Your AI agent needs trusted source material before it can answer specific questions about your business.
1. Open AI agents and select the agent you want to prepare.
2. In Content, choose Website to import public pages, Upload document for a text or Markdown file, or Written answer for a policy, fact, or frequently asked question.
3. Review the saved items in the Content library. Keep answers current and remove or revise outdated information.
4. Open Guidance to describe how the agent should respond and when it should hand a question to your team. Put product facts in Content; use Guidance for behavior.
5. Open Test and ask real customer questions. Check the answers before enabling AI replies.
If a reply misses a fact, add or correct the source material and test again. Test replies use AI credits.