Voice Agent
Setting Up Your Voice Agent Knowledge Base
Teach your Voice Agent (VA) about your business — no technical setup required.
A document you upload to your VA that tells it about your business — hours, service area, what jobs you take, and how to answer common questions without putting callers on hold.
Set it up in 3 steps
Copy your website URL
Open your website and copy the link from your browser's address bar (e.g. www.yourbusiness.com). That's all you need.
Open Claude or ChatGPT and paste in this prompt
Copy the prompt below, paste it into Claude or ChatGPT, replace [Your Website URL] with your link, and hit send.
I run a home services business and I'm setting up an AI voice agent. Please visit my website at [Your Website URL] and organize the key information into a FAQ document with these sections:
- Business Overview (name, what you do, service area)
- Pricing / Dispatch Fee
- Business Hours
- Emergency / After-Hours Info
- Services Offered (including what you don't service)
- Top 10 Frequently Asked Questions
Write it in plain, conversational language. Flag anything missing with [Fill In].
Review, fill in any gaps, and upload
Add your real information anywhere you see [Fill In]. Save as PDF or text, then upload in ServiceTitan: Voice Agent Settings → your agent → Edit → Persona → Knowledge Base.
No website? Include these details instead
Type your answers to these topics directly into the prompt in place of your URL.
| Topic | What to include |
|---|---|
| Business hours | Mon–Fri, Sat, Sun hours + holiday closures |
| Service area | Cities, counties, or zip codes you serve |
| Services offered | What you do and don't do |
| Dispatch fee | Your amount + whether it's waived with service |
| Emergency / after-hours | Do you offer it? Extra charge? |
| Top FAQs | Top 5 questions your team answers every day |
Tips for best results
Add descriptions to your files — Your VA will use this as guidance.
Include what you don't do — Helps your VA avoid booking the wrong jobs.
Update it when things change — Hours, pricing, service area — re-upload whenever these change.
Test after uploading — Call your VA and ask it a few questions.
Need help? Your Voice Agent specialist can build this with you on your onboarding call. Just have your website URL ready.
ServiceTitan Voice Agent | Knowledge Base Setup