How to Train an AI Agent on Your Company Documents

To train an AI agent on company documents, you attach the documentation it should answer from — a policy, a manual, a knowledge base — and the agent uses that content as the basis for its replies rather than general knowledge.

Why generic AI answers are not enough internally

An assistant that answers well in general will answer confidently and incorrectly about your company, because it has never seen your rules.

Policy questions answered from assumption rather than your actual policy
Process explanations that describe how other companies work
No way to update the answer when the policy changes
Employees checking with a colleague anyway, so nothing was saved

What can serve as a knowledge base

Source	Typical use
Internal documentation	Product, process, and system questions
HR policies	Vacation, reimbursement, and benefits questions
Public links	Published pages you want the agent to reference
Platform tables	Questions about live records, not static rules

How to configure it in Jestor

Create the agent in Jestor and give it instructions describing its role.
Attach the documents that form its knowledge base.
Add public links if part of the source material is published online.
Leave the table selection empty when the questions are about rules rather than records.
Test with a real question and refine the prompt based on what comes back.

Why choose Jestor for document-grounded agents?

Jestor lets an agent answer in the language the question was asked in, even when the source documentation is written in another — so a question in Portuguese against English documentation still gets a Portuguese reply.

Because the knowledge base is a set of attached documents, updating the policy updates the answer. There is no retraining cycle to schedule.

Frequently Asked Questions

Does the documentation have to be in the same language as the question?

No. The agent answers in the language of the question.

How do I update what it knows?

By updating the attached documents. See jestor.com.

Can it combine documents and live data?

Yes, using a table alongside the attached documents.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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