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.

Monthly fifteen-minute review
- Read your last ten customer conversations.
- Note any "I'm not sure" or incorrect replies.
- Update knowledge for those gaps.
- Remove one outdated source you no longer need.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.