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Product details: one entry per model
In Products & suppliers, create a product with its name, model, description and specifications, then press Publish. A draft is invisible to the Agent. If your manuals and spec sheets are PDFs, upload them to the product and mark them public: the Agent can read the text in them page by page (a scan has no text, so it cannot read it).
For example: power, output, voltage, dimensions, weight, the materials it can process. Do not write prices.
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FAQ and company profile: write down what buyers keep asking
In Knowledge, the FAQ tab holds question-and-answer pairs, written the way you would answer a buyer. The Company tab holds MOQ, typical lead time, custom capability, shipping and ports.
For example: What is the minimum order? How long is the lead time? What do we need to know before quoting?
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Qualifying rules: tell the Agent what to ask
On the Agent page, under "What counts as a real enquiry", choose what a buyer must make clear (by default: product, quantity and destination). In the notes, which are written for the Agent, add what machinery buyers must also say: application, capacity, voltage. The Agent takes the notes into account.
For example: Before a quotation we need to know the material, the output per hour, and the local voltage and frequency.
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Let the AI fill in the Agent, then rehearse
On the Agent page, paste a short company introduction and press "Fill it in for me": the AI fills in the Agent's name, introduction, tone and languages. Read it, change what is wrong, and press Save. Then use "Rehearse with the Agent" and play the buyer: nothing is sent to anyone.
For example: ask it "How much is it?", see what it asks, and check that the inquiry reaches your workbench.
