Training Your Agent

Training Overview

Training is the process of teaching your AI agent about your business. Your training data feeds directly into the ChatSpark AI Engine, which uses it to find and deliver accurate answers. The more relevant content you provide, the better your agent can answer customer questions.

You can add training data from multiple sources:

• Files: Upload documents in various formats
• Websites: Crawl your site or specific URLs
• Text: Paste content directly using our editor
• More Sources: Pull resolved tickets and conversations from your helpdesk

Supported File Types

Upload documents in any of these formats:

Website Crawling

Let ChatSpark automatically learn from your website:

1. Navigate to Training → Website in your agent settings
2. Enter your website URL or specific page URLs
3. Choose to crawl the entire site or just specific pages
4. Click Crawl: we'll extract all text content

Full Site Crawl

Enter your homepage URL and we'll follow links to discover all pages. This is great for comprehensive coverage.

Specific Pages

Add individual URLs to target specific content. Useful for:

• FAQ pages
• Product documentation
• Pricing pages
• Policy pages (returns, shipping, etc.)

Rich Text Editor

Use our built-in editor to add content directly:

• Perfect for FAQs: Format questions and answers clearly
• Quick updates: Add new information instantly
• Rich formatting: Headings, lists, bold, links
• No file needed: Just paste and save

The text editor is ideal for:

• Common Q&A pairs
• Quick policy updates
• Seasonal information
• Corrections or clarifications
• YouTube video transcripts

More Sources

The More Sources tab lets you pull resolved tickets and conversations directly from your helpdesk or support platform. Your agent learns from real customer interactions, which makes it better at answering the questions your customers actually ask.

Supported platforms:

• HappyFox
• Zendesk
• Freshdesk
• Salesforce
• Freshchat
• Intercom

How to import

1. Go to Training → More Sources in your agent settings
2. Set up the AI Action for your platform if you have not done so already
3. Select your date range and how many records to import
4. Choose any platform-specific filters such as category, group, or case type
5. Click Import and your records will be queued for training

HappyFox

HappyFox requires you to select at least one category before importing. Resolved tickets from those categories will be pulled and formatted as question and answer pairs for your agent.

Zendesk and Freshdesk

Import solved tickets from your Zendesk account or resolved tickets from Freshdesk. You can optionally filter by group to target a specific team.

Salesforce

Pull closed cases from Salesforce. You can optionally filter by case type to focus on a specific category of support interactions.

Freshchat and Intercom

Freshchat and Intercom are conversation-based platforms. Each imported record contains the full back-and-forth dialogue between the customer and your team. You can filter by group or team inbox to focus on the most relevant conversations.

Best Practices

Follow these guidelines for the best results:

• Be comprehensive: Include all information customers might ask about
• Use clear language: Write in plain English, avoid jargon
• Structure content well: Use headings, lists, and clear organization
• Include variations: If customers might phrase things differently, include those variations
• Keep it current: Update training data when policies or products change
• Review analytics: Check unanswered questions to find gaps

Retraining Your Agent

Your agent automatically retrains when you:

• Add new training data
• Update existing content
• Delete outdated information
• Re-crawl your website

Retraining typically takes 1-5 minutes depending on the amount of content. Your agent remains available during retraining.

Training Limits

Training data limits vary by plan:

View your current usage in the dashboard under Training Data Usage.