Teach & Customize

The more your agent knows about your business, the better it performs:

Company Overview — "Our company is [name], we sell [product/service] to [target audience]. Our main competitors are [list]. Our unique value is [USP]."

Key People — "My team includes: Sarah (designer), Mike (backend developer), Lisa (marketing lead)"

Current Projects — "We're currently working on: 1) Launching v2.0 of our product by March, 2) Expanding into the Japanese market, 3) Hiring 3 new engineers"

Share this context once, and your agent will apply it to all future interactions.

Your agent should sound like your brand:

Share Examples — "Here are 3 examples of emails I've written that represent our brand voice: [paste examples]. Please match this style."

Define Rules — "Our brand voice rules: 1) Always friendly, never corporate. 2) Use 'you' not 'the user'. 3) Short sentences. 4) Occasional humor is OK."

Set Boundaries — "Never use these words: 'synergy', 'leverage', 'paradigm shift'. We prefer plain language."

Once calibrated, your agent will consistently produce content that feels authentically yours.

Create reusable templates for common tasks:

Blog Post Template — "When I ask you to write a blog post, always follow this structure: 1) Hook opening, 2) Problem statement, 3) Solution with examples, 4) Action items, 5) Conclusion with CTA"

Meeting Notes Template — "When I share meeting notes, organize them into: Attendees, Key Decisions, Action Items (with owners and deadlines), Follow-ups"

Social Media Template — "For social posts: Keep under 280 characters, include one emoji, end with a question to drive engagement"

These templates compound over time — the more you create, the faster your agent works.

Over time, build a living knowledge base with your agent:

Product Knowledge — Share your product docs, FAQ, and feature lists
Customer Insights — "Our top customer complaint is [X]. Our NPS score is [Y]. Our best-selling product is [Z]."
Industry Knowledge — "In our industry, the key regulations are [list]. The buying cycle is typically [timeline]."

Your agent becomes more valuable every day as its knowledge base grows. It's like training a new employee, but one that never forgets and never leaves.