AI consultant for manufacturing and B2B: what to put in the knowledge base
What to load into the Craft AI agent's knowledge base so it advises manufacturing and B2B customers in Instagram Direct and Telegram and hands ready leads to a sales manager.
In short: put your models and prices, shipping and warranty terms, FAQs and the questions to ask before a handover into the Craft AI agent's knowledge base. Put who you are, one goal for the conversation and when to call a human into the communication rule. The agent reads the whole knowledge base in every reply, so trim anything you don't need.
Who it's for#
Manufacturers, distributors and B2B companies whose Instagram Direct or Telegram gets the same questions over and over: which model fits, how much it costs, lead times, warranty. The agent covers the first line: it advises, sends catalogues and videos and collects contact details. Deals, custom terms and complaints stay with a person.
A real example — an air purification equipment manufacturer — is in AI sales manager for Instagram and Telegram.
What to put in the knowledge base#
The Knowledge base holds up to 300,000 characters, pasted as text or uploaded as a file. For manufacturing and B2B, include:
- Product line and specs. Models, what each is for, how they differ, which to choose for which job
- List prices. If the price depends on volume or the project, say so, and say what the agent should answer then
- Shipping, lead times, warranty, service. What people ask before buying
- FAQs with answers. Take them from your managers' real chats
- Qualifying questions. What the agent must find out before a handover: room size, quantity, city, timing
The Communication rule holds up to 8,000 characters, and the agent follows it first:
- who you are and what you sell;
- one goal for the conversation, e.g. "get to a lead with a phone number";
- when to call a human: a custom project, a discount beyond the price list, a complaint, a service breakdown;
- what not to promise: timelines you don't control, prices outside the list;
- short replies: 2–4 sentences and one question at the end.
💡 You don't have to retype catalogues, PDFs and videos into the knowledge base. Build funnels with them and tick them under "Materials the agent sends on its own" — the agent sends the right one when a customer asks.
How to set it up#
- Connect Instagram under Accounts; for Telegram, connect your own bot (and Telegram Business if you need it)
- Open Automations → AI agent and pick the account in the Account list
- Fill in the communication rule and knowledge base using the lists above
- Turn on "Hand ready-to-buy leads over to you" and connect a Telegram leads group: make the bot an admin, tick the group and press Send a test
- For B2B, turn on Strict handover: a manager gets the sale only once it's clear what the customer needs and they've left a phone, email or messenger themselves
- Tick the materials — funnels with catalogues and videos. Name them clearly: "Video — JET+ maintenance", "EN Video — JET+ maintenance"
- Choose a model and turn the agent on
Every setting in detail: AI agent in Instagram Direct. You can also set it all up in plain words through Claude or ChatGPT with the Craft MCP connector; the AI turns the agent on only after your "yes".
⚠️ A bigger knowledge base means a pricier reply. Up to 15,000 characters of rules plus knowledge base cost the base price; after that the price rises every 15,000 characters. On the recommended Claude Haiku 5.5 a reply costs 1 credit at every size in the table. The table is in AI agent in Instagram Direct.
🔴 Out of credits — the agent stays silent. New messages go unanswered until you top up. Craft warns you by email, in Telegram and in the bell.
💡 Manufacturing customers often send photos of equipment, model plates or breakdowns. The agent understands photos and answers based on them; photos cost no extra credits.
Not available yet#
- The agent works in Instagram and Telegram. It isn't in VK, MAX or WhatsApp yet
- The agent doesn't read stickers or reposts
- Instagram only allows replies within 24 hours of the customer's last message
- Craft doesn't see calls or chats in other messengers
FAQ#
Can I upload a price list as a file?#
Yes. The knowledge base can be pasted as text or uploaded as a file, up to 300,000 characters.
Will the agent give discounts on its own?#
It follows your communication rule. Write in the rule that discounts beyond the price list and custom terms are a reason to hand the customer to a person.
Where do leads go?#
To a Telegram leads group or chosen people. The manager gets a summary: task, parameters, chosen option, stage, contact and next step.
Will the agent reply to someone who sent a keyword?#
No. If a funnel fired, the agent stays silent. It replies only to people no funnel caught.
How much does a reply cost?#
From 1 credit on the recommended model. Comparison with a human manager: How much an AI manager in Direct costs.