What is Training?
Training teaches Jodie about your business. This is her knowledge base. When customers call, she uses this information to answer their questions.
You add things like:
Your website
FAQs
PDFs with prices or services
Answers to common questions
Important: Don't write instructions here like "Make sure Jodie says this." That won't work. Just give her the facts she needs.
We Normally Already Have Your Website Info
Good news! When you signed up, we pulled information from your website. Jodie already knows your basic details.
When you go to training you will see text is already there.
Review it to see what Jodie already knows about your business and then you can see what you need to add.
How to Find Training
On your phone: Tap the menu, then "Training"
On computer: Click "Training" on the left side
Look at what's already there first. Scroll down to see your current training sources.
What Should You Add?
Start with your website
If we didn't get it already, add your website first & any relevant pages
Add PDFs when your website is missing things
Price lists
Service menus
How your process works
Add text for quick fixes
Answers to questions customers ask a lot
New services or prices
Special offers
When to Add More Training
Your website has everything: You probably don't need much more.
Your website is missing key info: Add what's missing as PDFs or text.
Customers ask the same questions: Add those answers.
How to Add Training
Check what you already have
Click "Add Knowledge"
Pick what to add:
Website
PDF file
Type it in directly
Save it
Company Settings
In Company Info you can change:
Your business name
If Jodie pronounces it wrong then type it Phonetically
When you're open
Contact details
Tips for Good Training
Do this:
Add real facts about your business
Update when things change
Add text FAQs to answer questions customers ask often
Don't do this:
Write scripts for Jodie to follow
Add old information
Tell Jodie how to behave
Is Your Training Working?
Good signs:
Jodie answers questions confidently
She gives accurate information
Customers get what they need
Bad signs:
Jodie says "I don't know" too much
Information is wrong or old
Customers are confused
What to Do Next
Look at your current training
Find what's missing
Add the missing information
Check how Jodie does and add more if needed
The more you teach Jodie, the better she helps your customers.