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Sometimes the answer isn’t on your site or in a file yet. Text training lets you type it straight in. You give it a Title and Content, and your bot can answer from it right away. It’s perfect for a quick FAQ, a policy, or anything you haven’t published.

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How to add text

1

Open the Sources tab

Open your agent and go to the Sources tab.
2

Choose Add Text

From the add menu, pick Add Text.
3

Write a title and content

Give it a clear Title (like “Refund policy”) and paste your Content below. Write it the way you’d explain it to a customer.
4

Add tags (optional)

Add tags as a comma-separated list to help you organize sources – for example, refunds, policy, shipping.
5

Save and train

Save it. Chatref trains on the text in the background. Watch the status until it shows Trained.

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Example: a refund policy

A coffee store could add a source like this: Title: Refund policy Content: We accept returns within 30 days of purchase. Items must be unopened and in their original packaging. To start a return, email [email protected] with your order number. Refunds go back to your original payment method within 5 business days. Tags: refunds, returns, policy Now when a visitor asks “Can I get my money back?”, your bot answers from this text instead of saying it doesn’t know.
Keep each source focused on one topic. A short, clear “Refund policy” source is easier for your bot to match than one long page covering ten different things.

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Next steps

Add a website

Crawl content you’ve already published.

Add files

Upload manuals, price lists, and policies.

Track training

See when your text finishes training.

Test your bot

Ask the question your new text answers.