Before you begin
- You’ll need Admin or Manager access to the workspace you’re training.
- Gather the source material you want the AI to learn from — service menus, price lists, policy documents, treatment descriptions, aftercare instructions, and anything you’d hand a new staff member.
- Supported file types: PDF, Word (.docx), plain text (.txt), and Markdown (.md).
Cura grounds every AI answer in three kinds of knowledge — your Knowledge Base (documents, covered here), your FAQs (specific question-and-answer pairs), and your Services (treatments and prices). Together they give the AI a complete picture of your business.
1
Open the Knowledge Base
- Open the workspace you want to train and go to its Knowledge Base.
- Knowledge is per workspace, so a multi-location business trains each one separately. Files you upload here are available throughout that workspace.
2
Upload your documents
- Click Upload and select one or more files (PDF, Word, text, or Markdown).
- Wait for processing. Cura reads each file, breaks it into searchable pieces, and indexes it so the AI can find the right passage at the right moment. You’ll see the status update when a file is ready.
- Upload focused documents. One clear document per topic (e.g. “Cancellation policy”, “PRP treatment guide”) works better than a single giant file.
Your documents are now part of the AI’s knowledge and will be used in replies automatically.
3
Add FAQs and Services for precision
Documents are great for background. For the questions customers ask most, add structured knowledge:
- FAQs: capture a question and the exact answer you want customers to receive. Ideal for hours, parking, deposit policy, “do you offer X?”, and similar.
- Services: add each treatment with its description and price (and a promo price if relevant), so the AI quotes accurately and books the right service.
4
Keep it current
Your Knowledge Base is living, not one-and-done.
- Update prices and policies in Services and FAQs whenever they change.
- Replace outdated documents rather than leaving stale ones in place — old info can produce confident-but-wrong answers.
- Add new material as you notice gaps in the AI’s answers.
Your AI stays accurate as your business evolves.
How to know it’s working
- Send a test message asking a question only your documents could answer (e.g. “What’s your cancellation policy?”) to a connected channel, and confirm the AI answers from your content.
- If an answer is wrong or vague, find the gap: is the fact missing, out of date, or buried in a too-large document? Fix the source and test again.
Troubleshooting
- A file won’t upload. Check it’s a supported type (PDF, .docx, .txt, .md) and isn’t password-protected or a scanned image with no real text.
- The AI ignores a document. Confirm the file finished processing (it shows as ready) and that you uploaded it to the same workspace the conversation belongs to.
