Start from existing material
Upload supported brochures and service information, or add details manually. Review the information Connectail prepares from those sources.
Prepare the answers before the customer asks
Give your AI chatbot the business information you approve.
Your services may already be described in a brochure, a price list or social posts. Connectail helps organise supported business sources into details for review. Check the extracted services, facts and FAQs before approving them, then test the questions customers actually ask.
Import options depend on supported source formats, processing limits, eligible connected accounts and provider permissions. Review what was extracted; an upload or social import is not automatic approval.
Built around the enquiry
Spend your effort reviewing the information that matters.
Review eligible social content
Supported Facebook and Instagram imports can bring accessible post material into the knowledge workflow when the accounts and permissions are eligible.
Approve and test
Check services, prices, branch applicability and uncertain facts. Approve the intended information, then test the customer answer.
Questions to prepare for
Different sources need different review checks.
The most useful source is current, readable and clear about what the business actually offers.
Our brochure lists several services.
Information to prepare: The latest supported file with clear service names, descriptions and prices where applicable.
Your team's next step: Confirm extracted details and complete any missing booking information.
Our Instagram post explains an offer.
Information to prepare: Accessible eligible post content and the correct connected business account.
Your team's next step: Check the offer's conditions, validity and whether the imported material is complete.
The price or service has changed.
Information to prepare: The current approved detail and the replacement business information.
Your team's next step: Review and approve the change, then retest the relevant customer question.
A practical start
Upload. Review. Approve. Test.
- 01
Choose a current source
Start with a readable brochure, service list or other supported material. Use manual entry when the information is not in a suitable source.
- 02
Review the prepared details
Confirm the meaning and completeness of extracted services, staff, hours and business facts before accepting the proposed information.
- 03
Test the approved answer
Ask about a service, a price, an exception and an unknown detail. Review the response and correct the source when needed.
Before you begin
Clear answers for your team.
Does 'train a chatbot' mean I train a new AI model?
Here it means preparing approved business knowledge for the assistant to use. It does not mean training a new foundation model or guaranteeing that every answer will be correct.
Can Connectail use Facebook and Instagram posts?
Supported imports can use accessible content from eligible connected accounts with the required permissions. Availability and completeness depend on the provider and source; review what was actually imported.
Will it understand every reel, image and video?
Do not assume that every media item can be read or transcribed. Check the supported source types and extracted content. Add missing information manually or through a supported readable file.
Are uploaded details immediately published?
The knowledge workflow prepares information for review. Check and approve the intended details before relying on them in customer replies; review any existing approved information when making changes.
Can a service without a price still be useful?
A service can be relevant to an enquiry even when a tailored quote is needed. Review how it is represented and complete the separate duration, availability and other required setup before offering automated booking.
Review our Privacy Policy and Terms, or contact the team about a product question.
Start with your own business information
Make the next enquiry useful.
Test a response and review the captured context before connecting live customer channels.
Start free trialSee current plans and trial terms