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of 6— Gather your key policies
What you'll accomplish
You'll have a Claude Project loaded with your company's key policy documents, product guides, and procedure notes. Instead of navigating your center's knowledge base during live calls, you'll ask a question in plain language and get the exact answer in seconds.
What you'll need
- Claude Pro account ($20/month at claude.ai)
- Text copies of your most-used KB articles or policy documents (copy-paste the text; no need to upload files with customer data)
- A list of your top 10-15 most common call types
- Time needed: 45-60 minutes to set up, including content gathering
- Cost: $20/month for Claude Pro
Set Up a Personal Knowledge Base Assistant
Step 1: Gather your key policies
Before setting up, collect the text from your most-used knowledge base articles:
- Open your center's KB
- Navigate to your top 10-15 most common call types
- Copy the text of each article (Ctrl+A, Ctrl+C)
- Paste into a text file or Google Doc temporarily
Focus on: Return/refund policies, billing dispute procedures, cancellation/retention flows, shipping exception handling, escalation triggers, common product FAQs.
Tools:Claude