Teach the assistant with the knowledge library

The knowledge library holds things your phone assistant should know that don't belong on your website. It's private to you.

Steps

1. Go to Knowledge library in the dashboard menu.
2. Under Add something, type a Title, like "Parking" or "Refund policy".
3. Write the Information the way you'd explain it to a new hire.
4. Or click Fill from a file to load a .txt, .md, .csv or .json file into the box.
5. Leave The phone assistant can use this ticked if callers may hear it. Untick it to keep the entry for yourself.
6. Click Add to library.
7. To change an entry, click Edit, then Save changes. To delete it, click Remove.

Good to know

• Entries not shared with the assistant are tagged Only you and are never given to it.
• Anything the assistant can use, it may read out to a caller who asks. Keep private details in an Only you entry.
• The library holds up to 200 entries, each up to 20,000 characters. Split long documents into a few entries.
• For a PDF or Word document, copy the text and paste it in.
• Nothing in the library appears on your website.
• Only the account owner can use the knowledge library.