4
Train Your Agent
Teach it your facts, policies, topics, and the way your team answers.
4.1Overview: everything your assistant knowsYou want to understand where the agent's answers come from before you start training it.4.2Set your store factsFirst-time setup, or your hours, shipping, returns, or payment details changed.4.3Edit your InstructionsYou want to shape how the agent behaves and what it tells customers, beyond the basic facts.4.4Use the AI Instructions BuilderYou want well-written, store-specific Instructions without writing them from scratch.4.5Add knowledge sourcesYou want the agent to answer from your existing policy, FAQ, or reference pages.4.6Learn from your CRM history (CRM Audit)Growth & ProYou have past support tickets and want the agent trained on what your customers actually ask.4.7Topics & quick answersYou want to give shoppers browsable subjects and instant answers to your most common questions.4.8Review agent quality (QA Review)You want to find weak answers and act on improvement suggestions.