Uploading info about the client's business

Every disappointing AI bot has the same root cause: nobody told it anything. The Knowledge Base is where the client’s business lives inside Chatfuel — and filling it well is the highest-leverage hour of the whole setup. A bot with a rich Knowledge Base quotes real prices, answers real objections, and sounds like the client’s best salesperson. A bot with an empty one says “I’m not sure” until the lead leaves.

For an agency this is a two-step job: collect the information from the client during onboarding, then load it into the client’s company in Chatfuel.

What the Knowledge Base holds

• About the company — name, business hours, address, phone, email, website, payment options, and a short description. The identity facts the bot states with confidence.
• Catalog — the services or products, each with a name, description, and price. Keep it focused: under ~50 items, only what the client actually wants leads to ask about. The bot should never invent a price — if it’s not in the Catalog, it’s not quotable.
• FAQ — question–answer pairs for what leads actually ask: deposits, cancellations, delivery, parking, “do you work weekends”. Short answers, 1–3 lines each, phrased the way customers phrase them.
• Behavior instructions — how the bot should talk and act: its role, tone, and any rules of the house (“always offer a free consultation before quoting renovation work”).

Each piece has its place. Prices belong in the Catalog, not in the instructions; policies belong in the FAQ. Duplicating content across sections makes the bot inconsistent — one fact, one home.

Step 1 — collect it from the client

Send the client a short questionnaire as part of onboarding, alongside the access checklist. What you need:

• Company basics: name, hours, address, phone, email, website, payment methods.
• Their top 5–15 services or products with current prices.
• The 10–25 questions their staff answers every single day — ask the person who runs their WhatsApp today; they know.
• House rules: what the bot should always offer, never promise, and when a human must take over.
• Tone: how they talk to customers — formal, friendly, emoji or no emoji.

The client answering in a voice memo is fine — you don’t need a polished document, you need the facts.

Step 2 — load it into Chatfuel

Open the client’s company and hand the AI Co-Worker what you collected — by text, by forwarding a voice note, or by attaching files and images: a price list PDF, a brochure, a menu photo, a screenshot of the client’s old FAQ page. The Co-Worker extracts the information and generates the Knowledge Base from it, filing everything into the right sections and confirming what it saved:

• “Add my business hours, address, and top 10 FAQs to the knowledge base.”
• “Add a new service to the catalog: gel manicure, $35, 45 minutes.”
• “Update the business hours in the knowledge base.”

Prefer to see the data? The Knowledge Base section in the left sidebar shows every section as editable fields — changes take effect in new conversations immediately. And if you start with the “Set up WhatsApp” onboarding, its first step is exactly this: the Co-Worker shows what it already knows about the business and asks you to fill the gaps.

Test it like a lead would

Before the client ever sees the bot, interrogate it in the preview pane: ask for prices, opening hours, the tricky FAQ cases. Wherever it stumbles or improvises, the Knowledge Base has a gap — add the missing fact and ask again.

Where to next