Knowledge sources
Index sites, PDFs, Notion, and Google Docs - the agent answers from company policy only, with source grounding so pricing and compliance stay aligned with marketing. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
- ✓Product FAQ
- ✓Pricing and packages
- ✓Compliance procedures
Channel consistency
Same content on hotline, widget, and outbound FAQ - fewer conflicting promises. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Updates without redeploy
Document change → re-index → new answers in hours, not weeks. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Knowledge guardrails
Agent refuses off-topic questions and escalates when uncertain. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Content update workflow
Marketing uploads a PDF or help-center page → re-index in dashboard → new answers on calls the same day. No dev ticket cycle for every pricing tweak. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
- ✓Scheduled re-index
- ✓Source citation in transcripts
- ✓Escalation when answer not in KB
Sales, RevOps, and deployment collaboration
Coldbot features are built for joint work - reps, CSM, and RevOps share one dashboard. Every Friday: connect rate, top objections, meeting conversion. One script change per week, then scale. Wire CRM in week one of the pilot so personalization and reporting are trustworthy from day one.
- ✓Weekly sales review rhythm
- ✓One script change per iteration
- ✓CRM mapped before scale
- ✓Alerts on conversion drops
FAQ
Frequently asked questions
How many documents?
Hundreds on standard plans.
Languages?
PL and EN in one or separate bases.
Hallucinations?
Answers grounded in indexed sources + guardrails.
Who maintains?
Marketing or ops - no dev required.
Same KB for outbound and inbound?
Yes - one index across all agent channels.
Do we get a dedicated CSM?
Growth and Enterprise include onboarding support; Enterprise adds a solution architect.
