Your AI Agent should understand more than your company name.

It should know what your business does, what you provide, where you operate and how customers should be guided when they need help.

You do not need a long corporate profile. Focus on information that affects real customer conversations.

1.1 Company Profile Start with:

Keep the description simple and practical.

1.2 What Your Business Provides Clearly explain what your company does and does not provide.

Depending on your business, this may include:

This helps prevent the AI Agent from assuming that a service is available when it is not.

2.1 Sales and General Enquiries Provide the correct contact details for customers who need sales assistance or further information.

This may include:

2.2 Support Contacts If different teams handle different types of enquiries, provide the relevant contacts.

Examples include:

Your SOP can then tell the Agent when to direct customers to each team.

If your business depends on geography, make your coverage clear.

This may include:

This helps the Agent answer questions about delivery, availability and service areas more accurately.

Your company may use specific abbreviations, product names or internal terms.

If customers may encounter these terms, explain them clearly in your knowledge.

Do not assume the AI Agent automatically understands internal company language.

The purpose is not to teach your AI Agent your entire company history.

It mainly needs enough context to answer questions such as:

Start with information that affects customer conversations.

You can always add more company knowledge later as your AI Agent begins handling more enquiries.