This guide provides step-by-step instructions for adding a Knowledge Base or FAQ into your SalesAi agent. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigate to SalesAi: Start by accessing the platform and clicking on "AI Voice" on the left-hand side, then select "Agents."
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Access Call Flow: Within an existing agent or when creating a new one, go to Step 3—Call Flow.
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Scroll to Knowledge Base URL: In the "Call Flow" section, locate the "Knowledge Base URL" field.
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Input the URL: Enter the URL of your Knowledge Base. Ensure the URL is formatted correctly with "https://."
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Processing the URL: After entering the URL, a green spinning circle will appear next to it. Wait for the spinning circle to disappear before proceeding.
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Confirmation: Once the link has successfully processed, a "Successfully uploaded!" message will appear.
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Proceed: After confirmation, you can continue building your agent.
Third-Party Services Disclaimer
Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.
Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.
Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
All warranties, express or implied, are disclaimed to the fullest extent permitted by law.