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  • 🚀Introduction to SalesRook
  • 🧑‍🔧SalesRook Negotiator
    • 🏠How to Get Started
      • ⬇️Setup the WhatsApp Business App
        • 📱Installing WhatsApp Business App
        • 🦸Setting Up Your WhatsApp Business Profile
      • 🔌Install and Set Up the SalesRook Chrome Extension
      • ⚙️Configure WhatsApp & SalesRook to Open Automatically
    • 👨‍💼Daily Use
      • 📲Initiate Conversations and Sync Them to Reapit
      • 🔗Link a WhatsApp Chat to a Property Card
      • 🔧Troubleshooting Issues with WhatsApp Business and SalesRook
      • 📋Best Practices for Using WhatsApp Business with Property Clients
  • 👾SalesRook Core
    • 👋Welcome Letter to Estate Agents
    • 👩‍💻How to: Set up your user settings
    • 📅SalesRook Calendar Setup Guide
    • 📨SalesRook Conversations Tab Guide
    • 💸SalesRook Opportunities Guide
    • 🛑How to Turn Off Your AI Persona in SalesRook
    • 🤳How to create WhatsApp Templates in SalesRook
    • 📚How to: Add to your AI Persona's Knowledge Base
    • 🟢How to Turn Your AI Persona On in SalesRook
    • 💌How to Connect Your Social Media to SalesRook
    • 🏷️How to: Assign a user to a contact
    • 💡How to: Set up your user availability
    • 🛸How to: Install your SalesRook widget
    • 📥How to: Create an interactive WhatsApp template
    • 📲How to: Import a list of contacts into SalesRook Core
    • 🗓️How to Integrate Calendar with SalesRook Core
    • 📢Creating Effective Property Broadcast Messages in WhatsApp Business
  • 🆘Need Help? We're Here for You!
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© Made by SalesRook Ltd & powered by SalesRook Core Platform // Unit A, Cottonworks House, 111 Seven Sisters Road, London N7 7FN

On this page
  • Step 1: Access the Knowledge Base
  • Step 2: Add a Question and Answer
  • Step 3: Add Variations of the Same Question
  • Step 4: Test the Knowledge Base Update
  • Final Step: Need Help?
  1. SalesRook Core

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.

PreviousHow to create WhatsApp Templates in SalesRookNextHow to Turn Your AI Persona On in SalesRook

Last updated 4 months ago

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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