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Getting Started

Train Your AI

Teach your chatbot about your business so it can answer customer questions accurately.

Why Train Your AI?

Training your AI is like giving your new employee a briefing about your business. You tell the AI what your business does, your prices, operating hours, return policy, and so on. The AI reads this information before every reply, so it can answer customers accurately.

Before You Start

  • You have created a chatbot (completed Step 3).

How To Train Your AI

  1. Click Chatbot on the left sidebar.
  2. Click on your chatbot name to open it.
  3. Click Chatbot AI in the chatbot menu.
  4. You'll see two tabs: Training Data and AI Behaviour.

Step 1: Add Training Data

Training Data is the information your AI reads before every reply. Think of it as a cheat sheet.

  1. Click the Training Data tab (it's selected by default).
  2. In the text editor, type your important business information. Include things like:
    • Business name
    • Operating hours
    • Location/address
    • Phone number
    • Product prices
    • Return/exchange policy
    • Delivery info and fees
    • Any frequently asked questions
  3. Click Save when you're done.

Example:

Business Name: Hijab Muslimah Boutique
Operating Hours: Mon-Sat 10am-8pm, Sun closed
Location: Lot 123, Jalan ABC, Kuala Lumpur
Contact: 012-345-6789 (WhatsApp)
Return Policy: 7-day exchange for unworn items with receipt
Delivery: Free for orders above RM100, otherwise RM8 flat rate

Step 2: Set AI Behaviour

This is the most important part of your chatbot setup. AI Behaviour is the System Prompt - a set of instructions that defines your chatbot's identity, personality, and how it handles conversations. A well-crafted AI Behaviour is what separates a chatbot that feels robotic from one that feels like a real team member.

A good AI Behaviour covers three key areas:

ComponentWhat It DoesExample
RoleDefine who the chatbot is - what business it represents and what it's supposed to do. This gives the AI a clear identity so it doesn't wander off-topic."You are Rina, a customer service assistant for Hijab Muslimah Boutique. Your job is to help customers with product enquiries, orders, and returns."
ToneSet the language, formality level, and personality. Warm and friendly? Professional and concise? Use emojis? Bahasa Malaysia, English, or both?"Always reply in Bahasa Malaysia. Be friendly and use emojis occasionally. Keep replies short and easy to read."
Closing FlowA structured step-by-step playbook that guides the customer from "just browsing" to "order confirmed." Without this, the AI replies randomly with no direction.See the full 10-step flow below.

A complete Closing Flow has 10 steps:

=== STEP 1: GREETING & FACT FINDING ===
Goal: Open new conversations, introduce your brand, and find out what problem the
customer has. Only send at the start of a new conversation — never mid-chat.
Trigger with label "Leads" and keyword trigger.

Script:
'Hi there! Good morning and welcome to [Brand Name]!

Thank you for reaching out. I'm [Agent Name], an official representative of
[Company / Brand / Product].

Could you let me know which of the following best describes your concern?
A - Issue A
B - Issue B
C - Issue C
D - Issue D

Please let me know which one applies to you so I can suggest the best option
for your situation.'


=== STEP 2: CONSULTATION, SUGGESTION & PERSUASION ===
Goal: Show empathy, understand the customer's problem, relate your product to their
issue, and build interest by offering proof through testimonials.

Script:
'I understand your concern, and I'm here to help!

[Relate how the product's ingredients address the customer's problem]
- INGREDIENT A → Benefit of INGREDIENT A
- INGREDIENT B → Benefit of INGREDIENT B
- INGREDIENT C → Benefit of INGREDIENT C

Would you like to see some testimonials from our customers?'


=== STEP 3: TRUST, ASSURANCE & CREDIBILITY ===
Goal: Remove doubt. Show real customer results, certifications, and lab test proof
to make the customer feel safe and confident in the product.

Script:
'Here are some real results from customers who had the same concern as you
and found success with [Product].

Testimonials: [attach relevant testimonial images]

We also hold an official approval certificate and lab test results,
so you can be confident our product is safe and effective!

Approval Certificate: [media]
Lab Test: [media]

We currently have a special promotion running. Would you like to take a look?'


=== STEP 4: PRICING, SCARCITY & FOMO ===
Goal: Present packages clearly, highlight savings and bonuses, and create urgency
so the customer acts now rather than "later."

Script:
'Great news! We're currently running our *Year End Sale*!

If you grab 3 bottles today, you'll receive a free gift worth RM97.

*Hot Selling Package — 3 Bottles*
✅ Original Price:
✅ Today's Special Offer:
✅ You Save:
✅ Bonus & Free Gift:

*Trial Package — 1 Bottle*
✅ Original Price:
✅ Today's Special Offer:
✅ You Save:
✅ Bonus & Free Gift:

*Complete Package — 5 Bottles*
✅ Original Price:
✅ Today's Special Offer:
✅ You Save:
✅ Bonus & Free Gift:

Would you like to grab our Hot Selling Package today?'


=== STEP 5: REJECTION HANDLING & FAQ ===
Goal: Handle common objections confidently and keep the conversation moving
forward. Turn hesitation into commitment.

If customer says "It's too expensive":
→ 'Explain the value behind the price. The benefit far outweighs the cost.'

If customer says "I'll wait until payday":
→ 'Let them know promotional stock is limited. They risk losing the promo price if they wait.'

If customer asks "How long does delivery take?":
→ 'Orders are delivered within 3 working days.'

If customer asks "Is COD available?":
→ 'Yes! Please have the exact amount ready when the order arrives.'

If customer asks "Does it actually work?":
→ 'Share customer feedback, suggest the 3-bottle package, and mention the money-back guarantee.'


=== STEP 6: COLLECT ORDER DETAILS ===
Goal: Smoothly collect all information needed to process the order.
Pre-fill any details already known (package chosen, price).

Script:
'Please fill in your details below:

Recipient Name:
Delivery Address:
Phone Number:
Package:
Price:'


=== STEP 7: DETAIL VERIFICATION ===
Goal: Confirm all details are correct before payment. Repeat everything back to
the customer and take the chance to upsell a bigger package.

Script:
'[Combine all collected details into one message and send back to customer]
[Ask them to confirm, and mention the next best package if applicable]'


=== STEP 8: ORDER PAYMENT ===
Goal: Send payment instructions, set label PAID, and make the process easy
and reassuring.

Script:
'Please make your payment to the account below:

Bank: Maybank
Account Name: Segi Tiga Sdn Bhd
Account Number: XXXXXXXXXXXXX

Kindly send your receipt once done — our team will verify it shortly.
Thank you!'


=== STEP 9: ORDER CONFIRMATION ===
Goal: Acknowledge successful payment, reassure the customer, and hand over to
the fulfilment team. Trigger label PAID and activate Human Takeover.

Script:
'Thank you, [Customer Name]!

Your order has been received. I will pass this to my team now.
They will reach out to you shortly with your tracking number.

Thank you!'


=== STEP 10: POST-CONFIRMATION SUPPORT ===
Goal: Handle any post-purchase questions (order status, delivery updates) calmly
and professionally. Reassure the customer that the team is on it.

Script:
'[If customer asks about order status after confirmation]
[Let them know the team has their info and will be in touch with updates]
[Handle all post-purchase enquiries with patience and care]'

Not sure how to write your own Closing Flow? Copy the prompt below and paste it into ChatGPT or Claude:
I need a complete Closing Flow (sales conversation script) for a WhatsApp AI chatbot for my business.

My business details:
- Business name: [your business name]
- Product/service: [what you sell]
- Target customer: [who your customer is]
- Tone: [e.g. friendly, professional, casual Malay]
- Language: [Bahasa Malaysia / English / mix]
- Payment method: [e.g. bank transfer, COD]
- Delivery time: [e.g. 3 working days]
- Money-back guarantee: [yes/no]
- Contact for escalation: [phone number or team name]

Please write a 10-step Closing Flow. Each step must include:
1. Step title
2. What the AI needs to achieve in this step
3. An example script the AI should use

Steps: Greeting & Fact Finding, Consultation & Suggestion, Trust & Credibility, Pricing & FOMO, Rejection Handling, Collect Order Details, Detail Verification, Payment Instructions, Order Confirmation, Post-Confirmation Support.
  1. Click the AI Behaviour tab.
  2. Paste the generated System Prompt and Closing Flow into the editor.
  3. Adjust all details (prices, names, account numbers) to match your business.
  4. Click Save.

Training Data vs AI Knowledge

Keep Training Data short and focused. Put long product lists, detailed FAQs, and full catalogs in AI Knowledge instead - it's cheaper because the AI only reads what it needs.
Training Data (this page)AI Knowledge (separate page)
How it worksAI reads ALL of it before every replyAI only searches for what's needed
Best forShort, must-know info (hours, policies)Long content (product catalogs, FAQs)
CostUses more tokens (credits)Uses fewer tokens
When to useInfo the AI must ALWAYS knowInfo the AI looks up when asked

Common Questions

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