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AI Knowledge & Training
Sales Agent: company & product context
AI Knowledge is where the Sales Agent gets what it needs to write like your team, not a generic script.
What's in it
- Company Description — what your company does, for natural introductions.
- Services — the key products or services you offer.
- Pricing Notes — pricing context the agent can reference when relevant.
- Common FAQs — frequent questions and answers prospects ask.
- Booking Link — your Calendly, Cal.com, or Google Calendar scheduling link.
- Booking Message Template — the email sent with your booking link, with variables like
{{firstName}}and{{bookingLink}}.
Why it matters
Every field here feeds directly into the drafts the Sales Agent writes. Leave it empty and campaigns still send — but the copy is generic. Fill it in and outreach references your actual services, pricing, and answers to common questions.
Where to edit it
From AI Knowledge in your dashboard. Each field has a character limit shown as you type — keep entries concise and specific rather than pasting long documents. See Tips for Better AI Responses for more on this.
Fill in your context
It takes a few minutes and directly improves every draft.