Training Your AI Assistant

Ai Features

Training Your AI Assistant

Training your AI assistant is an ongoing process of reviewing conversations, refining your knowledge base, and adjusting settings to improve the quality of AI responses over time. Think of it like onboarding a new team member who gets better with experience and feedback.

Reviewing AI Conversations

Regularly review conversations handled by the AI to identify areas for improvement.

Improving AI Accuracy

• Add Missing Information: When the AI could not answer a question, add that information to your knowledge base so it can handle it next time.
• Correct Inaccuracies: If the AI gave wrong information, update the relevant knowledge base entry with the correct details.
• Add Variations: People ask the same question in different ways. Add multiple phrasings of common questions to help the AI recognize them.
• Refine Instructions: Update the AI's system instructions to be more specific about how it should handle certain types of inquiries.
• Set Boundaries: Define what the AI should not discuss or promise, such as custom pricing or guarantees not in your policies.

Best Practices for Ongoing Training

• Review AI conversations at least once a week.
• Keep your knowledge base updated whenever your business information changes (new products, updated pricing, policy changes).
• Start with a narrow scope and expand the AI's responsibilities gradually as it proves reliable.
• Set up human handoff triggers for topics the AI should not handle on its own.
• Collect customer feedback on their experience interacting with the AI.

Tip: Create a simple spreadsheet or document to track questions the AI misses. Review it weekly and batch-update your knowledge base. This is much more efficient than making one-off changes.

Need more help? Contact Lead Fuel CRM support for personalized assistance.