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Training is the most important step in making your AI agent perform effectively. Through training, you teach the agent about your business, products, services, and how to interact with your customers. The more thorough and specific your training, the more accurate and useful the agent’s responses will be.

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Why training matters

  • Business-specific knowledge — The agent learns about your company and what you offer.
  • Accurate responses — Better training leads to more reliable answers.
  • Proper context — The agent understands the scope of your business.
  • Fewer errors — Reduces the chance of incorrect or irrelevant replies.

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How to access training

1

Open AI Agents

In the left sidebar, click AI Agents.
2

Select your agent

Click on the agent you want to train.
3

Open the Training tab

Click the Training tab at the top of the page.

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Training methods

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Text training

Add instructions and information in plain text format. This is best for concise, specific guidance. When to use text training:
  • Behavioral instructions
  • Short, objective information
  • Customer service guidelines
  • Answers to frequently asked questions
How to add text training:
1

Click the Text tab

Select the Text tab in the training section.
2

Enter your content

Type the training content in the text field.
3

Save the training

Click Add Training to save.
Examples: 
Start every conversation by introducing yourself and asking how you can help the customer.

When a customer asks about pricing, let them know our plans start at $99/month.

If a customer asks to speak with a human, immediately transfer them to the support team.
Use short, objective sentences. Avoid redundancy, be specific in your instructions, and use practical examples whenever possible.

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Document training

Upload files with detailed information about your company. This is ideal for longer, structured content. When to use document training:
  • Product manuals
  • Company policies
  • Catalogs
  • Technical documentation
  • Extensive FAQs
Accepted formats:
  • PDF (.pdf)
  • Word (.doc, .docx)
  • Plain text (.txt)
  • Markdown (.md)
  • Spreadsheets (.xlsx, .csv)
How to add document training:
1

Click the Document tab

Select the Document tab in the training section.
2

Select a file

Click Select Document and choose the file from your computer.
3

Wait for processing

The document will be processed automatically. Processing time depends on file size.
Document processing may take a few minutes for larger files. You will receive a notification when the training is complete.

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Web training

Add URLs from your website so the agent can learn from your published content. When to use web training:
  • Product pages
  • Blog posts
  • About pages
  • Help centers
  • Landing pages
How to add web training:
1

Click the Web tab

Select the Web tab in the training section.
2

Paste the URL

Enter the page URL in the field provided.
3

Add the training

Click Add Training to save.
Make sure the pages you link to are publicly accessible. Pages protected by a login cannot be processed.

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Managing your training entries

View training entries: All added training items appear in organized lists by type. Each entry shows its current status: Processing, Trained, or Failed. Delete a training entry:
  1. Find the entry in the list.
  2. Click the trash icon.
  3. Confirm the deletion.
Deleting a training entry is permanent and may affect the agent’s knowledge base. Make sure you want to remove it before confirming.

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Best practices

  1. Start with the basics — Add core company information, main products and services, and contact details or business hours.
  2. Be specific — Use concrete examples, detailed descriptions, and avoid ambiguity.
  3. Keep it up to date — Add new products and services as they launch, update pricing and promotions, and remove outdated information.
  4. Test after each addition — Run the agent test after adding new training to verify the responses are correct.
  5. Organize by topic — Use documents for long-form content and text entries for quick instructions.

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Important notes

  • The agent learns from all training entries you provide.
  • More recently added training takes priority over older entries.
  • Document and link processing can take a few minutes.
  • There is no limit to how many training entries you can add.
  • It is recommended to test the agent after each new training addition.