AI agent
What can the agent promise on my behalf?
Facts are the claims the agent may make actively — turnaround, payment terms, warranty. Company details come from your existing settings.
Updated 2026-09-27 · 2 min read
Open Workspace → AI Agent → Knowledge → Facts & claims. A fact is something the agent may state to a customer without being asked twice — a commitment you are making on your business's behalf, so write them as you would say them on the phone.
Three fields are authored here:
- Turnaround promise — how quickly work is normally done.
- Payment terms — when and how you expect to be paid.
- Warranty policy — what you stand behind, and for how long.
Standing knowledge
Standing knowledge is Knowledge's other sub-tab, next to Facts & claims: short sentences the agent carries into every reply whether or not the customer asks — the things nobody thinks to ask about. A shutdown week, a language you only support until 18:00, that you have been family-run since 1974. Add one at a time, or paste several lines at once to add them all together; each is saved and removable on its own. Keep them to what is true all season, because the agent will volunteer them.
What I do not have to type
Your opening hours and company details — address, phone, tax id, registry numbers — are read from the settings where they already live and sent to the agent automatically.
That is deliberate. Those details are already on your invoices, and a second copy typed into the studio would go stale the day you move premises. An agent quoting a different address than your invoice is worse than one that quotes none, so there is only ever one source.
To change them, edit them where they live — in your workspace profile — and the agent picks them up.
Facts, documents and guardrails
Three different jobs, easy to conflate:
- A fact is stated actively. The agent volunteers it.
- A document is drawn on when relevant. See What documents should I give the agent?.
- A guardrail is refused always. See How do I stop the agent saying certain things?.
If something must never be said, a guardrail is the only one of the three that guarantees it.
Write the promise you can keep
The agent will repeat a turnaround promise to every customer who asks, on every channel, without the judgement you would apply on a busy Friday. "Same day where possible" is a promise you can keep; "same day" is one you cannot.
Are my facts live yet?
The Setup tab shows Facts last synced with the time of the last confirmed push. Saving a fact triggers a push and the platform reads it back to confirm it landed, so that timestamp means the agent really has the new wording — not just that we tried to send it.
If the time is not moving after a save, the agent is still answering from the old facts and support should look at it.
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Last verified 2026-09-27.