Module 5 of 12
Customize the Seminar and Advisor Knowledge Base
Replace the snapshot placeholders with the advisor's approved seminar information, event details, booking instructions, and compliance-safe responses.
What to show on screen
- Where to locate the Seminar and Advisor Knowledge Base
- How to rename the document
- How to update each existing FAQ
- Which answers must come directly from the intake form
- How to preserve the approved compliance response
- How to create event-specific location FAQs
- How to add the advisor appointment FAQ
- How to review the Knowledge Base before marking it complete
CloseBot answers questions using the Seminar and Advisor Knowledge Base. If the Knowledge Base contains placeholder text, outdated events, or guessed compliance language, the bot will repeat those mistakes to every lead. This module shows how to replace the snapshot placeholders with the advisor's approved seminar information, event details, booking instructions, and compliance-safe responses.
What you'll customize
Rename the Knowledge Base
Update the document title so it clearly identifies the advisor or firm. This keeps the source organized when multiple advisors are connected to the same master Job Flow.
Update Existing FAQs
Review every preloaded FAQ and replace the placeholder answers with the advisor's approved language. Pay special attention to guest policy, meal details, cancellation process and what to bring.
Add Event-Specific Location FAQs
Create one FAQ for every active seminar. Include the date, time, venue name, address, parking instructions, building access notes and any special directions provided by the advisor.
Create the Advisor Appointment FAQ
Add the complimentary personal review FAQ using the advisor's booking link and approved instructions for scheduling a one-on-one appointment.
Preserve Compliance Responses
Do not rewrite compliance-sensitive answers. Use the exact approved language from the intake form and escalate topics that are outside the approved script.
Final Review
Read the Knowledge Base as if you were a lead asking questions. Confirm every answer is accurate, every link works, and no placeholder text remains before marking this module complete.
Answers that must come directly from the intake form
- Seminar description and what the event covers
- Guest policy, including whether spouses or guests are allowed
- Meal or refreshment details
- Cancellation and rescheduling process
- Venue name, address, parking and access instructions
- Advisor booking link and appointment type
- Compliance escalation contacts and approved compliance language
Do not guess compliance-sensitive answers
The Knowledge Base controls how CloseBot responds to questions about investments, personal advice, cancellations, and other regulated topics. Use only the advisor's approved language. If the intake form does not include an approved answer, escalate to the advisor or compliance contact instead of writing your own response.