AP3K AI
Teach AI about your business
Knowledge gives AI approved facts; Behavior controls how those facts are communicated.
In this article
Step by step
- Create short knowledge notes for products, services, prices, locations, hours, shipping, refunds, and common questions.
- Keep each note focused and remove outdated facts.
- Use Playground to test realistic customer questions across multiple turns.
- A playground chat is remembered, but it does not change live Knowledge unless you select Save as business knowledge.
- Never save passwords, API keys, payment-card data, or private customer information.
Tap any screenshot to enlarge it. Screens show an example account; your activity and available plan details may differ.
Add reliable business knowledge
In Knowledge, give each note a clear Topic and fill in Facts AI may use. Choose Add knowledge, check that the note appears under Saved knowledge, and save your changes. Keep separate notes for services, prices, delivery, policies, and frequently asked questions so updates stay simple.
Use exact, current facts and say what the assistant should do when information is unknown. The empty state in the screenshot means no knowledge has been added yet. Do not add passwords, payment details, or private customer information.
Test in Playground before going live
Add at least one knowledge note, save the setup, then ask a realistic customer question in Playground. Try a follow-up and a question your notes do not answer. Check accuracy, tone, and whether the assistant respects your boundaries. Update Knowledge or Behavior and test again if needed.
Playground conversations are saved, but they do not become live business knowledge automatically. Save useful facts explicitly as knowledge. Tests use your monthly AI allowance. When the results are ready, enable the appropriate master switch and AI option in the intended automation, save, and test the live flow.