Open the knowledge base
Click Knowledge in the sidebar. The page has three tabs:- Overview shows how many entries and behaviors guide your calls, when you last edited, and any entries that need attention.
- All Entries is where you add, edit, search, and delete entries.
- Behaviors shows what Maple has learned about how to speak and what to do on calls.
Managers and admins can add, edit, and delete entries. Team members with access to your whole business can view entries but not change them. Team members limited to a single location see a “no permission” message.
Add an entry
1
Open All Entries
Click the All Entries tab.
2
Write the question
In Add a knowledge base entry, type the Question a caller might ask. For example: “Do you take reservations for large groups?”
3
Write the answer
Type the Answer you want Maple to give. Include every detail a caller needs. Maple uses it as a guide, not word for word.
4
Click Add entry
The entry appears in your list.
Start from a template
Templates give you a full set of common entries to edit. Click Add Template, choose a Template type (Restaurant or Salon), and confirm. Maple adds the whole set to your list, labeled Template. Template answers contain bracketed placeholders, such as[Insert full street address] or [xx] minutes. Replace every one with your real details. Filter by Template, open each entry, and edit it. The health check flags any placeholder you leave in (see below).
Delete any template entries that don’t fit your business.
Suggest entries from your website
Maple can draft entries from a page on your site.- On the Overview tab, find Suggest from a URL.
- Enter one website URL, such as your menu, services, or contact page.
- Maple reads the page and drafts entries. When it finishes, usually within a minute, the new entries appear in your list. If it takes longer, Maple keeps working in the background, so check back in a few minutes.
Keep entries healthy
On the Overview tab, the Needs your attention card checks your entries and flags these issues:- Placeholder: template text like
[xx]or[Insert address]that you haven’t filled in. - Conflict: two answers that disagree.
- Duplicate: several entries that ask the same question.
- Vague: an answer too thin to be useful.
Behaviors
Behaviors tune how Maple talks and what it does on every call. Maple learns them as it handles calls and as you work with Maple Copilot. You don’t type them in. You view them on the Behaviors tab. There are two types:- How it speaks: wording and tone.
- What it does: the actions Maple takes.
What to include
Cover the questions callers ask most:- Location and parking
- Delivery and pickup policies and fees
- Payment methods
- Dietary accommodations
- Reservations
- Accessibility
- Events and catering
- Special policies, such as dress code or pets
Regular hours come from your Store Hours settings. Don’t repeat them as entries. Do keep holiday and special hours here.
Test and maintain
Call your agent and ask things like “What are your hours?” and “Do you deliver?” Check that the answers are right. Review call transcripts each week. Add an entry for any question the agent couldn’t answer, and update entries when things change. Check Needs your attention on the Overview tab from time to time.Next steps
Store Hours
Set your regular hours
Voice Configuration
Customize voice settings
Test your agent
Make test calls
Analytics
See how your agent performs