Your rates, your payment terms, your delivery policy — saved in your own words, and used in every draft it writes. So the AI answers like your business, not like a language model.
Teach AI
“we give 8 percent off if they order more than 100 units”
Got it — saved under Pricing/Rates.
Saved knowledge
Bulk orders above 100 units get 8% off list.
30% advance, balance on delivery. No credit under ₹50,000.
Delivery is 3–5 working days within the state.
Nine categories, from pricing and payment terms to reply rules.
An AI that has not been told your discount structure will still answer a question about your discount structure. It will write something fluent and plausible, and it will be wrong — with your name at the bottom of it.
The fix is not a better model. It is giving the model your actual rules, so a question about bulk pricing is answered from what you charge rather than from what sounds reasonable.
Type a fact the way you would say it to a new employee — “we give 8 percent off above 100 units”. Syncdo confirms what it understood, stores it as one clean sentence under the right category, and applies it to every draft from then on.
Teach AI
“we give 8 percent off if they order more than 100 units”
Got it — saved under Pricing/Rates.
Saved knowledge
Bulk orders above 100 units get 8% off list.
30% advance, balance on delivery. No credit under ₹50,000.
Delivery is 3–5 working days within the state.
Nine categories, from pricing and payment terms to reply rules.
The Knowledge Base is an input to the AI, not a channel to your customers. Nobody queries it, no chatbot answers from it, and nothing in it is ever shown to the person you are messaging. It only ever shapes a draft that you then read and send.
It is also not a document store. It holds short facts and rules — a rate, a term, a policy, a standard answer — not files or long pages. Attachments belong on templates.
Only owners and admins can teach it. What the business says about its own prices and terms is not something every seat should be able to rewrite.
The Knowledge Base is on the Intelligence plan, together with AI drafts and conversation summaries. Free and Essentials have the CRM without the AI layer.
No. It is only ever read by the AI when it drafts a reply for you. There is no customer-facing bot, and nothing in it is shown to the person you are messaging.
Short facts and rules: your rates and how discounts work, payment and credit terms, delivery policy, standard answers to common questions, and how you want replies to sound. Nine categories are offered, from Pricing/Rates to Reply Rules.
Owners and admins. A rep can use the AI, but cannot rewrite what the business says about its own prices and terms.
Intelligence. The Knowledge Base, AI draft replies and conversation summaries are all on that plan; Free and Essentials give you the CRM without the AI layer.
Teach it your rules once, and every draft follows them.
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