Train your AI agent's answers
On the Inbox + AI Agent plan, the agent answers from the instructions and knowledge you give it. Customers see a change only once you publish it.
Change its instructions
- Open Inbox, then AI Agents, and press your agent's Edit.
- Open How it talks and type in the Instructions box.
- Press Save draft to keep working, or Publish changes to put it live straight away.
Instructions stop at 40,000 characters.
Give it something to read
- Press Add knowledge source.
- Type a Name, then pick a Type: Upload file, Add website or WhatsApp chats.
- Press Done. For chats, press Start reading.
Files can be PDF or text, up to 5 at a time, and a scanned PDF is refused. A website gives up to 8 pages, and a page that needs JavaScript can't be read. To give it text you've typed, save it as a .txt file and upload that.
The agent reads up to 24,000 characters of knowledge before each reply. Anything past that is cut.
Correct a reply
- Press Teach it beside the reply.
- Write what it should do under What should it do instead?
- Press Teach it.
An agent holds up to 30 lessons, and Forget removes one.
Note that the agent doesn't quote prices unless it's set to quote your own. To turn that on, ask us in your WhatsApp group.
Still stuck? Message us in your WhatsApp group, Monday to Friday, 9am to 6pm. How support works
Last checked 4 November 2026.