> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.quizell.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Train Your AI Sales Agent

## Introduction

Creating your AI Sales Agent gives it a name and a goal — but **training** is what makes it genuinely useful. The Train section is where you teach your agent what to say, how to behave, and which questions to answer.

Training pulls from three sources, each in its own tab:

* **Quiz** — connect a Quizell quiz the agent can run conversationally to recommend the right product or capture leads
* **Instructions** — behavioral rules that shape how the agent responds and what it stays focused on
* **FAQ** — specific question-and-answer pairs the agent uses to reply accurately

The more relevant and well-structured this content is, the smarter and more on-brand your agent becomes. This article walks through all three.

## Step-by-step guide

### 1. Open the Train section

* In the AI Agent Editor, click **Train** in the left sidebar
* You'll see three tabs at the top: **Quiz**, **Instructions**, and **FAQ**

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_1gj1qzz.png =1000x657)

### 2. Connect a quiz

On the **Quiz** tab:

* Click **Add Quiz**
* Select the quiz you want your agent to run

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_b6kfzg.png =1000x657)


* Add a **Trigger** **Description for AI agent** — a short summary of what the quiz does and when the agent should use it (e.g., "This quiz recommends the right service for an e-commerce business based on their shipping needs")
* Save

Your agent can now run this quiz inside the chat. Instead of sending visitors to a separate page, it asks the quiz questions conversationally and presents the answer options as tappable tabs.

PS: You can connect multiple quizzes to a single agent.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_134bl01.png =1000x657)

> **⚠️ Beta limitations — please read before connecting a quiz**The AI Sales Agent is currently in beta, so a couple of quiz features aren't supported yet:**Jump logic isn't supported.** The agent reads **all** quiz questions in their natural order, ignoring any conditional jumps. Connect a quiz that does **not** have jump logic set up — otherwise the flow won't behave as you expect.**Custom elements aren't supported.** Images, dropdowns, and other custom question elements won't render. The agent reads the answer options you've set up and displays them in a simple tab style to the user.For the best experience in beta, build (or duplicate) a clean quiz with straightforward questions and standard answer options, and no jump logic.

### 3. Add instructions

On the **Instructions** tab:

* Click **Add Instructions**
* Give each instruction a short **title** (a label for your reference)
* Write the **description** — the actual rule or behavior you want the agent to follow
* Save

Instructions are how you set guardrails and guide the agent's behavior. Use them to keep the agent on-topic, define how it should handle certain requests, and tell it what *not* to do. Examples of effective instructions:

* **Stay on topic** — keep the agent focused on your products or service area
* **Don't quote specifics you can't guarantee** — e.g., avoid stating exact prices or timings that vary
* **Recommend the quiz when relevant** — point users to the quiz when they're unsure what to choose
* **Capture leads at the right moment** — collect details once a visitor shows buying intent
* **Acknowledge limitations honestly** — admit when it doesn't have the information rather than guessing

You can review any instruction later by clicking **View** next to it.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_11pfe1e.png =1000x657)

### 4. Build your FAQ

On the **FAQ** tab:

* Click **Add New Question**
* Enter the **Question** (how a visitor might phrase it)
* Enter the **Answer** the agent should give
* Save

Where instructions shape *behavior*, the FAQ supplies *facts*. Add the questions visitors ask most often — product differences, eligibility, "which option is right for me," and so on — so the agent answers consistently and accurately. Click **View** on any entry to review or edit it.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/c/4/e/9c4e823823ced00/image_adeklr.png =1000x657)

## That's it!

Your agent now has a quiz to run, rules to follow, and a library of answers to draw on. 🎉

## What happens next

With training in place, you're ready to:

* **Customize the design** so the widget matches your brand
* **Test the agent** in preview mode (free, no engagement credits used)
* **Connect it to your website** to go live

## Best practices

* **Split behavior from facts.** Use **Instructions** for *how* the agent should act, and the **FAQ** for *specific information* it should know. Mixing the two makes both harder to maintain.
* **Write instructions as clear directives.** "Always recommend the quiz when a visitor is undecided" beats "be helpful about choices."
* **Make the quiz description count.** It's how the agent decides when to launch the quiz, so describe its purpose plainly.
* **Cover the awkward questions.** Add FAQ entries for edge cases and objections, not just the easy ones — that's where agents usually stumble.
* **Keep it current.** Revisit your instructions and FAQ as your products and policies change.

## Important notes

* The AI Sales Agent is in **beta**: **jump logic** and **custom quiz elements** (images, dropdowns, etc.) are not yet supported. Connect a quiz without jump logic; answer options display as tabs.
* Changes you make in **training appear instantly in the dashboard and preview**, but there's a **5-minute cache on the live widget** — allow up to 5 minutes for updates to show on your site.
* You can connect a quiz, add instructions, and build your FAQ in any order — the agent uses all three together.

## Troubleshooting

**My quiz flow skips around or behaves unexpectedly**

* Check whether the quiz uses jump logic. It isn't supported in beta — the agent reads questions in their natural order. Connect a quiz without jump logic.

**Images or dropdowns aren't showing in the quiz**

* Custom elements aren't supported in beta. Answer options render as tabs; consider simplifying the quiz for use with the agent.

**My training changes aren't live yet**

* Updates are instant in the dashboard and preview, but the live widget has a 5-minute cache. Wait a few minutes and refresh.

**The agent gives an answer I didn't expect**

* Add or refine an **Instruction** to correct the behavior, or add an **FAQ** entry with the exact answer you want it to give.

## What's next?

* [How to Create Your First AI Sales Agent](https://help.quizell.com/en/article/how-to-create-your-first-ai-sales-agent-zgltjg/)
* [How to Customize Your AI Sales Agent Design](https://help.quizell.com/en/article/how-to-customize-your-ai-sales-agent-design-1wczgur/)
* [How to Test Your AI Sales Agent (Preview Mode)](https://help.quizell.com/en/article/how-to-test-your-ai-sales-agent-preview-mode-1rvaspb/)
* [How to Connect the Quizell AI Sales Agent to Your Website](https://help.quizell.com/en/article/how-to-add-the-quizell-ai-sales-agent-to-your-website-1prk0w6/)
* [How the Quizell AI Sales Agent Works](https://help.quizell.com/en/article/how-the-quizell-ai-sales-agent-works-ceoavy/)
* [Understanding AI Sales Agent Credits & Billing](https://help.quizell.com/en/article/understanding-ai-sales-agent-credits-billing-aawwbv/)

These steps take your trained agent all the way to live on your store.

