Sales

Teach your AI Employee approved answers

Open Teach AI and create a source. Under Information type, choose FAQ, website or a supported document. For FAQ, fill Customer question and Preferred answer. For a website, add Source name and Website address. For a document, upload a current file and give it a name your team will recognize.

Updated 2026-10-08

Choose an information type

Make facts explicit

Include the product or service name, approved price, currency, exclusions and effective date. An online shop FAQ might allow unused bottles in original packaging to be returned within seven days, with the order reference checked by your team. Stock and delivery need an approved source. Keep confidential internal notes out of customer-facing answers.

Test the boundaries

After saving, check processing status and use Test my AI. Ask a known question, an ambiguous question and a request for a discount beyond the approved rules. Review whether the answer cites the right business facts, asks for missing details or requests human help. Update the source and test again when prices or policies change.

Connect a channel with the right prerequisites

Open Channels and choose the WhatsApp connection action. Use a business account and number you are authorized to manage. Follow the official sign-in and permission steps, select the eligible account and complete number verification when requested. Existing Business app coexistence depends on account and number eligibility; a connected status alone does not prove every feature is available.

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Start with a safe first workflow

Create your account, open the verification email and follow its link. Eligible trial workspaces receive the allowances shown at signup. Sign in, open My AI Employee and describe the business, preferred tone and boundaries. Choose one routine job, such as answering approved service questions.

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Improve answers through a repeatable review

Review the conversation in Customer Workspace. Distinguish missing knowledge from an unclear customer requirement or an approval rule. Save a short synthetic example of the question and expected answer, without copying unnecessary personal information. A missing delivery area should trigger a follow-up, not an invented delivery quote.

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Bring a person in for exceptions

Routine approved questions belong to the AI Employee. Customers requesting a person, unresolved uncertainty, discount approvals and unusual commitments need your team. Configure the relevant rules in My AI Employee and make sure the responsible teammate can access the workspace.

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