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How do I add or update information for my AI Receptionist knowledge base?

If your AI receptionist is providing incorrect information, such as wrong pricing, services, or service areas, you can fix this by updating your Knowledge Base (FAQ).

Keeping your information accurate and up to date ensures that the receptionist gives your customers correct and reliable answers.

When to update your knowledge base

You should review or update your information if:

  • The AI is stating incorrect fees or pricing

  • The AI says you don’t service an area that you do

  • You’ve added new services (e.g., plumbing, HVAC)

  • Business policies or offerings have changed

  • The AI gives incomplete or outdated answers

How to add or update information you want your AI Receptionist to know

Step 1: Open the Joist app

Step 2: Select the AI Receptionist. You will find the AI Receptionist tab on:

  • Web: the left-side menu bar, then click AI Receptionist, and click Go To Your Assistant

  • iOS: click More in the bottom right corner of your page, and then click AI Receptionist from the list

  • Android: click Manage in the bottom right corner of your page, and then click AI Receptionist from the list

Step 3: From the main screen, click Visit this Page on the Make Changes tab

Step 4: Select Test AI Receptionist

Step 5: Use the navigation at the bottom of the page and click Next (three times) until you get to the call flow prompt page titled “Here’s the information AI Receptionist will collect from customer calls”

Step 6: Expand a category (e.g., General FAQs)

Step 7: Find and select the FAQ you want to update

Step 8: Edit the question or answer with the correct information

Step 9: To add new information, click Add another customer question

Step 10: Save your changes

Examples of updates

Incorrect pricing

  • Add or correct pricing details with accurate, up-to-date information

New services offered

  • Add FAQs for new services (e.g., plumbing, HVAC)

  • Include descriptions and any relevant details

Avoiding conflicting information in your setup

If your receptionist continues to say outdated or incorrect information after you’ve already updated it, there may be conflicting or duplicate content in your setup.

This usually happens when similar information is added in multiple places, such as across different FAQ sections or within both your Knowledge Base and call flow prompts. When this occurs, the AI may reference the wrong version or combine information, leading to inconsistent responses. Examples:

  • Pricing was updated in one FAQ, but an older version still exists in another section (e.g., General FAQ vs. service-specific FAQs)

  • The AI says you don’t service a location because a limited service area list exists in one section, even though you’ve updated it elsewhere

  • You only want to collect the customer’s address, but another section includes rules that restrict service areas

To prevent this, ensure information is consistent across all sections and remove any duplicate or outdated entries. Keeping your setup clean and aligned helps the AI provide accurate and reliable responses.

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