How-To GuideBeginner5 min read

How to Add Business Information So Your AI Answers Accurately

Configure business information entries that help your AI receptionist answer detailed questions about your company, services, and policies.

Quick Answer: Add business information by going to AI Logic > Receptionist > Business Information and clicking Add Business Info. Enter a topic name and the information your AI should know. This supplements FAQs with detailed company knowledge.

What You'll Learn

This guide shows you how to provide your AI with background knowledge about your business that it can use to answer questions naturally, even when there isn't a specific FAQ configured.

Business Info vs FAQs: When to Use Each

Use FAQs for: Specific questions with specific answers (e.g., 'What are your hours?')

Use Business Info for: Background knowledge the AI should have (e.g., 'Service areas we cover')

Think of Business Info as giving your AI context it can draw from naturally, while FAQs are direct Q&A pairs.

Step-by-Step Setup

Navigate to AI Logic > Receptionist
Scroll to the Business Information section
Click Add Business Info
Enter a Topic name (e.g., 'Service Areas')
Enter the Information your AI should know
Click Save
Repeat for other important business knowledge

Essential Business Information to Add

Service Areas: List all cities, neighborhoods, and zip codes you serve
Company History: When founded, years in business, ownership
Certifications: Licenses, certifications, manufacturer authorizations
Warranties: Standard warranty terms for different services
Payment Policies: Accepted methods, deposit requirements, financing
Emergency Procedures: How emergency calls are handled, after-hours fees
Brand Partnerships: Equipment brands you service or install

Writing Effective Business Info Entries

Example of a well-written entry:

Topic: Service Areas

Information: We provide service throughout the greater Phoenix metropolitan area. This includes Phoenix, Scottsdale, Tempe, Mesa, Gilbert, Chandler, Glendale, and Peoria. We also serve some parts of the East Valley including Apache Junction and Gold Canyon. For addresses outside these areas, we're happy to check if service is available - it depends on the specific location.

How Your AI Uses This Information

When a caller asks a question, your AI:

First checks for a matching FAQ
If no FAQ match, searches Business Information for relevant context
Combines the information with conversation context to form a natural response
May use information from multiple Business Info entries if relevant

Frequently Asked Questions

Q: What's the difference between Business Info here and Business Details?
A: Business Details (under AI Logic > Business Details) contains structured data like address, hours, and logo. Business Information here is free-form knowledge for the AI to reference in conversations.

Q: How much information can I add?
A: There's no strict limit, but keep entries focused. It's better to have 10 clear entries than one massive one.

Q: Will this information appear on invoices or documents?
A: No, Business Information is only used for AI conversations. Document content comes from Business Details and Offerings.