Keep Info Updated

A simple routine so your assistant stays accurate month after month.

Keep your knowledge updated

Businesses change — seasons, prices, staff, policies. A lightweight update routine keeps your assistant trustworthy without eating your week.

Knowledge freshness dashboard

Monthly fifteen-minute review

  1. Read your last ten customer conversations.
  2. Note any "I'm not sure" or incorrect replies.
  3. Update knowledge for those gaps.
  4. Remove one outdated source you no longer need.

Triggers that need immediate updates

  • New menu or service list
  • Holiday hours
  • Phone number or address change
  • New insurance or payment policy
  • Temporary closure (weather, renovation)

Assign ownership

Name one person "knowledge owner" — often the office manager. They do not need to write everything, but they ensure someone does.

Seasonal businesses

Tour operators and tax preparers should archive off-season offerings instead of leaving them searchable. A manual note like "We reopen April 1" helps bridge the gap.

Measure freshness

If your portal shows source dates, sort oldest-first quarterly. Anything untouched for twelve months deserves a quick read.

Pair with integrations

When you connect Google Calendar, your assistant handles more scheduling questions — but static knowledge still needs human updates for policies and pricing.

Celebrate wins

When a customer texts "Thanks, that was exactly what I needed," check which knowledge answered it. Double down on clear entries like that one.