Give the agent knowledge

Import your website or write pages so its answers are accurate.

Role : ManagerDuration : 5 minOn : Web, Mac

Give the agent knowledge and have it book appointments
In this video · 7 chapters

Video in French with English subtitles. The English version is coming.

Before you start

Step by step

6 steps, about 5 min

Screenshots show Callizy in French. Button names are given in English.

  1. 1

    Open its knowledge

    20 s

    In AI voice agents, click your agent, then the Knowledge tab. Click Import from a URL.

    Administration/AI voice agents/your agent/Knowledge

    Open this screen in Callizy
  2. 2

    Import a page from your site

    30 s

    Paste the address of a page, for example your services page, then click Import. Callizy reads the page and formats it.

  3. 3

    Review, then add the page

    1 min

    Review the Page preview and correct it if needed. Too long? Clean with AI keeps the prices and the facts. Click Add page. One page at a time: do it again for your rates or your FAQ.

  4. 4

    Write what is not on your site

    2 min

    Click Create a page manually: a title, then your text, as in a document. Click Add page.

  5. 5

    Choose what it reads

    20 s

    Each page has its own switch: turned off, the agent no longer reads it. The pencil edits it.

  6. 6

    Test

    1 min

    On the agent’s card, click Test, then Call me. Ask it a question taken from your pages.

Key points

  • One page per topic: services, rates, service area, FAQ.
  • What is not written in any page, the agent cannot say: add it.
  • A page that is turned off stays saved: turn it back on whenever you want.

Not working?

Callizy shows “Import failed”
  1. Check that the address opens in your browser, without a password.
  2. Otherwise, copy the page’s text into Create a page manually.
Callizy shows “URL must start with http:// or https://”
  1. Paste the full address, for example https://yoursite.ca/services.
Callizy shows “No text content extracted from the page”
  1. The page is mostly made of images: write its content with Create a page manually.
Callizy shows “Title is required”
  1. Give the page a title, then click Add page.

Frequently asked questions

Do I need a website?
No. Write your pages yourself with Create a page manually.
My site changes: does the page follow?
The page keeps the imported text, as of the date shown under its title. After a change on your site, open it with the pencil and click Re-scrape: Callizy reads the page again.
My prices must be exact: how do I do that?
For prices, lead times or availability, a reference table is safer: see Create a reference table.

Video transcript

Camille's knowledge, and her appointments. In three minutes. Here's the result: Camille knows your services, and she puts appointments in your calendar, even when you're on a job site. To get there, you need Camille, your website address, and a Google, Microsoft 365 or Square account. In “AI voice agents”, click Camille, then the “Knowledge” tab. “Import from a URL”. Type the address of a page on your site, your services for example, then “Import”. Callizy reads the page and formats it. Read it over, fix what needs fixing. Too long? “Clean with AI” keeps the prices and the facts. “Add page”. One page at a time: do it again for your prices or your FAQ. What isn't on your site, write it: “Create a page manually”. A title, then your text, like in a document. “Add page”. Each page has its own switch: turned off, Camille no longer reads it. Now, appointments. In “Calendars”, click “Connect a calendar”. “Google Calendar”, “Microsoft 365” or “Square Appointments”. Here, Google. Give it a name, then “Continue”. Google asks you to allow access, then brings you back here: the calendar is active. Back to Camille, “Actions” tab. Open “Appointment booking”, click “Activate”, and choose your calendar. What she must ask before booking: here, the job address. The appointment duration: sixty minutes. Her availability: Monday to Friday, from 8 a.m. to 5 p.m. Under “Options”, the client confirmation: text, email, or “Both”. With Square, duration and hours are set in Square. On the phone, Camille checks your calendar before offering a time, asks for the job address, and books when the client says yes. Remember one rule. A connected calendar isn't enough. Until you activate it in her actions, Camille books no appointments. One last step: “Test Camille”. Your settings are saved, then she calls your mobile phone. “Call me”. Ask her a question from your pages, then ask for an appointment. At the end, the summary shows up here, and the appointment is in your calendar. Callizy, the phone that answers when you can't.Read the full transcript

Camille's knowledge, and her appointments. In three minutes. Here's the result: Camille knows your services, and she puts appointments in your calendar, even when you're on a job site. To get there, you need Camille, your website address, and a Google, Microsoft 365 or Square account. In “AI voice agents”, click Camille, then the “Knowledge” tab. “Import from a URL”. Type the address of a page on your site, your services for example, then “Import”. Callizy reads the page and formats it. Read it over, fix what needs fixing. Too long? “Clean with AI” keeps the prices and the facts. “Add page”. One page at a time: do it again for your prices or your FAQ. What isn't on your site, write it: “Create a page manually”. A title, then your text, like in a document. “Add page”. Each page has its own switch: turned off, Camille no longer reads it. Now, appointments. In “Calendars”, click “Connect a calendar”. “Google Calendar”, “Microsoft 365” or “Square Appointments”. Here, Google. Give it a name, then “Continue”. Google asks you to allow access, then brings you back here: the calendar is active. Back to Camille, “Actions” tab. Open “Appointment booking”, click “Activate”, and choose your calendar. What she must ask before booking: here, the job address. The appointment duration: sixty minutes. Her availability: Monday to Friday, from 8 a.m. to 5 p.m. Under “Options”, the client confirmation: text, email, or “Both”. With Square, duration and hours are set in Square. On the phone, Camille checks your calendar before offering a time, asks for the job address, and books when the client says yes. Remember one rule. A connected calendar isn't enough. Until you activate it in her actions, Camille books no appointments. One last step: “Test Camille”. Your settings are saved, then she calls your mobile phone. “Call me”. Ask her a question from your pages, then ask for an appointment. At the end, the summary shows up here, and the appointment is in your calendar. Callizy, the phone that answers when you can't.

Updated October 18, 2026

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