The Knowledge page holds the answers AI Phone gives callers, like your hours, parking, or gift cards. In your Owner Dashboard, go to Phone › Knowledge.
Requirements
Requires AI Phone turned on. See Set up and manage AI Phone.
The Manage marketing permission for all locations. See How staff and permissions work in Owner.
Answer starter questions
After AI Phone is turned on, the Phone page asks starter questions about your restaurant. Answer what you can and skip the rest.
Check the answer shown, or type one if it's blank. To change an answer, click Edit.
Click Save, or click Skip to move on.
When you see You’re all set!, click Continue.
Upload files
Before you click Continue, you can upload a menu, allergen guide, FAQ doc, or a photo of a sign. AI Phone turns them into answers for you to check.
Click Add files.
Choose up to 10 images, PDFs, or text files.
Click Upload and analyze.
The new answers show up for you to check before AI Phone uses them. You can only upload files during these starter questions.
✅ Tip: Already have an FAQ doc or menu? Upload it first to save typing answers one by one.
Review suggested answers
AI Phone learns from your calls. When your staff give the same answer on more than one call, or a caller asks something AI Phone can't answer, it shows up under Needs review.
⚠️ Suggestions about allergens or dietary needs are marked Allergen or Dietary. Check them closely before you accept them.
Go to Phone › Knowledge.
Find a suggestion under Needs review.
To use a suggested answer, click Accept. To change it or skip it, click Edit, then click Accept or Ignore.
If a question has no answer yet, click Add answer and type one, or click Ignore.
Accepted answers are used starting on the next call. Some suggestions remove an old answer. Click Apply removal to remove it, or Ignore to keep it.
Turn on automated review
Automated review adds answers your staff gave on several calls, so you don't have to accept each one. Allergens, dietary claims, prices, and changes always wait for you. It's off until you turn it on.
Go to Phone › Knowledge.
Turn on Enable automated review.
Add or change your own answers
Add answers to anything guests often ask, like whether you sell gift cards.
Go to Phone › Knowledge.
Click Add.
Type the Question and the Answer. Write the answer the way you'd say it to a caller.
Click Add answer.
To change an answer, click it, make your changes, and click Save. To remove it, click Delete.
ℹ️ Note: Have more than one location? Use Locations to choose where each answer applies.
FAQ
How soon does AI Phone use a new answer?
How soon does AI Phone use a new answer?
Right away. AI Phone uses it starting on the next call.
What if AI Phone gave a guest the wrong answer?
What if AI Phone gave a guest the wrong answer?
Go to Phone › Calls, open the call, and choose Needs improvement. Then fix or add the answer in Phone › Knowledge.