Teaching your agent

Give your agent a name, a voice and your business's knowledge, and know what it will and won't do.

Updated

  1. Where your agent's settings live

    Settings has three tabs: Profile for your business, Agent for your AI agent, and Team & access.

  2. Naming your agent and choosing its tone

    Pick a name customers will see and one of four tones.

  3. Writing your business description

    The one field that most changes how well your agent answers.

  4. Business hours, and what your agent says when you're closed

    Set your weekly hours; your agent knows at every message whether you're open right now.

  5. Adding FAQs

    Give your agent ready answers to the questions customers ask most.

  6. What your agent asks: lead details, order questions and booking questions

    Each kind of record has its own questions, set on its own page.

  7. Setting your default currency

    The currency your prices are in, applied to every new product and order.

  8. The AI agent reactivation phrase

    The exact text a teammate sends in a chat to turn your agent back on after a takeover.

  9. Teaching your agent from a website or a PDF

    Add up to 5 web pages and text PDFs for your agent to learn from, then save.

  10. Why a scanned PDF is rejected, and how to fix it

    Your agent can only learn from PDFs with selectable text; here's how to make one.

  11. Product lists belong in your catalog

    Why prices, stock and menus go in your catalog, not in Agent settings.

  12. How your agent updates after you save

    Saving the Agent tab rebuilds your agent in the background, in up to 10 minutes.

  13. What your agent will and won't do

    The rules every Syniria agent follows, whatever you set up.

  14. Image understanding: photos customers send

    Your agent looks at the photos customers send on WhatsApp, Instagram and Messenger, and answers in text.

  15. What your agent can open: photos, voice notes, videos and files

    Which kinds of attachments your agent understands, and which are only saved to the Inbox.

  16. Agent settings troubleshooting

    What to do about upload errors, rebuilds that don't finish, and answers that seem wrong.

Questions

How many knowledge sources can I add?

5 in total, websites and PDFs together, up to 30 MB across all PDFs, and no single file over 20 MB.

What files can I upload?

PDFs with real, selectable text. Spreadsheets and product files go in your catalog instead.

Will my agent read my whole website?

No. It reads each page whose address you add, up to your source limit.

Does changing a product price need a save here?

No. Your catalog is read live, so price and stock changes take effect at once.

How do I enter hours past midnight?

Make the closing time earlier than the opening time, for example 18:00 to 02:00. The preview shows "(next day)".

What does my agent say if I leave business hours blank?

That it doesn't know whether you're open. It won't say you're closed, and it won't guess.

Will my agent know about a public holiday?

Not automatically: there's no holiday calendar yet. Untick the day before the holiday, or handle those chats from the Inbox.

Can I see what my agent has learned?

Not directly. The Agent tab shows when your agent was last updated. Test it by messaging your own business, or with the website chat preview.