLs, uploading FAQs, and pasting custom text snippets into the Knowledge Base tab.

    Who this article is for

    This article is for administrators and content managers responsible for training the AI Employee.

    Overview

    The AI Employee is only as smart as the information you provide. To give accurate answers, you must connect it to your business knowledge base using FAQs, website URLs, and text documents.

    Before you begin

    • Gather your training materials
    • Have website URLs ready
    • Prepare a document containing FAQs

    Step 1: Step 1: Access Knowledge Setup

    Navigate to Settings > AI Employee and select the 'Knowledge Base' or 'Training' tab.

    Step 2: Step 2: Add Website URLs

    Input the URLs of your main website, specifically pages containing services, pricing, and about information. The AI will scan these pages to learn about your business. Ensure the pages are publicly accessible.

    Step 3: Step 3: Upload FAQs

    Enter your frequently asked questions. You can usually do this by typing them directly into the interface or uploading a formatted CSV file. Provide clear, definitive answers for each question.

    Step 4: Step 4: Add Custom Text Snippets

    For information not on your website or in FAQs, use custom text snippets. This is useful for internal policies, current promotions, or specific handling instructions. Paste the text directly into the provided fields.

    Step 5: Step 5: Sync and Train

    Once all information is added, click the 'Sync' or 'Train AI' button. The system will process the data. This may take a few minutes depending on the volume of information.

    Configuration note

    We do not guarantee AI accuracy, lead conversion, bookings, customer satisfaction, response quality, revenue, support resolution, or business outcomes. The AI Employee does not fully replace human staff. AI behaviour depends on knowledge sources, instructions, handoff rules, enabled features, connected channels, permissions, configuration, testing, and ongoing monitoring. AI-generated responses should be reviewed before relying on them for sensitive, urgent, legal, financial, medical, billing, or policy matters. The AI Employee may need human handoff for these situations. Knowledge sources must be reviewed, updated, and tested regularly. Usage charges, feature access, fair use rules, or add-on requirements may apply depending on your account setup. Always test before going live. Contact support if an option is not visible. The AI prioritizes the specific FAQs and text snippets you provide over general website content. If there is a conflict, the directly inputted rules usually win.

    Important clarification

    Uploading a massive, unorganized document (like a 50-page employee handbook) can confuse the AI. It is much better to break down information into clear, concise FAQs and specific text snippets.

    Resolution guidance

    Why is the AI giving outdated information?

    Check your Knowledge Base tab. You must manually re-sync or update the URLs and text snippets whenever your business information changes.

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    Need account-specific help?

    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.