Teach your agent
Give your agent your answers: pull them from your website, then edit and add your own.
Steps
- Open Your agent, then Answers.
- Paste your website address and click Pull from my website. It reads your hours, policies and prices, and adds what it finds.
- Check what it added. Right after the pull, Undo this import removes everything it added.
- To change an answer, search for it, click Edit, change it and click Save.
- To add one, click Add answer, type the question and your answer, and click Add question.
- Under Add answer, you can also add a fact your agent must never contradict, or a phrase it must never say. Click Add.
- Try it on Test your agent. Changes apply to replies right away.
Good to know
- Your agent answers from what you give it. If something isn't on file, it doesn't guess; it passes the question to you.
- There's no document upload for answers. A menu or price list can be uploaded as a PDF or photos under Add your whole menu, on the Menu, Products, Services or Items tab of Your agent. A business connected to Shopify has no upload: its products come from Shopify.
- DM DESK never reads Toast or DoorDash pages. On Toast, upload your menu instead.
Transcript
Teach your agent
Narrated by an AI voice.
[Title card: Teach your agent.]
Your agent answers from what you teach it. Open Your agent.
Then Answers. Start with your website.
Type your website address.
Pull from my website reads your hours, policies and prices, and adds what it finds.
Reading your site can take a minute. Stay on this page until it's done.
It says what it added. Undo this import removes everything it added.
Check your answers. Search to find one.
Click Edit to change it.
Write it the way you'd say it.
Then Save. Changes apply to replies right away.
Add answer covers what your website doesn't.
Type a question customers ask.
Then your answer.
Click Add question.
A fact is something your agent must never contradict.
Like when your patio closes.
Click Add.
A banned phrase is one your agent is told not to use.
Type it in.
And Add. Your agent follows it right away.
There's no document upload for answers. Your menu can be uploaded as a PDF or photos, on Menu and ordering.
[End card: Next: Voice and handoffs. dm-desk.com/help]