BobWork AI

    Knowledge Base Template

    Fill in all sections, then upload this document to your BobWork agent under My Knowledge → Upload Document.

    1. Business Overview

    A short description of what your business does. Bob uses this as context for all answers.

    Business Name

    What you sell / offer

    Who your customers are

    What makes you different

    2. Products / Services

    List every product or service with full details. Be specific — name, price, variants, availability.

    Product / Service 1 (name, price, description, variants)

    Product / Service 2

    Product / Service 3

    Product / Service 4

    Add more as needed

    3. Pricing

    Include all pricing. If you offer packages or tiers, list each one clearly.

    Standard pricing (list all items with prices)

    Package deals or bundles

    Discounts or promotions (ongoing)

    4. Policies

    Be specific. Vague policies produce vague answers.

    Return & refund policy (conditions, timeframe, process)

    Delivery / shipping (areas, cost, timeframe)

    Payment methods accepted

    Warranty policy (if applicable)

    5. Operating Hours & Contact

    Include public holiday rules and after-hours handling.

    Operating hours (days + times)

    Public holiday schedule

    Phone / WhatsApp number

    Email

    Physical address (if applicable)

    6. Frequently Asked Questions

    Write out your top 10 most common customer questions and the exact correct answers.

    Q1: Question / A1: Answer

    Q2: Question / A2: Answer

    Q3: Question / A3: Answer

    Q4: Question / A4: Answer

    Q5: Question / A5: Answer

    Q6–Q10: Add more below

    7. Things Bob Should NOT Say

    List topics or information that are out of scope, confidential, or off-brand.

    Topics to avoid

    Competitor names to never mention

    Internal information to keep private

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    After filling in, upload to My Knowledge → Upload Document