XBASE

Knowledge base

Teach the agent with the files your company already has.

Catalog, price list, policies and frequently asked questions, in PDF, Word, CSV or text. The agent checks these files to reply in your website chat, and you decide what goes in.

  • Nothing to install
  • Implementation with a specialist
  • You choose the files
  • You approve every adjustment
Example with fictitious data.

What the agent knows

What is the knowledge base?

It is the set of files the AI agent checks to reply. Together with the instructions, goals and rules, it is what makes the agent talk about your company, and not just any company.

  1. 1

    You add the files

    Catalog, prices, policies and frequently asked questions.

  2. 2

    You write the instructions

    How the agent talks and what it can do.

  3. 3

    You set goals and rules

    What it should achieve and what it must not write.

  4. 4

    You test before publishing

    Ask what customers ask and check the reply.

Configuration

How to teach the agent

The expert team organizes the files with you.

  1. Step 01 of 04

    Add the files

    PDF, Word, CSV or text.

  2. Step 02 of 04

    Write the instructions

    How the agent talks, what it can do and what stays with the team. Every version is saved.

  3. Step 03 of 04

    Set the goals

    What the agent should achieve in each conversation.

  4. Step 04 of 04

    Talk to the agent

    Ask what customers ask and see the reply before putting it to work.

The agent only knows what someone taught it.

Examples

Questions the files answer

Price

Services. The reply comes from the service price list.

What goes into the reply

Where each agent reply comes from

  • 01

    Files

    What the company already has in writing: catalog, prices, policies, frequently asked questions.

  • 02

    Instructions

    How the agent talks and what it can do.

  • 03

    Goals

    What it should achieve in each conversation.

  • 04

    Safety rules

    What it must not write, such as email addresses, phone numbers and sensitive numbers.

  • 05

    Adjustments you approve

    Suggestions drawn from conversations, which only go in if you approve them. Evaluation must be turned on.

The expert team organizes the files and writes the instructions with you

Where it works

Where the agent uses what you taught it

Before publishing

Ask the agent what customers really ask

The agent can make mistakes. When a reply comes out wrong, fix the file or the instruction that caused it and ask the same question again.

  • A price with conditions (upfront, in installments, by quantity)
  • A product or service you do not offer
  • A question with a typo
  • A discount request
  • A question that mixes two topics
  • A request for personal data
  • Information that changed (new price, new hours)

You decide

Every adjustment to the agent goes through you

  • Versions

    Every change to the instructions is saved, and you can go back to a previous version.

  • Adjustment suggestions

    XBASE evaluates the agent's conversations against the goals you set and suggests adjustments. You approve or discard them. Requires evaluation turned on and goals set.

  • Score for each conversation

    In the website chat, only the agent replies. With evaluation on, see the score of each agent conversation and adjust what you need.

AI suggestions

Questions

What people ask about teaching the agent

No. It checks the files you add and follows the instructions you write.

Catalog, price list and policy: the agent starts with them.

Teach the agent with what your company already knows.

Create an account and build the agent with the expert team, starting from the files your company already has.

Create account
  • Nothing to install
  • Implementation with a specialist

Prefer to build it together? Talk to the expert team.

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