📚How to: Add to your AI Persona's Knowledge Base

This guide shows how to add to the Knowledge Base in SalesRook, enabling your AI persona to respond accurately to client questions by adding variations of questions and answers.

Step 1: Access the Knowledge Base

1. Click on the Robot Icon: Locate and click on the robot face icon, which gives you access to the Knowledge Base.

2. Open the Knowledge Base: This will open the Knowledge Base interface where you can add or update questions and answers.

Step 2: Add a Question and Answer

1. Click on the Add Button: In the Knowledge Base, click on the Add button to begin adding a new entry.

2. Enter the Question: Type in the question exactly as the client has asked it. This ensures that the AI persona will recognize similar inquiries.

3. Add an Answer: Provide an adequate and clear answer to the question.

4. Click Add: Once the question and answer are entered, click Add to save this entry to the Knowledge Base.

Step 3: Add Variations of the Same Question

1. Copy the Answer: After adding the first question and answer, copy the answer to use for additional variations of the question.

2. Rephrase the Question: Enter different variations of the same question, such as "Can I get in touch with someone right now?" or other common ways your clients might phrase their inquiries.

3. Add Multiple Variations: Click Add for each new variation to ensure the AI persona can recognize different ways of asking the same thing.

Step 4: Test the Knowledge Base Update

1. Create a Test Lead: For additional assurance, create a test lead and ask the question yourself to see how the AI persona responds.

2. Verify Response: Ensure the AI persona provides the correct answer based on the variations added.

Final Step: Need Help?

If you need assistance or encounter any issues while updating the Knowledge Base, please feel free to reach out for support.

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