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Training And Setup

Add training sources for your business

Teach Isabel from your business details, website, Google Business Profile, and PDF uploads.

5 min readUpdated March 28, 2026

Start with business details

The first training card asks for your business name, address, city, state or province, postal code, country, and phone number. This is the baseline information Isabel uses when callers ask where you are located or how to reach you.

  • Fill in the legal or public-facing business name you want spoken on calls.
  • Use the real public address and phone number customers should hear.
  • Double-check spelling because this information becomes part of the assistant's spoken knowledge.

Use your website and Google profile

The website field lets Isabel crawl your site for services and FAQ-style information. The Google Business Profile field pulls from your public listing so the assistant can reflect the same location and business context customers already see online.

  1. Paste your main website URL.
  2. Add your public Google Business Profile link if you have one.
  3. Save the step so Isabel can combine those sources with the rest of your profile.

Upload PDFs for business-specific details

PDF uploads are useful for menus, service lists, policies, prep instructions, price sheets, and internal reference documents you want Isabel to use during calls.

  • Upload brochures, service menus, pricing sheets, or FAQ documents.
  • Prefer clean, readable PDFs with current information.
  • If two sources disagree, update the older one so callers hear a single answer.

Best results

Use training sources that answer real caller questions: pricing, hours, availability, policies, location, and how appointments work.

Format training sources so Isabel answers accurately

How a source is written matters as much as what is in it. Isabel retrieves information better from clean, short, consistent content than from long narrative paragraphs or marketing copy.

  • One idea per line. Bullets, short lines, and headings beat long paragraphs.
  • Use simple headings like Services, Pricing, Hours, Policies so related facts are grouped.
  • Spell out abbreviations the first time (for example, write PT as physical therapy) so spoken answers stay natural.
  • Avoid raw URLs in the body. Say visit the pricing page on our website instead of pasting a long link.
  • Remove outdated entries when something changes. Two sources that disagree create confusing answers.
  • Keep persona and tone instructions out of training files — that belongs in voice, greeting, and agent configuration, not knowledge.

PDF upload limits to know about

  • Only PDF files are accepted today. Word documents, spreadsheets, and images need to be exported or converted to PDF first.
  • Up to 5 PDFs per business.
  • Each PDF must be 5 MB or smaller.
  • Filenames must be 100 characters or fewer.

If a PDF is rejected

Re-export the file from the source application, trim unused pages, or split it into two documents. Scanned PDFs with only images are harder to use than searchable PDFs with selectable text.