Expand Knowledge Base

Your AI Agent is only as smart as the knowledge you feed it. The more complete and well-structured your knowledge base, the better it will handle questions, close deals, and sound like a trusted expert instead of a script.

The good news? The 1-Click AI Agent Wizard has already done some of the heavy lifting for you. It crawls your website, pulls in your offers, FAQs, and service details, and gives your Agent a decent starting point of knowledge. From there, you can expand and refine it using the checklist below.

📂 Core Files to Include in Your AI Agent’s Knowledge

1. Company Overview
   About page or intro doc
   Your “What is [Company Name]?” elevator pitch
2. Products & Services
   Service brochures or one-pagers
   Pricing sheets or package details
   Features & benefits lists
3. Pricing & Eligibility
   Pricing tiers, estimates, or fee ranges
   Eligibility requirements (e.g., credit score for mortgage, qualifications for coaching, coverage limits for insurance)
4. Policies & Guarantees
   Refund / money-back guarantees
   Free trial terms
   Compliance/legal disclaimers (especially for finance, insurance, legal, healthcare)
5. Case Studies & Testimonials
   Client success stories
   ROI stats or benchmarks (like Beeline’s 737% more applications)
   Social proof quotes and ratings
6. Objection Handling Content
   “Why us vs competitors” battlecards
   Answers to common objections: too expensive, too complicated, we already use X
7. Step-by-Step Processes
   What happens after booking/applying
   Onboarding process guides
   Timelines for delivery/results
8. FAQs
   General FAQs (shipping, timelines, after-hours support, regional availability)
   Industry-specific FAQs (mortgage rates, insurance coverage, fitness coaching packages, etc.)
9. Contact & Support Info
   Human handoff details (phone, email, support hours)
   Escalation rules if the AI can’t resolve something
10. Ongoing Offers & Promotions
    Seasonal campaigns
    Limited-time discounts
    Referral or upsell programs 

Think of your knowledge base as your AI Agent’s playbook. With these 10 file types uploaded and structured, plus the solid foundation already pulled in by the 1-Click AI Agent Wizard, your Agent stops being “just a chatbot” and starts acting like your best-trained rep.

Set it up once, keep it updated, and watch your AI Agent convert conversations into revenue.