Configure Conversation, Booking, And Knowledge

Conversation tab

Use this tab to shape the live flow an agent will follow while using this model.

You can set:

• the initial message
• qualification questions
• conditions tied to those questions
• a sales script

What to put here

Use the Conversation tab for the parts of the call that should happen in sequence.

This usually includes:

• how the call opens
• the main questions you want answered
• how the model should react to common answers
• the script or structure the model should follow

Best practice

Keep the opening short. Customers usually get better outcomes when the first message feels natural instead of overly polished.

Booking tab

Use this tab if this model should support scheduling a meeting during calls.

You can set:

• appointment type
• meeting duration
• assigned members
• calendar type
• meeting location
• meeting platform
• confirmation messages

What to check before using booking

Before relying on booking:

1. make sure Google Calendar is connected
2. confirm your timezone
3. confirm availability is configured
4. confirm the right team members are assigned

Knowledge tab

Use this tab to give the model business context, such as:

• what offer this is for
• what service you sell
• the transformation you provide
• what the lead already knows
• FAQ questions and answers

When the Knowledge tab matters most

This tab becomes critical when:

• the offer is complex
• your leads need context before booking
• objections are repetitive
• multiple funnels use different language

Practical tip

If calls sound generic, repetitive, or disconnected from your real offer, the Knowledge tab is often the missing piece in the model setup.