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Knowledge

How to use AI training in Customer Flow

Teach Customer Flow AI an approved answer, and train it on local files, the company profile, dashboards, and company tables.

Where to find it: Left menu → Knowledge → AI training

Document management and extraction in Customer Flow
Watch the video on the Documents on the file page — A still from the Documents on the file video. Play it on the Documents on the file watch page, then follow the steps below in your workspace.

Every step

  1. Step 1

    Open the screen

    Left menu → Knowledge → AI training. If the name is missing, your role does not include it — ask an admin in Users & Roles.

  2. Step 2

    Do the work

    Type a question and the answer you want, or choose Train on local data. That embeds each file you can open, the dashboards, and the company database. A file you cannot open is not in the index. Passwords, tokens, and bank numbers stay out. Wait until each row says Ready.

  3. Step 3

    Check it saved

    Ask that question in Customer Flow AI · Knowledge. The reply should follow the approved answer or the trained company data and cite it.

Questions people ask

Do I need to log in to use AI training?

Yes. AI training is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see AI training in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Does this fine-tune the model?

No. Approved answers, dashboard figures, and database masters are stored as knowledge and retrieved when someone asks a matching question. A person who cannot open that data cannot read the trained copy.

Related

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