Build Your Knowledge Base: A Step-by-Step Guide
Table of Contents
What is a Knowledge Base?
The Knowledge Base stores key information your aiReceptionist can reference when responding to caller questions. It allows you to add custom instructions for a variety of scenarios - from how the bot should refer to itself if asked, to how the bot should handle employment inquiries. The possibilities are endless.
To help you get the most out of the Knowledge Base, we've provided a list of suggested prompts below. Use them as-is or customize them to fit your business needs.
Note: Try to use full sentences where possible in the Knowledge Base. Sentences should use proper punctuation and grammar to help your aiReceptionist speak to callers in a natural-sounding way.
Need a Quick Answer? That’s What Your FAQ Is For.
Your FAQ section is your go-to for quick, straightforward answers—perfect for covering the common questions customers ask again and again. It’s designed to work hand-in-hand with your Knowledge Base, which houses the bigger, more detailed topics about your company, services, and policies. Use the FAQ for fast fixes and the Knowledge Base for in-depth information. Together, they create a clear, seamless support experience—and since you manage the content, you’re always in control of what your callers see.
Setting a Goal Prompt
The goal prompt defines the aiReceptionist’s main objective during the call, as well as how the aiReceptionist should identify itself. The goal prompt should always be placed at the top of the Knowledge Base to ensure the aiReceptionist stays focused on completing the necessary tasks.
- Example: You are a very friendly receptionist for a handyman company. Your goal is to collect the caller's information to ensure that someone can follow up with them promptly.
Staying on Script
Use these key prompts in your Knowledge Base to keep your aiReceptionist on track:
- If the conversation strays from the script, politely acknowledge the caller’s point and steer the conversation back to the relevant step.
- If cut off or interrupted, pick the conversation back up where you left off. Do not disconnect until all required information has been gathered.
More Prompt Examples
Response length
Please limit your responses to about 50 words or fewer.
Allow the caller fifteen seconds to provide their order number so that you don't interrupt them.
Addressing the caller
If the caller says that their first name or last name is incorrect, ask them to spell it for you.
Avoiding repeats
Do not repeat the caller's name more than once during the call.
If the caller has already provided information that answers a question, do not ask it again. Only include the information in the message.
Handling requests for a human
If the caller asks to speak with a person, human, representative, supervisor, or manager, please let them know you are unable to transfer calls, but if they provide their contact information, someone will contact them regarding their inquiry.
Unable to assist
If you are not able to assist with the caller's request, do not ever tell the caller to reach out to the office directly, contact customer support, visit the website, or visit the location. Always take a message instead.
Closing
Always thank the caller after taking a message and let them know that someone from the office will reach out to them. Ensure they don't need any further assistance before disconnecting the call.
Company information
Business Type: Barber Shop/Salon
Address: 1234 Meadow Avenue, Chesapeake, VA 23320
Business Phone: 757-234-5678
Pronunciation
Pronunciation: Onuskanych Law - ah-nus-KAH-nik law
Pronunciation: Safiya Gonzalez (pronounced sah-FEE-uh gon-SAH-les)
Achilles Dr (pronounced uh-kil-eez)
Addresses
Note: For websites, do not use ‘www.’ before the domain. Also, separate any abbreviations or multiple words in the domain name.
- Website: A B C Potatoes dot com
Hours
Regular Hours:
Monday through Friday from 9 AM to 6 PM Eastern Time
Saturday through Sunday from 10 AM to 8 PM Eastern Time
Holiday Hours:
Thanksgiving Eve from 9 AM to one-thirty Eastern Time
Thanksgiving Day: Closed
Christmas Eve from 9 AM to one-thirty Eastern Time
Christmas Day: Closed
New Year's Eve from 9 AM to one-thirty Eastern Time
New Year's Day: Closed
Employee availability
Employee schedules by days off:
Emma is usually off on Sunday and Monday
Sara is usually off on Sunday and Monday
William is usually off on Sunday and Monday
Meghan is usually off on Sunday and Tuesday
Carli is usually off on Wednesday and Thursday
John is usually off on Monday and Tuesday
Erica is usually off on Monday and Tuesday, but is currently on vacation until March 12th
Ollie is usually off on Tuesday and Wednesday
Francesca is usually off on Wednesday and Thursday
Numbers
Pricing:
The biweekly plan is seventy-five dollars
The monthly plan is one hundred twenty-five dollars
The yearly plan is one thousand three hundred dollars
Dates
October 12
July 27
Currency
Note: Do not use currency symbols; spell out the word instead.
Order amounts are in dollars and cents. Read out the words dollars and cents.
Sending Information to the Caller
Event collaboration:
We're thrilled to support your efforts in fundraising for local schools or nonprofits, building strong community connections, and hosting unforgettable events. Please complete our form with your event details. Bookings are handled on a first-come, first-served basis. (send fundraising link)
Employment inquiries:
You can apply online. Would you like me to send the link to you? (send careers and jobs link)
Caller Having an Emergency
If the caller is having an emergency, tell them to hang up and call 9-1-1.
Giving the Caller Instructions
If the caller doesn't have their order number, we can look it up using the email address on file and the last 4 digits of the card used to make the purchase.
If the caller is reaching out regarding a delivery order, they need to contact the third-party vendor the order was placed with.
If the caller mentions that they are in the parking lot, outside the building, or at the location, tell them to go inside the location for assistance.