AI Knowledge

Train SmartOps on your business.

Provide company information, services, pricing notes, FAQs, and sales guidance so the AI can draft more accurate, on-brand responses — every time.

01
Fill in your knowledge base

Add company info, services, pricing notes, FAQs, and sales guidance inside your dashboard.

02
AI learns your business

Every draft, follow-up, and reply is generated using your context — not a generic template.

03
Review and send

AI drafts go to your outbox for a quick review before sending. You stay in control.

What you can teach the AI

Each field you fill in makes every AI-drafted message more relevant, accurate, and ready to send.

Company Description

Tell the AI who you are, what you do, and who you serve. This becomes the foundation for every response it drafts.

Example

We're a B2B SaaS agency helping e-commerce brands automate their post-purchase experience.

Services

List your core offerings so the AI can describe them accurately when a prospect asks what you do.

Example

Email automation, CRM setup, monthly retainer management, onboarding sequences.

Pricing Notes

Give the AI context on your pricing model, ranges, or what to say (and not say) when cost comes up.

Example

Retainers start at $1,500/mo. Don't quote exact prices — direct to a discovery call.

FAQs

Add common questions and answers. The AI uses these to handle objections and repetitive inquiries automatically.

Example

Q: Do you integrate with Salesforce? A: Yes, natively. Q: Is there a free trial? A: Yes, 14 days.

Booking Message Template

Set a default message the AI sends when booking a call so every invite feels personal and on-brand.

Example

Hey {{name}}, excited to connect — here's my calendar link: {{link}}

Sales Guidance

Share tone, objection handling tactics, and deal-closing hints so the AI mirrors your best sales instincts.

Example

Always emphasize ROI. If they ask about competitors, focus on our support quality.

Ready to give your AI a brain?

Set up your knowledge base in under 5 minutes and watch your AI drafts go from generic to genuinely useful.

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