Knowledge Bases are the foundation of how your AI Employee (Voice AI and Conversation AI agents) learns about your practice and responds accurately to clients. By training your AI with reliable, practice-specific information, you ensure that every response is consistent, helpful, and aligned with your brand.
With the AI Employee add-on, you can create up to 10 knowledge bases in your account.
Go to the AI Agents menu.
Select Knowledge Base.
By default, your account will include a starter knowledge base (e.g., MedSpa Knowledge Base or Plastic Surgery Knowledge Base).
Voice AI Agents – Can connect to 1 knowledge base.
Conversation AI Agents – Can connect to up to 7 knowledge bases.
Because of these limits, it’s best to organize and consolidate your knowledge bases so each AI agent has access to the information it needs.
Add your website URL and allow the system to extract content.
After crawling, you can select which specific pages to include in your knowledge base.
Best for: Quickly pulling large amounts of practice information into your AI.
Manually add question-and-answer pairs.
Ideal for common client questions such as:
“What are your hours?”
“Where are you located?”
“What treatments do you offer?”
“Do you accept insurance?”
Very effective because the AI can reference exact answers with clear context.
You can edit FAQs anytime as your practice information changes.
Soon, you’ll be able to upload:
PDFs (e.g., post-treatment care instructions)
CSV files
Word documents
This will allow you to add more detailed, structured information to your knowledge base.
Until file uploads are available, you can share a Google Sheet link with the web crawler.
It won’t update automatically when the sheet changes.
Useful as a temporary way to feed structured information into your AI.
A powerful way to build your knowledge base is directly inside the inbox:
If you don’t like an AI response, edit it on the spot.
Save the corrected response to your knowledge base by clicking Train Bot.
Over time, this ensures your AI continuously improves with real-world interactions.
Training your AI Employee is an investment that compounds over time:
Every FAQ and knowledge entry makes your AI smarter and more reliable.
Unlike training a human employee, the AI’s knowledge stays with your practice as long as you use the platform.
Practices that invest in building robust knowledge bases see the most success and efficiency from their AI agents.
Start with core FAQs (hours, location, services, policies).
Add treatment-specific FAQs for accuracy and professionalism.
Be selective with Web Crawler pages—only upload content that is accurate and current.
Continuously train from the inbox to refine responses in real time.
By investing the time to build and refine your knowledge bases, you’ll create an AI Employee that can answer client questions, represent your brand voice, and operate as a true extension of your team.
