Lists your agent can look up
Keep services, products, open roles or known issues as a list, and your agent quotes the exact row instead of describing it from memory.
Start a list
Open your agent, then Knowledge, then the Lists tab, and add a list.
Open positions, Services, Products, Workshops, Resources, Common questions or Known issues. Or start from nothing and name your own fields.
Your agent reads it before every answer to know what the list is for. “Roles currently open, with where they are and how to apply” works. “Positions” doesn’t.
Each entry has a Title, a Description and a Link, plus any fields you add: a price, a location, a date, a choice. Tick Your agent can narrow by this on a field to let your agent filter by it, such as “any roles in Berlin?”.
How your agent uses a list
- It brings a list up only when it answers what was asked.
- It quotes what the row says. Prices stay exactly as you typed them.
- If nothing matches, it says so. It never invents a price or a date.
- Untick Your agent can use this on an entry to hide it, for example a role you haven’t announced.
- Mark a link as a booking link and your Expert Twin shows Book a time. Cal.com and Calendly open inside the chat. Your test chat shows it too.
Keeping a list current automatically
For stock, prices or a big catalogue, point a list at a URL that returns your rows as JSON or CSV. Open the list’s Entries, match the feed’s columns to your fields, choose Daily, Hourly or Only when I ask, and press Set up feed. Sync now reads it straight away.
- Entries you typed by hand stay.
- Columns you didn’t match are ignored, never guessed at.
- A row that doesn’t fit your fields is skipped and reported.
Warning
Rows your feed stops listing are removed from the list. The feed decides when a synced row ends.
Limits
| Limit | Up to |
|---|---|
| Lists | 8 |
| Your own fields, per list | 12 |
| Entries, per list (and rows read from a feed) | 500 |
Your agent is told about every list and every filter before it answers, so each extra one makes every answer cost more. That is why there is a ceiling.
Good to know
- A list belongs to your account. Several agents can share one, so a price fixed once is right everywhere.
- Detach from this agent deletes nothing. Add to this agent puts it back as it was.
- Support Agents and Team Agents never show a booking button or link.