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Knowledge Base Guide

Sample templates to help you write your AI knowledge base.

Use these examples as a guide. You can copy a sample, edit the details, then paste it into your Knowledge Base so your AI can answer customers correctly.

Simple Rule

Write clear facts. One topic per entry. Keep it simple, direct, and useful for customer questions.

Sample 1

Business Information

Business InformationWrite Information

Use this to explain what your business does, who you help, and how customers can contact you.

Our business is [Business Name]. We provide [products/services] for [target customers]. We are located in [location] and customers can contact us through [WhatsApp/email/phone/website]. Our main goal is to help customers with [main benefit].
Sample 2

Products or Services

Product / ServiceWrite Information

Use this to teach your AI what you sell or what services you offer.

We offer [product/service name]. This is suitable for customers who need [customer need]. The service includes [what is included]. Customers usually ask about [common question]. If customers are interested, guide them to [next step: book, contact, pay, schedule, visit website].
Sample 3

Pricing or Packages

Pricing / PackagesWrite Information

Use this so your AI can answer price and package questions clearly.

Our pricing is: [Package 1] costs [price] and includes [details]. [Package 2] costs [price] and includes [details]. Payment can be made through [payment methods]. If customers ask for discounts or special pricing, politely ask them to contact our team.
Sample 4

Common FAQ

FAQWrite Information

Use this for common customer questions and the official answers.

Question: [Customer question]
Answer: [Official answer]. If the customer needs more help, ask for their name, contact number, and what they need assistance with.
Sample 5

Booking or Appointment Rules

PolicyWrite Information

Use this if your business accepts appointments, reservations, viewings, or bookings.

Customers can book by providing their name, phone number, preferred date, preferred time, and service/property/product they are interested in. Our team will confirm the schedule before the appointment is final. If the requested time is not available, offer the closest available option.
Sample 6

Refund, Cancellation, or Policy

PolicyWrite Information

Use this to make sure your AI gives safe and official policy answers.

Our policy is: [write refund/cancellation/warranty/delivery policy]. Customers must contact us within [time period] if they have an issue. The AI should explain the policy politely and avoid promising approval unless our team confirms it.
Sample 7

Handover to Human Rule

Handover RuleWrite Information

Use this to tell your AI when it should stop and pass the conversation to your team.

The AI should hand over to a human when the customer asks for a special discount, has a complaint, requests a refund, wants legal/contract advice, asks for custom pricing, or is ready to speak with a staff member. Before handover, collect the customer’s name, phone number, and question.
Sample 8

Do Not Say Rule

Do Not SayWrite Information

Use this to prevent your AI from making wrong promises.

The AI must not promise guaranteed approval, guaranteed availability, guaranteed discount, guaranteed refund, or guaranteed delivery time unless this is officially confirmed by our team. If unsure, the AI should say that our team will confirm the details.
Sample 9

Important Website URL

Important LinkAdd Important URL

Use this when your business already has an official page the AI should know about.

Title: [Pricing Page / FAQ Page / Policy Page / Services Page]
URL: https://yourcompany.com/[page]
Note: AI should use this page when customers ask about [pricing / policy / services / FAQ / terms].
Sample 10

Location and Opening Hours

Business InformationWrite Information

Use this so your AI can answer where you are and when you are open.

Our business is located at [full location or service area]. We are open from [opening days and hours]. Customers can visit by [appointment/walk-in/booking only]. If customers ask for directions, guide them to [Google Maps link or landmark].

Ready to add your knowledge?

Go back to Knowledge Base and create your first entry.

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