Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

AI Agents → Knowledge Base → Add Source

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Collect approved service descriptions, hours, locations, policies and frequently asked questions.

  2. 02

    Remove duplicates, expired offers and internal-only notes.

  3. 03

    Add the clean material to the assistant’s knowledge area in clear sections.

  4. 04

    Write instructions for tone, escalation and questions the assistant must not answer.

  5. 05

    Test direct questions, follow-ups, ambiguous requests and handoff scenarios.

TalkTuit tips

Small details that make this work better

  • Treat knowledge as maintained content, not a one-time upload.
  • Keep policy and pricing language explicit.
  • Provide a human handoff route for sensitive requests.
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