Training your AI agent means giving it knowledge, voice, and rules.
Add knowledge sources
From AI Agents → Knowledge, add your website, help center, and any public documentation. ConnectLoop crawls and re-indexes weekly. For private docs, paste them as text or upload PDFs.
Set tone and persona
Describe your agent's voice in two or three sentences. Be specific — "warm, concise, and never makes promises about pricing" works much better than "professional."
Add guardrails
Guardrails are hard rules — for example:
- Never quote a price; always offer to connect with sales.
- If the visitor asks for legal advice, hand off to a human.
- Never share information about unreleased products.
These run as a final check before any reply is sent.