Introduction
Your AI agent in LeadTruffle acts as a 24/7 team member, handling inquiries from your website via SMS. Setting it up is simple, and this guide walks you through how to configure the AI’s knowledge and behavior to match your business needs.
1. Set Up Your AI Knowledge Base
Go to Settings > Company Settings
Add your website URL – this allows LeadTruffle to scrape your site for company info
After scraping, review the AI-generated:
Company description
Products/services
Pricing (manually add this if it’s not on your site)
Click “Save and Continue” to finalize the knowledge base
Your AI Knowledge lives under AI Knowledge in the left menu and is used by both website texting and phone-related features
Pro Tip:
Include key details like what services you do not offer and whether you want to share pricing. You can paste summaries from emails, spreadsheets, or use ChatGPT to condense info before adding it.
2. Define Your Service Area (Optional)
Head to Service Area under AI Knowledge
Enter your ZIP code and set a radius
Give each area a name to help the AI determine which leads are in or out of your service zone
3. Customize Company Settings
Before going live, make sure:
Your company name, phone, and email are accurate
You’ve set the correct time zone
4. Configure Your Website Lead Qualifier
Go to Website Texting > Lead Qualifier
Turn ON the lead qualifier to activate AI texting for new leads via your website widget
If left OFF, leads will be captured but won’t receive a message
5. Add Instructions to Guide the AI
Use the Instructions box to define how the AI should interact with leads
Example: “Ask what type of painting work they need. If interior, ask A, B, C. If exterior, ask X, Y, Z.”
Keep it focused: 3–5 core questions are ideal
Want the AI to say something exactly? Put it in quotes
6. Use Demo Chat to Test Conversations
Click “Start Demo Chat” to simulate a real lead conversation
This is the best way to test your AI’s responses
Avoid using your widget for testing as it may flag repeat submissions (12-hour window per number)
7. Choose Between Freeform or Structured Format
Freeform: Best for most users. Write natural instructions.
Structured Format: Ideal for detailed lead qualification (e.g., services, square footage, job details)
AI will treat your defined fields as form questions
Use if you need precision or field mapping
More on Structured Format (Optional)
If you need your AI to collect specific data points—like square footage, service type, or budget—you can use Structured Format mode. This turns your conversation into a guided form where each field is treated as a required input. Ideal for businesses with detailed qualification needs, but most users start with Freeform and upgrade as needed.
8. Define Your Call-to-Action
Decide how the AI should close conversations:
Simple handoff: “Thanks, we’ll be in touch shortly.”
Advanced follow-up: Provide a rough quote and link to your calendar
Add a Calendly or LeadTruffle scheduling link if you want the AI to book appointments
Recap & Best Practices
The AI Knowledge Base = the brain
The Instructions Box = the script
Demo Chat = your best testing tool
Start simple, then scale up with logic, pricing, and scheduling
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.