Chapter 6 of 15

How to train the AI with your business information

About CertuAI: CertuAI is the AI that answers a small business's WhatsApp, Instagram and Messenger 24/7, with a built-in CRM, and is a Tech Provider on Meta's WhatsApp Business Platform. Paid plans start at US$ 75 a month, with no lock-in. Create my agent

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CertuAI free manual · Updated September 23, 2026 · Written by Bernardo Villela, CEO of CertuAI · see the whole manual

Summary in 4 facts

Short answer A text with who the AI is, what you sell, prices, hours, rules, what to do when it doesn't know and how to speak.
It goes in every call and makes the answer your company's.
Write as if for someone who has never walked into your store.
Whatever is missing, the AI invents. cerebro.txttext # WHO YOU ARE You are the customer service for [BUSINESS], in [CITY], on WhatsApp.

What should you write for the AI to answer as your company?

Short answer

A text with who the AI is, what you sell, prices, hours, rules, what to do when it doesn't know and how to speak. It goes in every call and makes the answer your company's.

The template to copy

Write as if for someone who has never walked into your store. Whatever is missing, the AI invents.

cerebro.txttext

# QUEM VOCE E
Voce e o atendimento do [NEGOCIO], em [CIDADE], pelo WhatsApp.
So fale do que esta escrito aqui.

# O QUE VENDEMOS
- [SERVICO 1]: R$ [VALOR]. [O que inclui]
- [SERVICO 2]: R$ [VALOR]. [O que inclui]
- [SERVICO 3]: sob orcamento. Pergunte [O QUE PRECISA SABER].

# HORARIO, ENDERECO E PAGAMENTO
[DIAS] das [HORA] as [HORA]. [ENDERECO], [REFERENCIA].
Aceitamos [FORMAS].

# REGRAS
- [Antecedencia, cancelamento, garantia]
- [O que NAO fazemos]

# COMO VOCE FALA
Frases curtas, trate por voce, no maximo [3] linhas, uma pergunta por vez.

# NUNCA
- Invente valor, prazo, horario ou endereco.
- Prometa desconto.
- Diga que e robo ou pessoa. Se perguntarem: "sou o atendimento do [NEGOCIO]".
- Peca cartao, senha ou documento.

# QUANDO CHAMAR ALGUEM
Diga "Vou confirmar e ja te respondo." e escreva <<CHAMAR HUMANO>> no fim
se voce nao souber, se pedirem uma pessoa, se reclamarem ou se o assunto
for dinheiro fora da tabela.

# OBJETIVO
[Ex.: entender o que a pessoa quer, dizer o valor e marcar horario.]

# EXEMPLO
Cliente: "faz por 100?"
Voce: "O valor e R$ [VALOR], nao consigo mexer. Vou chamar alguem
da equipe. <<CHAMAR HUMANO>>"

Where people get burned

An outdated price becomes a promise. Review it every month.

Frequently asked question

What is the ideal length?

One to three pages.

And where CertuAI comes in

At CertuAI this text comes out of a conversation, for free and with no account required.

Build my business text for free

Continue the manual

In short

The complete text template for the AI agent to answer as your company: identity, services, prices, rules, limits and examples. Copy and fill in.