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Knowledge Bank- Training Settings

Updated

Configure how the AI learns from your content to deliver more relevant and accurate responses. Use these settings to guide the AI’s training process and optimize its understanding of your business context.

Custom Instructions

When to Use

Use Custom Instructions to tell the AI how to interpret and prioritize your content. This helps the AI apply your unique business rules, terminology, and context in its responses.

Examples

  • Multiple Product Lines:
    "Pages under /crm/ are for CRM product, pages under /accounting/ are for accounting product"

  • Rebranding Guidance:
    "When you see 'Macintosh' in the content, refer to it as 'Mac' in responses"

  • Contextual Details:
    "Always mention our 24/7 support when discussing pricing"

  • Versioning Prioritization:
    "Prioritize information from pages marked 'v2.0' over older versions"

How to Configure

  1. In the Custom Instructions text box, describe how the AI should understand your content.

  2. Be as specific as possible—include terminology, product rules, context, and version preferences.

  3. Click Save to apply your changes.

📝 Tip: Use plain language and logical rules. Think of this like giving directions to a new team member.

Exclude Training Resources

When to Use

Exclude content that shouldn’t shape how the AI responds, such as:

  • Test or staging pages

  • Marketing blogs not meant for product education

  • Internal documentation

  • Outdated or deprecated resources

Examples of URLs to Exclude

  • https://www.yoursite.com/test/* — Testing pages

  • https://www.yoursite.com/blog/* — Blog content for SEO

  • https://www.yoursite.com/landing/* — Marketing landing pages

  • https://www.yoursite.com/internal/* — Internal use only

  • https://www.yoursite.com/old-product-page — Specific outdated pages

How to Add Exclusions

  1. Click Add Excluded Resource.

  2. Enter the URL or wildcard pattern (e.g., /blog/*).

  3. Click Save.

⚠️ Note: Use wildcards * to apply exclusions across entire sections.

Benefits of Training Settings

  • Reduce Confusion: Clarify similar or overlapping topics (e.g., multiple products).

  • Enhance Relevance: Focus AI training on meaningful, customer-facing content.

  • Increase Accuracy: Minimize distractions from outdated, irrelevant, or promotional material.

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