Training your agent
Your agent's edge is that it doesn't send the same generic auto-reply as everyone else. It asks questions that sound like someone who works at your business — because you've shown it your business. That happens through sources: links and files you add under the Training tab.
What you can add
- Links — paste a URL and the agent fetches the page. Your homepage, pricing page, and service pages are the usual suspects.
- Files — upload documents. Any filetype is accepted, but
.pdf,.txt, and.mdwork best. 10 MB limit per file.
When you add a source, the AI reads it once and distills it into a compact brief it can use at reply time. That takes a moment: a source shows as pending, then flips to ready (or error if it couldn't be fetched or read).
Managing sources
Each source in the list can be:
- Toggled on or off — keep a source around but stop the agent using it.
- Renamed — give it a friendlier title than the raw URL or filename.
- Refreshed — re-fetch a link and re-distill it. Do this after you update your pricing page.
- Deleted — gone for good.
A source that errors or is switched off is simply skipped. It never blocks or slows down lead handling — your agent always replies with whatever it has.
What to feed it
The goal is material that helps the agent ask a better first question. Highest value first:
- Pricing and packages — so it can reference minimums, ranges, or tiers ("Our kitchen remodels start at $40k — is your project in that range?").
- Services and service area — so it knows what you do and where you do it.
- The questions you already ask — if your intake call always starts with the same three questions, write them in a file and upload it. The agent will lead with what matters.
- Anything a sharp new hire would read on day one — sales sheets, FAQs, a page about how you work.
Skip the fluff: blog archives and press pages rarely make the first question better.
Changed your training? Send a test lead to see the difference immediately.
