🔍 Overview
The Company Information step provides the AI Agent with the information it needs to represent your business accurately during calls. This includes the following:
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Company details
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Business context
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Contact information
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Knowledge base documents
Providing accurate and complete information helps the AI Agent answer customer questions more effectively and share the correct contact details when needed.
Section 1: 🏢 Company Details
These fields provide the AI Agent with basic information about your business.
| Field | Required | Description | Tips |
|
Company Name |
✅ Yes | The name of your company (e.g., "Maqsam") |
💡 This name may be communicated during calls, so make sure to write it correctly. 💡 To improve pronunciation, and the company name to the pronunciation dictionary and adjust it if needed. |
|
Company Website |
Optional | Your company's website URL (e.g., "www.maqsam.com") |
💡 Enter the website without (https://) |
|
Business Context |
✅ Yes | A description of your products, services, and what customers should know about your business. This is the agent's "knowledge" about your business. |
💡 Write the Business Context in plain, conversational language. 💡 The more detail you provide, the more accurately the AI Agent can answer customer questions. |
Section 2: 📞 Contact Details (Optional)
Contact details can be shared by the AI Agent when needed, particularly when the Escalate by Sharing Contact Methods action is configured.
| Field | Example |
| WhatsApp Number | +971 50 123 4567 |
| Contact Email | support@example.com |
| Phone Number | +971 4 123 4567 |
Section 3: 📚 Knowledge Base (Optional)
Knowledge Base documents provide the AI Agent with additional information to help answer customer questions more accurately.
| Action | Description | Tips |
| + Add Knowledge Base |
Link existing Knowledge Base documents to the AI Agent. Click this button to browse and select documents from your Knowledge Base library. |
💡 Linking a Knowledge Base gives the AI Agent access to FAQs, product documentation, policies, and other reference materials. 💡 Make sure your documents are clear and well-organized. 💡 Supported file formats: PDF, DOCX, TXT, MD, PPTX, CSV, JSON, and XLSX. |
How to Add a Knowledge Base Document
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Click + Add Knowledge Base.
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A window will open showing all previously uploaded Knowledge Base documents.
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Select an existing document by checking its box, or upload a new document.
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Once the document is ready, check the box next to the document and click OK to link it to the AI Agent.
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If the document status changes to Failed, upload the file again.
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Once all required fields are complete, click "Next" to proceed.