Operator AI | Docs
  • πŸ‘‹Welcome to Operator AI
  • Getting Started
    • πŸš€Quickstart Guide
    • πŸ”ŒConnect Your Channels
    • 🎯Go Live With Operator
    • πŸ“ˆPost-Launch Best Practices
  • Core Features
    • πŸ”„Flows Overview
    • 🧠Building Your Knowledge Base
    • βš™οΈAutomations Overview
    • πŸ•’Hours & Offline Mode
    • πŸ’¬Fallbacks & Default Replies
    • πŸ“₯Unified Inbox & Agent Handoff
  • Conversation Management
    • πŸ‘₯Users and Roles
    • 🏒Departments
    • 🏷️Tags & Organization
    • πŸ“Internal Notes
    • πŸ€–Smart Replies
  • πŸ’¬Saved Replies
  • Integrations
    • πŸ”—Zapier Integration
    • πŸ’¬Slack Integration
    • πŸ“§Email Marketing
    • πŸ“±WhatsApp Business API Setup
    • πŸ”ŒWebhooks and API
  • Best Practices
    • πŸ›€οΈDesigning Effective Flows
    • 🌱Using Automations for Growth
    • πŸ“ŠMonitoring Metrics and Optimization
    • πŸ—£οΈConversation Design Tips
  • Troubleshooting
    • πŸ› οΈCommon Connection Issues
    • πŸ”Conversation Handling Errors
    • πŸ”„Flow Troubleshooting
    • πŸ’¬Fallback Handling Problems
  • πŸ”§API & Webhook Issues
  • FAQ
    • ❓General Operator AI Questions
  • πŸ“‘Channel-specific Limitations
  • πŸ’³Billing and Pricing
  • πŸ”“Data Privacy and Security
  • API Reference
    • πŸ›‘οΈAuthentication
  • πŸ“šAvailable Endpoints
  • πŸ”—Webhooks Overview
  • 🧩Example API Requests
  • 🚫Error Codes and Handling
  • Affiliate Program
    • πŸ“’ Operator AI Affiliate Program
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On this page
  • 🧠 What is the Knowledge Base?
  • πŸ› οΈ How to Build Your Knowledge Base
  • πŸ“‹ Best Practices for Training
  • πŸ”₯ Example Content to Add
  • πŸ›Ÿ Need Help?
  • 🎯 Next Step
  1. Core Features

Building Your Knowledge Base

Operator AI’s Knowledge Base powers instant, accurate responses by teaching the AI how to answer your customers' most common questions.


🧠 What is the Knowledge Base?

The Knowledge Base is where you store everything Operator AI needs to know:

  • Question & Answer (Q&A) Pairs: Teach Operator to recognize questions and provide correct responses.

  • Website Content Training: Load pages from your site to expand Operator’s knowledge instantly.

  • Document Uploads: Upload PDFs, Word files, or text documents for deep knowledge ingestion.

βœ… A strong Knowledge Base makes Operator smarter, faster, and more helpful from day one.


πŸ› οΈ How to Build Your Knowledge Base

Method
How It Works

Manually Add Q&A Pairs

Create custom questions and answers directly inside the Operator AI dashboard.

Train from Website URLs

Enter a URL; Operator AI reads and learns from your public pages.

Upload Documents

Upload knowledge sources like product guides, FAQs, service manuals, etc.

βœ… You can combine all three methods to create a comprehensive knowledge model.


πŸ“‹ Best Practices for Training

Tip
Why It Matters

Use simple, clear language

Helps Operator recognize variations in user questions.

Add multiple phrasing variations

Cover different ways customers may ask the same thing.

Prioritize your top 20 FAQs first

Cover high-traffic questions immediately.

Review and update monthly

Keep answers fresh and accurate over time.

Break long answers into steps

Makes complex topics easier to understand for users.

βœ… Training is an ongoing process that compounds over time.


πŸ”₯ Example Content to Add

Type
Example

Product FAQs

"What is included in your subscription plans?"

Troubleshooting Guides

"How do I reset my password?"

Pricing and Billing Info

"When will I be charged?"

Company Policies

"Do you offer refunds?"

How-to Instructions

"How do I integrate with Zapier?"

βœ… Cover your most frequent topics first for maximum impact.


πŸ›Ÿ Need Help?

  • Use Operator AI's in-dashboard training tools.

  • Contact support@heyoperator.ai for Knowledge Base advice.

  • Book a Knowledge Base Audit with your Success Manager for optimization tips.

βœ… We're here to help you build a knowledge-driven experience.


🎯 Next Step

πŸ‘‰ Continue to Automations Overview β†’

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Last updated 2 months ago

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