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Training Your AI Rep

Adding Product Knowledge & Sales Guidance

🧭 Overview

Once your AI rep has a name and voice, the next step is training it to talk like an expert on your business. This means giving it the right information to answer questions, explain your value, and qualify leads — just like a top-performing human rep.

✅ What You’ll Need

  • A list of FAQs from customers and prospects

  • Your key product or service descriptions

  • Any sales scripts, brochures, or onboarding documents

  • Pricing models, offers, or packages you sell

📚 Step 1: Upload Your Core Product Knowledge

Add documents or links that explain what you do. Think about:

  • What problems do you solve?

  • Who do you serve?

  • What are the main features, benefits, or packages?

You can upload:

  • Sales decks

  • Webpages

  • PDFs or Notion pages

  • Internal cheat sheets

💡 Tip: Keep each doc focused — e.g., "Pricing Overview", "Product Benefits", "FAQs", rather than mixing everything into one long doc.

💬 Step 2: Add Key Sales Messages & Phrases

If you have a way you like things to be phrased, add that in too. For example:

  • How do you describe your value in one sentence?

  • What’s the typical intro pitch?

  • Are there phrases you always (or never) use?

This helps the AI sell your way, not just generically.

🧠 Good example:
“We help busy small business owners turn their inbound leads into qualified sales calls — without hiring more people.”

🛑 Step 3: Flag Sensitive or Off-Limits Topics

Add any rules like:

  • “Never promise guaranteed results”

  • “Avoid discussing pricing unless asked”

  • “If someone asks about integrations, hand over to the team”

This sets the boundaries and keeps your AI rep in line with your policies.

🎯 Step 4: Set Goals for Your AI Rep

Define what good looks like. What are the outcomes you want?

  • Book more sales calls

  • Qualify leads and route them correctly

  • Educate users on product benefits

  • Capture key data (budget, timeframe, need, etc.)

This helps the system prioritise and optimise for what matters most.

🧪 Step 5: Test & Refine

After training, run a few test conversations. See how the rep:

  • Handles typical objections

  • Explains what you do

  • Collects lead information

If anything feels off, you can adjust the training data or guidance. Your AI rep is always learning — but your edits help it stay sharp.

📝 Example Input Setup

Docs Added:

  • "Acme Product Overview"

  • "Pricing Breakdown Q2"

  • "Top 10 Sales FAQs"

Sales Messaging:
“We help founders automate 80% of their sales conversations.”

Guardrails:

  • Don’t talk about our competitors

  • Redirect questions about fulfilment timelines to human reps

Goal: Book qualified sales calls with leads who fit our target customer profile

🔁 Can I Update This Later?

Yes — you can update, expand, or remove training materials any time. You can also add “just-in-time” info if you launch a new offer or product.

🚀 Next Step

Ready to control how your AI rep behaves in more detail? Learn how to set rules, controls, and fallback logic in the next article:
[Setting Controls: Guardrails, Boundaries & Human Handover →]