How to Teach Your AI Receptionist About Your Business (Knowledge Base)

14 October 2026 · SmartAlex on YouTube

Jake opens the knowledge base in his agent settings. He adds a sportswear shop's website as a link, then writes a returns and refunds document from the shop's own policy page. Once it shows as ready, the agent answers from it on calls. Uploaded files work the same way.

What your agent can do

Transcript

What the knowledge base does

What's up guys? Welcome to another episode of exploring SmartAlex. Today I want to show you guys one of my favorite What you can actually do here is build your product knowledge for your AI agent. Which is what's insane.

Finding it in your agent settings

So, all you have to do and it's really Just go to the dashboard, which is where I'm right now. And here you'll see agent settings. You can go to this knowledge base here. What's really lovely about this is that it gives you space to upload all these documents.

So, you can add a website. You can write documents. It shows you in the central landing point.

Adding a website link

And then if you want to be a bit more specific, you can go to document links, documents and actually add documents And then add your links. Which I really dig. So, use Gymshark as an example. Massive Shopify account.

That's also obviously just like really visually appealing. So, you can go here and say you just want to say you're running a campaign for Gymshark. You would just go like that, copy it, and then in the link section, just add say landing page, and add the link. Simple as that.

And you add that link, and that constitutes now information that your assistant can send out.

Writing a returns and refunds document

And it also draws on this information when on You can add as many links as you possibly can. What's really great is say like you want to run a a refunds policy, for example. You can add those documents by clicking upload documents. You can even write a personal document.

Say you want returns and refunds, which is often the case with these kind of e-commerce companies. Then you could go, just click on a Everything essentially has a refunds and returns policy. Where is it here?

Saving it so the agent can use it

I guess rewards and benefits is also that delivery and returns, return And for example, you would just take add it in. Simple as that, and then you'd save the And that would be a saved document for it to draw from and for it to also send to clients when asked. Really simple. Syncs up to your email, build your knowledge base, make it You can make it literally pretty much unstoppable in terms of what it understands about your company.

Build your agent, build your knowledge SmartAlex, super easy.

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