Knowledge Base Templates
Get started faster with proven knowledge templates for different types of businesses. Copy and customize these examples for your own agent.
How to Use These Templates
- Choose your business type from the options below
- Copy the template content that fits your needs
- Customize the information with your specific details
- Upload as custom text in your knowledge base
- Test with your agent to see how it works
🏢 Service Business Template
Perfect for consultants, agencies, freelancers, and professional services.
Company Overview
About [Your Company Name]
We are [brief description of what you do] serving [target audience] in [location/area].
Our mission: [Your mission statement]
Founded in [year], we have [X years] of experience helping clients with [main service areas].
What makes us different:
- [Key differentiator 1]
- [Key differentiator 2]
- [Key differentiator 3]
Services and Pricing
Our Services
1. [Service Name 1]
- What's included: [List key features]
- Best for: [Type of client/situation]
- Pricing: [Price range or structure]
- Timeline: [How long it takes]
2. [Service Name 2]
- What's included: [List key features]
- Best for: [Type of client/situation]
- Pricing: [Price range or structure]
- Timeline: [How long it takes]
3. [Service Name 3]
- What's included: [List key features]
- Best for: [Type of client/situation]
- Pricing: [Price range or structure]
- Timeline: [How long it takes]
Process and FAQ
How We Work
Step 1: [Initial consultation/discovery]
Step 2: [Planning/proposal phase]
Step 3: [Implementation/delivery]
Step 4: [Review/follow-up]
Frequently Asked Questions
Q: How much do your services cost?
A: [Pricing explanation with ranges or contact info]
Q: How long does a typical project take?
A: [Timeline information]
Q: Do you work with businesses in [location]?
A: [Geographic service area information]
Q: What information do you need to get started?
A: [Requirements for new clients]
Q: Do you offer payment plans?
A: [Payment options and terms]
🛒 E-commerce Template
Perfect for online stores, retail businesses, and product sellers.
Product Information
Product Categories
[Category 1]
- [Product 1]: [Brief description, price, key features]
- [Product 2]: [Brief description, price, key features]
- [Product 3]: [Brief description, price, key features]
[Category 2]
- [Product 1]: [Brief description, price, key features]
- [Product 2]: [Brief description, price, key features]
- [Product 3]: [Brief description, price, key features]
Best Sellers
1. [Product name] - [Why it's popular]
2. [Product name] - [Why it's popular]
3. [Product name] - [Why it's popular]
Shipping and Returns
Shipping Information
- Free shipping on orders over $[amount]
- Standard shipping: [timeframe] - $[cost]
- Express shipping: [timeframe] - $[cost]
- International shipping: [availability and info]
Return Policy
- [X]-day return policy
- Items must be [condition requirements]
- Return shipping: [who pays]
- Refund processing time: [timeframe]
- Exchange policy: [details]
Order Tracking
Customers can track orders by:
1. [Method 1 - email link, account portal, etc.]
2. [Method 2]
3. [Method 3]
Size and Product Guides
Size Guide
[For clothing/shoes/accessories]
- Size chart: [Link or measurements]
- Fit guide: [How items typically fit]
- Between sizes? [Recommendation]
Product Care
[Product Type 1]
- Care instructions: [How to maintain]
- What to avoid: [Common mistakes]
[Product Type 2]
- Care instructions: [How to maintain]
- What to avoid: [Common mistakes]
🏥 Healthcare/Medical Template
Perfect for medical practices, dentists, therapists, and healthcare providers.
Services and Treatments
Our Services
[Service Category 1]
- [Treatment 1]: [What it treats, process, timeline]
- [Treatment 2]: [What it treats, process, timeline]
- [Treatment 3]: [What it treats, process, timeline]
[Service Category 2]
- [Treatment 1]: [What it treats, process, timeline]
- [Treatment 2]: [What it treats, process, timeline]
Preventive Care
- [Service 1]: [Frequency, importance]
- [Service 2]: [Frequency, importance]
- [Service 3]: [Frequency, importance]
Appointments and Procedures
Scheduling Appointments
- Online booking: [Available through website/portal]
- Phone booking: [Phone number and hours]
- Same-day appointments: [Availability]
- Emergency appointments: [Process]
Before Your Appointment
- Arrive [X] minutes early
- Bring: [Insurance card, ID, medication list, etc.]
- Forms to complete: [What patients need to fill out]
- Parking information: [Where to park]
Insurance and Payment
- We accept: [List of insurance providers]
- Payment options: [Cash, card, payment plans]
- Cost estimates: [How patients can get pricing info]
💻 SaaS/Technology Template
Perfect for software companies, apps, and technology services.
Product Features
[Product Name] Features
Core Features
- [Feature 1]: [What it does, benefit]
- [Feature 2]: [What it does, benefit]
- [Feature 3]: [What it does, benefit]
Advanced Features
- [Feature 1]: [What it does, who it's for]
- [Feature 2]: [What it does, who it's for]
- [Feature 3]: [What it does, who it's for]
Integrations
We integrate with:
- [Integration 1]: [What it connects to]
- [Integration 2]: [What it connects to]
- [Integration 3]: [What it connects to]
Pricing and Plans
Pricing Plans
Starter Plan - $[price]/month
- [Feature list]
- [User limits]
- [Support level]
- Best for: [Type of user]
Professional Plan - $[price]/month
- Everything in Starter
- [Additional features]
- [Higher limits]
- Best for: [Type of user]
Enterprise Plan - Custom pricing
- Everything in Professional
- [Enterprise features]
- [Custom support]
- Best for: [Large organizations]
Free Trial: [Length] with no credit card required
Support and Technical Info
Getting Started
1. Sign up for free trial
2. Follow setup wizard
3. Import your data (optional)
4. Invite team members
5. Start using [product name]
Technical Requirements
- Browser support: [List browsers]
- Mobile app: [iOS/Android availability]
- Internet connection: [Requirements]
- System requirements: [Any specific needs]
Support Options
- Help center: [Available 24/7 with articles]
- Email support: [Response time]
- Live chat: [Availability hours]
- Phone support: [For which plans]
🎓 Education Template
Perfect for schools, training companies, online courses, and educational services.
Programs and Courses
Our Programs
[Program 1]
- Duration: [Length of course/program]
- Format: [Online, in-person, hybrid]
- Prerequisites: [Any requirements]
- What you'll learn: [Key outcomes]
- Price: [Cost and payment options]
[Program 2]
- Duration: [Length of course/program]
- Format: [Online, in-person, hybrid]
- Prerequisites: [Any requirements]
- What you'll learn: [Key outcomes]
- Price: [Cost and payment options]
Certification
- [Certification name]: [Requirements to earn]
- Recognition: [Industry acceptance]
- Renewal: [If needed, process]
Enrollment and Scheduling
How to Enroll
1. [Step 1 - application, registration, etc.]
2. [Step 2 - payment, documents, etc.]
3. [Step 3 - confirmation, start date, etc.]
Class Schedule
- [Program 1]: [Days, times, duration]
- [Program 2]: [Days, times, duration]
- Make-up classes: [Policy for missed sessions]
Requirements
- [Age/education requirements]
- [Materials needed]
- [Technology requirements for online]
- [Payment policies]
📞 Local Business Template
Perfect for restaurants, salons, auto repair, and other local service businesses.
Location and Hours
Visit Us
Address: [Full address]
Phone: [Phone number]
Email: [Email address]
Hours
Monday: [Hours]
Tuesday: [Hours]
Wednesday: [Hours]
Thursday: [Hours]
Friday: [Hours]
Saturday: [Hours]
Sunday: [Hours]
Parking: [Information about parking]
Public Transportation: [Nearby options]
Services and Menu
[For restaurants - Menu highlights]
[For services - Service list]
Popular Items/Services
1. [Item/Service 1] - [Price] - [Description]
2. [Item/Service 2] - [Price] - [Description]
3. [Item/Service 3] - [Price] - [Description]
Special Offers
- [Daily specials]
- [Happy hour/discount times]
- [Loyalty program]
- [Group rates]
Booking and Policies
Reservations
- Phone: [Number]
- Online: [Booking system]
- Walk-ins: [Policy]
- Group bookings: [Special process]
Policies
- Cancellation: [How much notice needed]
- Payment: [Accepted methods]
- Gratuity: [Policy]
- Age restrictions: [If any]
🎨 Creative Services Template
Perfect for photographers, designers, artists, and creative professionals.
Portfolio and Services
What We Create
[Service Category 1]
- [Specific service]: [Description, typical use]
- [Specific service]: [Description, typical use]
- [Specific service]: [Description, typical use]
[Service Category 2]
- [Specific service]: [Description, typical use]
- [Specific service]: [Description, typical use]
Style and Approach
Our work is characterized by: [Your unique style/approach]
We specialize in: [Specific niches or industries]
Perfect for clients who want: [Target client description]
Process and Investment
How We Work Together
1. Initial Consultation
- [How long, in-person or virtual]
- [What we discuss]
- [Any cost]
2. Proposal and Planning
- [Timeline for proposal]
- [What's included]
- [Revision process]
3. Creation Phase
- [Timeline]
- [Client involvement]
- [Progress updates]
4. Delivery and Revisions
- [Delivery format]
- [Revision rounds included]
- [Final file formats]
Investment Ranges
- [Service type]: $[range]
- [Service type]: $[range]
- [Service type]: $[range]
Payment terms: [Deposit and payment schedule]
Customization Tips
✅ Make It Yours
- Replace all bracketed placeholders with your information
- Use your brand's tone of voice
- Add specific details that set you apart
- Include real prices, timelines, and processes
📝 Keep It Updated
- Review monthly for outdated information
- Update prices and offerings as they change
- Add new frequently asked questions
- Remove services you no longer offer
🧪 Test and Improve
- Ask your agent questions customers would ask
- Notice where answers could be clearer
- Add missing information you discover
- Get feedback from colleagues or customers
Ready to Build Your Knowledge Base?
✅ Copy and customize the template that fits your business
📄 Upload as custom text in your knowledge section
🧪 Test with real questions customers ask
🔄 Refine and improve based on results
Need help customizing your knowledge base? Contact us at contact@optimly.io