Training
The page allows you to build, manage, and maintain the knowledge base used by the AI Sales Assistant.
Purpose of This Page
The AI Sales Assistant answers customer questions using the knowledge configured on this page. By connecting website content and adding custom information, you define the information the assistant can use during conversations.
Website content can be refreshed automatically on a schedule or manually whenever new information becomes available, helping keep the knowledge base aligned with your latest published content.
What You Can Do Here
Using the Training page, you can achieve the points:
Build the AI Sales Assistant knowledge base from website content and custom text.
Configure automatic website crawling and choose how frequently it runs.
Add website domains and individual pages as training sources
Monitor crawl progress and page processing status.
Create and manage custom text blocks that provide additional knowledge.
How It Works
Training content is organized into two source types:
Web Pages - Content collected automatically from your website.
Text Blocks - Knowledge entered manually.
Once a source has been successfully processed, it becomes part of the AI Sales Assistant knowledge base and can be used to answer visitor questions.
Important: Only sources with the Ready status are included in the knowledge base.
Crawl Schedule
The Crawl Schedule determines how often the AI Sales Assistant refreshes information collected from connected websites.
Enable automatic crawling to keep website-based training content synchronized with your published website.
Available frequencies include:
Monthly
Quarterly
Semi-annually
Yearly
If automatic crawling is disabled, website content remains unchanged until a manual crawl is started.
Note: Automatic crawling only updates website sources. Text Blocks are updated only when they are edited manually
Web Pages
The Web Pages section manages all website-based training sources.
Add one or more company websites using the Domain field. During crawling, the system automatically discovers pages belonging to the configured domains and processes them for use by the AI Sales Assistant.
A maximum of 200 pages can be crawled across all configured domains.
Use the Extra URL field to include a specific page directly. This is useful for pages that are not easily discovered during crawling or should always be included in the knowledge base.
If website content changes before the next scheduled crawl, select Restart Crawl to immediately refresh the connected sources.
While crawling is in progress, the page displays:
Total pages discovered
Successfully processed pages
Processing status for each page
Source URL for every page (recrawl or delete pages one by one)
Use the available language filter and update-date sorting options to quickly locate specific pages when managing large knowledge bases.
Text Blocks
The Text Blocks section allows you to add company knowledge that is not available on your website.
This is useful for internal procedures, product information, sales guidance, FAQs, policies, or any other information that should be available to the AI Sales Assistant.
Select Add to create a new text block and enter the information as a separate knowledge entry. Keeping different topics in individual text blocks makes future maintenance easier.
From the Text Blocks list, you can review existing entries and organize them using the available language filter and update-date sorting options.
Recommendation: Create smaller, topic-focused text blocks instead of large documents. They are easier to maintain and produce more targeted responses from the AI Sales Assistant.
Related Pages
For more assistance, don’t hesitate to get in touch.
Last updated
Was this helpful?