20 min · 4 steps
Train your agent on day one
The agent is only as accurate as what it knows about your store. One hour here saves hundreds of manual replies.
The resultAn agent that answers shipping, returns and sizing from your own policies — and knows when to stop.
Steps
- 1
Fill the knowledge base
Add your shipping, returns and payment policies, or let Capi read your website and suggest content for you to approve.
- 2
Write the agent's rules
What it says and doesn't: tone, off-limits topics, and when to offer an alternative product.
- 3
Try the agent
Ask it what your customers ask and fix what you don't like before a real customer sees it.
- 4
Review missing questions weekly
Questions it couldn't answer collect in knowledge suggestions. Approve an answer once and it's ready for good.
Tips
- Write the answer exactly as the customer should hear it, not as an internal note.
- Start with the ten most frequent questions, not everything at once.
- Whatever the agent can't find in the knowledge base goes to your team instead of a guess.
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