Train your AI agent with your documents: a step-by-step guide
How to prepare documents, URLs and catalog so your agent answers with reliable information about your business.
1 min read
- ✓Direct upload of PDFs, internal URLs, and company policies to TotalChat Knowledge Hub.
- ✓100% grounded answers strictly referencing your business facts with zero hallucinated pricing.
- ✓Real-time synchronization: updating a document instantly updates the active AI agent.
The quality of an AI agent depends on the quality of the information you train it with. These steps help you start right.
Step 1: gather your sources
Prioritize what your customers actually ask:
- FAQs and shipping or return policies.
- Product or service catalog with prices.
- Support guides and manuals.
Step 2: clean before uploading
Remove duplicates and outdated content. If two documents contradict each other, the AI will too.
Step 3: connect live sources
A PDF gets old; your catalog should not. Connect your store so stock and prices are checked in real time.
Step 4: define tone and boundaries
Describe how your brand speaks, which topics it must avoid and when it should hand over to a human.
Step 5: test with real conversations
Before going live, simulate your 20 most common questions and fix any answers you are not happy with.
Test Your Knowledge
Take this quick 2-minute interactive quiz to test your key takeaways.
What is the "Source of Truth" principle in TotalChat AI Agents?
When you update a document in TotalChat Knowledge Hub, when does it take effect?
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