Start free trial

Teach your assistant your products and policies

How the assistant learns, and how to make its answers spot on.

In Knowledge & products, write your delivery details the way customers ask.1/5
  1. In Knowledge & products, write your delivery details the way customers ask.
  2. Add common questions and answers. Short and specific works best.
  3. Click Save. It's live in the chat straight away.
  4. Your notes beat anything on your website, so answers match how you really work.
  5. Changed products or prices? Click Re-import.

Where its knowledge comes from

  • Your store: products, prices, stock and key pages. On Shopify these refresh automatically every few hours.
  • Your notes: delivery, policies, FAQs and approved offers in Knowledge & products. These override the website.
  • Your orders, once connected: what customers buy together and how often they reorder.

Write notes the way customers ask

Short and specific beats long and formal. For example:

  • Delivery: “Sydney metro, Monday to Saturday. Order by 2pm for next-day. Free over $50.”
  • Policies: “15L bottles carry a $15 refundable deposit.”
  • FAQs: “Q: Do you deliver on Sundays? A: Not yet, Monday to Saturday only.”

Offers

The assistant only mentions offers listed under Approved offers. Remove an offer and it stops mentioning it straight away.

Changed your products or prices?

Go to Knowledge & products and click Re-import.

More guides

Fix questions your assistant couldn't answerNewTurn missed questions into answers in two clicks, from Results or your Monday email.What your assistant knows about your storeNewThe Home page panel that shows what your assistant has learned, and how it grows.Suggest what goes well with itNewHow the assistant suggests matching products after an add-to-cart, and how to set your own pairings.Customise the chat widget and nudgesName, colour, position, button text, which pages it shows on, and proactive nudges.