How do I train an AI agent on my business?
Short answer
Give the agent your real answers: services, service area, pricing ranges, hours, and the twenty questions customers ask every week. Define what it must never do, test it with your own hardest questions, and review transcripts weekly until the answers sound like you.
Before you start
- Your services and service area written down.
- Pricing ranges you are happy to state.
- Hours, policies, and payment terms.
- The twenty questions you answer weekly.
Step by step
- 1
Write the source of truth first
One document with services, areas, hours, price ranges, and policies. No guesses.
An agent can only be as accurate as what you gave it.
- 2
Load your real questions
Pull the twenty things customers actually ask and write the answer you would give.
Real questions produce useful answers; invented ones produce filler.
- 3
Set hard limits
State plainly what it must never do: no firm quotes, no discounts, no promises about arrival times.
Limits are what make an agent safe to leave running overnight.
- 4
Define the escalation path
When it is unsure, when the caller is upset, or when the request is out of scope, hand to a person.
Knowing when to stop is the most valuable behavior it can learn.
- 5
Test with your hardest questions
Ask the awkward pricing question, the complaint, and the out-of-area request before going live.
You want to find the bad answers, not have a customer find them.
- 6
Review transcripts weekly
Read the conversations, fix the wrong answers, and add the questions you did not anticipate.
The first month of review is what turns a decent agent into a good one.
What good looks like
- Answers match what your office would say.
- The agent knows what it is not allowed to do.
- Hard cases reach a person quickly.
- Accuracy improves every week.
Common mistakes
The ways this goes wrong in automation, and what to do instead.
Going live without limits›
The agent invents a price or promises a same-day visit you cannot make.
Do this instead: Write explicit prohibitions and test them before launch.
Generic training content›
Vague industry text produces vague answers that help nobody.
Do this instead: Train on your specific services, areas, prices, and real customer questions.
Never reading transcripts›
Small inaccuracies repeat for months without anyone noticing.
Do this instead: Schedule a weekly transcript review and update the knowledge each time.
Frequently asked
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