Before you start
- An active plan. See Plans and limits.
- The Super Admin, Admin, or Manager role on the chatbot. Agents cannot open text snippets.
- The facts you want to add, written as plain text.
Add or change the snippet
1
Open the snippet
In the chatbot sidebar, select Text Snippets.
2
Write the text
Type or paste your text in the text box. Keep all the text you want to keep, because saving replaces the whole snippet.
3
Save
Select Save Changes. The message “Successfully added the text!” appears.
What to put in a snippet
- Put facts in the snippet. For example, “Our support hours are 9:00 to 17:00 CET, Monday to Friday.”
- Do not put instructions in the snippet. “Always answer formally” belongs in instructions.
- Group related facts. Use a short heading line for each topic, such as “Shipping” and “Returns”.
- To fix one exact answer, use a custom response. See Custom responses.
Check that it works
- Wait a short time after you save.
- Ask the chatbot a question that the snippet answers.
- Check that the answer uses the facts from the snippet.