Level 4 · Custom Assistants

Knowledge Files

Level 4, Lesson 3 · ~1 min video

01 · Watch the demo

Prefer reading? The key points and every prompt are in the chat below.

Transcript

Intro: Your AI shouldn't guess your prices. Give it your documents.

Voiceover: Here's a price list, straight from your files. Ask what you charge, and it answers with your actual rates. Start with five docs: prices, FAQ, terms, one old quote, and your service menu.

Outro: Five documents, and your assistant answers with your numbers, not guesses.

Key Points

Knowledge files are documents you upload to your custom assistant so it has access to YOUR information
Your assistant reads them and uses them when answering questions — prices, policies, past work samples
Start with five documents: price list, FAQ, terms & conditions, one past quote, and service menu
Never upload customer data, payment info, or sensitive IDs — be smart about what you share
When someone asks your price, it answers with YOUR actual rates, not guesses

Tools in this lessonChatGPT↗Claude↗Gemini↗

02 · Build it yourself — templates, steps & quiz

Lesson Assistant

Lesson Assistant · FlowForge

03 · Keep going

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