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

2. Connect a quiz

On the Quiz tab:

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

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.

⚠️ Beta limitations — please read before connecting a quizThe 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.

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.

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?

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

Updated on: 03/06/2026

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