When you first open your SalesOptAI account, your AI Assistant is pretty much a blank slate. It doesn’t know everything about your business yet, or how to help your customers. Just like a new employee, it needs training, guidance, and the right tools.

To train your Assistant effectively, we will focus on three areas:

• Instructions – Define its role, tone, and behavior.
• Knowledge Base – Give it the info it needs to answer questions.
• Tools – Let it take real actions like booking or messaging.

Instructions shape how your Assistant talks and acts. Think of them as a job description plus a personality guide. You decide if it’s a friendly sales rep, a professional support agent, or something else. These behind-the-scenes rules guide every response your Assistant gives.

Right now, your Assistant likely has limited info—maybe a few basics from your website. It won’t truly understand your business until it has all of the information loaded into its knowledge base.

At this point, your Assistant can have conversations, but it can’t take action. It won’t be able to book appointments, send follow-ups, or update records until you connect tools later.

Eventually, your AI Assistant will talk across SMS, chat, and voice, recall everything it’s been taught, and complete real tasks.