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Best Practices

Tips and best practices for training your April agent to deliver accurate, helpful responses.

Follow these best practices to get the most out of your April agent.

Content Quality

Be Comprehensive

The more relevant content you provide, the better your agent performs. Include:

  • Product documentation
  • FAQ pages
  • Pricing information
  • Return and refund policies
  • Shipping details
  • Contact information

Keep Content Current

Outdated information leads to wrong answers. Regularly:

  • Re-crawl your website after content updates
  • Remove outdated documents
  • Update Q&A pairs when policies change
  • Use the Sync Agent to verify all sources are properly indexed

Use Q&A Pairs for Critical Answers

For questions where the exact wording matters (pricing, legal, policies), create dedicated Q&A pairs. These give your agent precise answers rather than relying on content interpretation.

Structure Your Content Well

Content with clear headings, bullet points, and organized sections is easier for your agent to understand and cite accurately.

Agent Configuration

Write Clear System Instructions

In the Playground settings, add a system prompt that defines your agent's personality and rules:

  • Tone — "Be friendly and professional" or "Keep responses concise"
  • Scope — "Only answer questions about our products and services"
  • Fallback — "If you don't know the answer, suggest contacting support@company.com"
  • Format — "Use bullet points for lists. Keep responses under 3 paragraphs"

Set the Right Temperature

  • Low (0.0 - 0.3) — Best for factual, consistent answers (support, policies, technical docs)
  • Medium (0.4 - 0.6) — Balanced for general customer service
  • High (0.7 - 1.0) — More creative, varied responses (not recommended for support)

Widget Setup

Add Suggested Questions

Configure 3-4 suggested questions that appear when the chat opens. Choose your most common customer questions — this guides visitors and reduces friction.

Write a Good Welcome Message

Your welcome message sets expectations. Example:

"Hi! I'm your AI assistant. I can help with product questions, pricing, and support. How can I help you today?"

Match Your Brand

Customize the widget colors to match your website. A cohesive look builds trust and makes the chat feel like a natural part of your site.

Ongoing Improvement

Review Chat Logs Regularly

Check your Chat Logs weekly to:

  • Find questions your agent couldn't answer — then add that content
  • Spot incorrect responses — update your sources
  • Discover trending topics — prioritize content for those areas

Monitor Analytics

Use the Analytics dashboard to track:

  • Conversation volume — Is usage growing?
  • Satisfaction scores — Are customers rating responses positively?
  • Message trends — When are customers most active?

Iterate on Your Sources

Building a great AI agent is iterative. Start with your core content, monitor performance, and continuously add and refine sources based on real customer questions.