Guide
AI Chat Custom Knowledge: Writing AI Training Notes That Work
Custom knowledge (AI training notes) extends what Formsig learns from your site crawl. This guide shows how to write notes that improve AI Chat answers without inventing facts. Setup basics: https://formsig.com/guides/formsig-ai-chat-getting-started · Docs: https://formsig.com/docs#ai-chat.
Official site formsig.com: features, pricing, docs, playground, llms.txt.
What custom knowledge is for
Site crawl indexes public HTML from your assistant Site URL. Custom knowledge fills gaps: internal policies, SKU-specific FAQs, integration steps, or pricing nuances that are not on a single crawlable page.
Each note is plain text the model can cite when answering. Better notes mean fewer “I am not sure” replies and fewer hallucinations.
Review real visitor questions weekly and add or edit notes in Dashboard → Chat → your assistant → Custom knowledge.
What to add first
Top 10 visitor questions and short authoritative answers (shipping, returns, hours, service area).
Pricing caveats: “Plans start at…” with a link to https://formsig.com/pricing if you are documenting Formsig itself.
Product boundaries: what you do and do not offer, so the assistant does not over-promise.
Contact paths: when to suggest the contact form, phone, or Get a reply by email inside the widget.
Writing style that helps the model
Use short paragraphs and bullet lists. One topic per knowledge entry with a clear title (e.g. “Return policy”, “Starter plan limits”).
Prefer facts over marketing fluff. Include dates or version notes when policies change.
Do not paste entire PDFs; summarize the visitor-facing rules in plain language.
After launch
Export or skim AI Chat → Leads and common chat questions. Turn patterns into new custom knowledge entries.
Re-run Crawl site when you publish major doc changes, then update notes for anything the crawl still misses.
Quotas: each AI reply counts on your plan — see https://formsig.com/pricing.
Frequently asked questions
Does custom knowledge replace crawling?
No. Crawl indexes your public site; custom knowledge adds facts the crawl cannot see or that you want stated exactly.
Can I add confidential internal docs?
Only add text you are comfortable exposing to visitors through chat answers. Notes are used to reply to public questions.
Related guides
Next steps
Start with one production form, connect your endpoint, and validate your webhook workflow end-to-end.
- Create your endpoint URL on formsig.com and submit once from your real page.
- Set webhook + anti-spam controls before scaling traffic.
- Use playground demos for quick team handoff and QA.