- Open the call or conversation and read what it said.
- Go to Settings, AI knowledge. Update your services, prices, service area or common questions. Be specific, like "We don't do septic work" or "Service call is $89, waived if we do the job".
- Use Special instructions for rules, like "Burst pipes are emergencies, transfer them".
- If the AI said something about a specific customer, open their contact and add a note. The AI reads it next time.
- To take over a conversation yourself, open it and switch AI replies off.
If the AI keeps getting the same thing wrong after you've updated it, open a ticket with the call or conversation.