If you use your CRM’s AI agent to answer questions or handle customer conversations, it can now pull the right information from your knowledge base while the conversation is happening. That means more accurate answers about your services, pricing, booking rules, FAQs, and availability—without stuffing everything into one long prompt.

📌 Why This Matters

Small business owners need answers to be correct, fast, and consistent. When your AI agent can search your knowledge base in real time, it uses the information that matters most in the moment instead of relying on a large block of static instructions. This helps keep responses more relevant, makes updates easier, and keeps your business details organized in one place.

✨ What’s New

• Knowledge base search inside the AI agent: Your AI agent can look through your stored business information during a conversation to find details like services, pricing, FAQs, booking policies, and availability.
• More relevant responses: Instead of loading every detail upfront, the agent only pulls in the information it needs for the current question.
• Easier business updates: You can maintain your business information in the knowledge base, and the AI agent can reference it when needed.
• Better accuracy: Pulling from your actual business records helps the agent give grounded answers based on the information you’ve already added.

🛠️ How to Use It

1. Step 1: Open your AI agent settings in the CRM and choose Knowledge Base Search as one of its tools.
2. Step 2: Select which knowledge base sources the agent should use for answers.
3. Step 3: Decide whether to enter a fixed search query or allow the AI agent to choose the search based on the customer conversation.
4. Step 4: Set how many content sections the agent should pull from the knowledge base when responding.

💡 Pro Tip

Keep your pricing, service details, and booking policies updated in your knowledge base so your AI agent can answer confidently and help turn more inquiries into paying customers.