How to train your AI chat bot

Add your business basics

In Bot setup, fill in the foundation the bot reasons from:

• Business name & industry — sets the bot's context and tone.
• What you do / about — a short description of your business.
• Services — list everything you offer; this is what customers ask about most.
• Hours, location, phone, service areas — so it can answer "are you open?", "where are you?", and "do you serve my area?".

Give your bot a personality

• Bot name — give it a friendly name (e.g. "Alex").
• Tone — friendly, professional, casual — match your brand voice.
• Language — auto-detect or set a default so it greets visitors correctly.

Add FAQs — the biggest lever

FAQs are the single most effective way to train your bot. In Train bot, add the real questions customers ask and the exact answers you want given.

• Use your actual most-asked questions (pricing, availability, process, policies, guarantees).
• Keep answers short and direct — a sentence or two.
• Add as many as you can. 15–30 good FAQs make a noticeably smarter bot.

Feed it your website & documents

• Website content — add your site's key info, or let the bot pull content from your website so it learns your real wording.
• Documents — paste or upload price lists, service menus, policies, brochures, or FAQs. The bot uses them to answer accurately.

The more real, current content you give it, the fewer "I'm not sure" answers your customers get.

Set greetings & human handoff

• Welcome / invite message — the first thing visitors see, e.g. "👋 Questions? Chat with us!".
• Proactive message — an optional nudge that appears after a few seconds.
• Handoff message — what the bot says when a human takes over.

Test your bot

Use the built-in test chat in the Train bot tab to ask questions exactly like a customer would — about pricing, hours, services, and edge cases. Wherever an answer is weak or wrong, go back and add an FAQ or detail to fix it. Repeat until it handles your common questions confidently.

Improve it over time

• Top questions — see what customers actually ask, and add FAQs for anything the bot fumbled.
• Chat history — read real conversations to spot gaps and opportunities.
• Take over live — jump into any active chat when a conversation needs a human, then turn that into a new FAQ.

Training isn't one-and-done. A few minutes each week reviewing questions and adding answers keeps your bot sharp and converting.