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Before your Pearl can answer questions accurately, it needs context. This step helps define the essential background information your agent will rely on during conversations.

Company NameGive your Pearl the name of the company it represents. This name may be used when Pearl introduces itself or provides company-related information.
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Company DescriptionAdd a brief company description including your industry, mission, or key services. This allows Pearl to answer questions with more contextual relevance.
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Pearl Knowledge BaseThis is where you teach Pearl what it needs to know to respond with relevance and accuracy. Add detailed information about your services, pricing, opening hours, locations, and any key operational data.
You can either write this content manually or upload a reference file.
Multiple documents can be added if needed. Supported formats: .doc, .docx, .txt, .pdf.
Whether you’re describing how your subscription plans work, listing available services, or clarifying your business hours, this section allows Pearl to access structured information that supports more precise answers.
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MemoryWhen enabled, Pearl remembers the user or lead, allowing it to seamlessly continue conversations from where they left off.
This feature is particularly useful for:
  • Multi-step processes
  • Follow-ups
  • Any scenario where continuity matters

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Example use case: Hospitality

Let’s say a guest checks into a hotel. Pearl can:
  • Remember their room number
  • Greet them by name
  • Recall their preferences (like “extra towels” or “no wake-up call”)
  • Offer a smooth, personalized experience every time they call
Resetting MemoryNeed a fresh start? Pearl’s memory can be reset via API.This is especially important in contexts like hospitality, where once a guest checks out, Pearl clears the slate, ensuring the next visitor starts with a clean experience.
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Speech Recognition KeywordsSome words are just… not in the dictionary. Whether you’re using brand-specific terms, creative product names, or industry jargon, teaching Pearl how to recognize them makes all the difference.Use this feature to define:
  • Keywords: The unique word or name you want Pearl to catch
  • Pronunciations: Variations of how users might say it (spoken form)

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Example

Let’s say your bakery sells a pastry called FluffoBun.Here’s how you’d define it:
  • Keyword: FluffoBun
  • Pronunciations: fluh-foh-bun, floof-oh-bun, fluff-bunb
    (Separate each pronunciation with a comma)
This helps Pearl match even creatively named terms to real user input, no matter how it’s pronounced.
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