Once you’ve created and customized your AI Bot, the next step is to train it. Training gives your chatbot the knowledge it needs to respond accurately to your users, whether that’s answering FAQs, explaining products, or guiding visitors through your services.
📝 Why Training Matters
- Accuracy – A trained bot provides precise answers instead of generic responses.
- Relevance – It reflects your business, products, and tone of voice.
- Scalability – As your content grows, your bot can be updated to stay current.
- Engagement – Visitors get meaningful, helpful interactions that build trust.
🔹 Step 1: Access Training Options
- Go to the AI Bots menu in your dashboard.
- Select the bot you want to train.
- Open the Training tab to see available options.
🔹 Step 2: Choose Training Sources
You can train your bot using multiple types of content:
- Website URL – Crawl your site so the bot learns from your live content.
- Files – Upload PDFs, Word docs, or text files with product details, FAQs, or manuals.
- Plain Text – Paste text directly into the training field for quick updates.
Note: For training to work, at least one text‑embedding AI model must have credits available.
🔹 Step 3: Add Knowledge Base Articles (v2 Feature)
- Navigate to the Knowledge Base menu.
- Add or edit articles with structured answers.
- Enable these articles in the Customize Chatbot page so the bot can reference them during conversations.
🔹 Step 4: Test Your Bot
- After training, open the Preview Chat window.
- Ask sample questions to confirm the bot responds correctly.
- Adjust instructions or add more training data if needed.
🔹 Step 5: Keep Training Updated
- Review chat history regularly to see what users are asking.
- Add new FAQs or documents when your business updates.
- Refresh training sources to keep answers accurate and relevant.
🆕 Advanced Training Features in v2
- Knowledge Base Integration – Directly connect articles to chatbot responses.
- Custom Links – Add helpful links (support pages, product docs) into the bot’s flow.
- CRM Integration – Sync captured leads and customer data for smarter follow‑ups.
- Inbox Insights – Use the new CRM Inbox to track unanswered questions and refine training.
✅ Summary
Training your AI Bot is essential for making it useful, accurate, and brand‑aligned. By feeding it website content, files, and text, and by connecting it to your Knowledge Base, you ensure it can handle real‑world questions effectively. With v2 features like Knowledge Base integration, CRM sync, and inbox insights, your bot becomes a continuously improving digital assistant.
