# Chatbase FAQ File Template: Free Sample to Train an Agent

> A free 22-question FAQ .txt file for training a Chatbase agent: what is in it, how to upload it, and how to rewrite it for your own business.

Source: https://learn.ynteractive.com/content/blog/chatbase-faq-file-template · Updated 2026-10-20 · Free from Stepthrough (https://learn.ynteractive.com)

Quick answer

This free template is the exact FAQ file used to train the agent in the [Chatbase FAQ support agent lesson](https://learn.ynteractive.com/content/chatbase-ai-agent-answer-customer-faqs): a plain .txt file with 22 questions and answers for Juniper Lane Bookkeeping, a made-up five-person firm. You can [download the sample FAQ](https://learn.ynteractive.com/templates/juniper-lane-bookkeeping-faq.txt), upload it to Chatbase as it is to practise, then replace the answers with your own. Every name, price, address and phone number in it is made up.

Last updated October 20, 2026

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By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 20, 2026 · Updated October 20, 2026 · 5 min read

Chatbase · Templates · Customer Support · FAQ

## What is in the Chatbase FAQ template?

The file opens with three header lines: the title "Juniper Lane Bookkeeping: Customer FAQ", a note that the business and every detail are made up, and "Last updated: October 2026". Then come five sections, each a block of plain Q: and A: pairs.

| Section | Questions | What they cover |
| --- | --- | --- |
| ABOUT US | 4 | Who the firm is, office hours, location and [service area](https://learn.ynteractive.com/content/glossary/service-area), how to contact |
| SERVICES AND PRICING | 6 | Monthly bookkeeping, payroll, catch-up work, tax returns, software, setup fee |
| BOOKING AND GETTING STARTED | 4 | Free consultation, what to bring, how soon work starts, contract length |
| BILLING, REFUNDS AND CANCELLING | 4 | When you are billed, refunds, how to cancel, late payment |
| WORKING WITH US | 4 | Sending documents, monthly reports, who works on your books, talking to a person |

A few answers show the level of detail that makes an agent useful. Monthly bookkeeping "starts at $350 a month for businesses with up to 100 transactions a month." Payroll is "$60 a month plus $8 per employee per pay run." The tax return answer is a plain no, followed by what the firm does instead. The refund answer separates three cases: months not started, setup fees and finished catch-up work.

## Why is the file written this way?

Each choice in the file heads off a problem you would otherwise see in the Playground.

- **One question per Q: line, in the customer's words.** "Do you prepare tax returns?" is how people ask, so the agent has a close match to work from.
- **Exact numbers and dates.** Hours are "8:30 AM to 5:00 PM Eastern", and the Saturday season is "February 1 to April 15". The agent answered "Are you open on a Saturday in March?" correctly because the dates were there.
- **Things the firm does not do.** A clear no stops the agent from being helpful in the wrong direction.
- **A last question about talking to a person.** "Can I talk to a person?" gives the email and phone and says the chat assistant will point you to a person when it cannot answer. It matches the [fallback answer](https://learn.ynteractive.com/content/glossary/chatbot-fallback-response) in the agent's [Guardrails](https://learn.ynteractive.com/content/glossary/guardrails).
- **A safety line.** The documents answer asks clients to use the secure portal and not to email bank statements or Social Security numbers. That pairs with the Guardrail that bans asking for them in the chat.
- **A date at the top.** "Last updated" reminds whoever owns the file that the agent is only as current as this text.

## How do I upload the template to Chatbase?

These are the lesson's steps, in the real app:

1. Click **New AI agent**.
2. On **How would you like to train your AI Agent?** leave the website box empty and click **Add Notion, Files, Text and more**.
3. Click **File**, then click the upload area or drag in **juniper-lane-bookkeeping-faq.txt**.
4. Under **Other sources** you should see 1 File, 4 KB. Click **Continue**.
5. Skip the tech stack screen, pick **Chat bubble** and click **Continue**.
6. Open **Build > Data sources** and confirm the file is listed with **Last synced** at the top.

The file becomes the agent's [knowledge base](https://learn.ynteractive.com/content/glossary/knowledge-base). Then add the lesson's General text and Guardrails before you test.

## Try it free, step by step

**Chatbase: Answer Customer FAQs with an AI Agent**. A business case for a small firm that answers the same customer questions every week: build a Chatbase AI agent on your FAQ in the real app, make it say when it does not know, test it, get the chat… You do every step yourself in a practice copy of Chatbase, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts.

[Start the free lesson](https://learn.ynteractive.com/modules/chatbase-faq-support-agent)

[Or read the full step-by-step guide](https://learn.ynteractive.com/content/chatbase-ai-agent-answer-customer-faqs)

## How do I adapt the template for my business?

Work through it in this order:

1. **Keep the structure.** Five headed sections and Q:/A: pairs are easy for you to maintain and easy to read back.
2. **Rewrite ABOUT US first.** Say what you do, and in one sentence what you do not do. Copy that sentence into the agent's **General** text too.
3. **Replace every number.** Prices, hours, dates, notice periods. Delete any line you cannot answer with a real fact rather than leaving the sample in.
4. **Use your customers' wording.** Pull the questions from a few weeks of real emails.
5. **Keep a "talk to a person" answer** with your real email and phone, and use the same contact details in the Guardrails fallback.
6. **Change the header.** Remove the made-up note and set "Last updated" to today.
7. **Save it in a format Chatbase reads.** The Add File panel lists pdf, doc, docx and txt. Plain .txt is the safest, and a PDF needs selectable text.

## How do I check my version works?

Ask the agent questions straight from your file, then a few that are worded differently, then one the file does not answer. The lesson's three tests from the sample are a good pattern: a service you do not offer, a seasonal hours question and a refund question with timing. For the unknown question, you want the fallback, not a guess. If an answer is wrong after launch, **Revise answer** in the chat logs saves the fix as a new Q&A source, but the cleaner long-term fix is to add it to the file.

## Key takeaways

- The template is a 22-question .txt FAQ in five sections, all made up, ready to upload.
- Exact numbers, clear "we do not" lines and a talk-to-a-person answer make the agent's answers reliable.
- Upload it with **Add Notion, Files, Text and more** and **File**, then confirm **Last synced**.
- Replace every fact with your own, keep the structure and update the date when anything changes.

See how other roles would use the same file in [Chatbase Use Cases by Role](https://learn.ynteractive.com/content/blog/chatbase-use-cases-by-role), get quick answers in [Chatbase Questions Answered](https://learn.ynteractive.com/content/blog/chatbase-questions-answered), print the [cheat sheet](https://learn.ynteractive.com/content/cheat-sheets), or find Chatbase in the [AI tools directory](https://learn.ynteractive.com/content/ai-tools/customer-support-chatbots#tool-chatbase).

## Frequently asked questions

**Is the template free?**

Yes. It is a plain .txt file you can [download](https://learn.ynteractive.com/templates/juniper-lane-bookkeeping-faq.txt) and edit in any text editor.

**Can I upload it as a Word file or PDF instead?**

Chatbase's Add File panel lists pdf, doc, docx and txt, so yes. If you use a PDF, make sure the text is selectable.

**How long should my FAQ be?**

The sample has 22 questions and is 4 KB. Start with the questions you get most, and add more as the chat logs show what people really ask.

**Do I need to re-upload the file when a price changes?**

Update the source whenever a price or policy changes. The lesson's advice is to keep one clean FAQ file, update it and upload it again, so the agent and your team say the same thing.

**Can I use the sample answers for my business?**

No. They are invented for a made-up firm. Use the file for practice and for its structure, then replace every answer with your own facts.

## Free lessons in this post

- [Chatbase: Answer Customer FAQs with an AI Agent](https://learn.ynteractive.com/content/chatbase-ai-agent-answer-customer-faqs): A business case for a small firm that answers the same customer questions every week: build a Chatbase AI agent on your FAQ in the real app, make it say when it does…

## Watch it in a free lesson: A Support Agent That Answers from Your Own Docs

### A Support Agent That Answers from Your Own Docs: video walkthrough

Full walkthrough · 2:23 · with captions

Turn an n8n chat agent into a support agent that answers only from your policies in a Google Doc, refuses what it should, and hands off to a person by email. The whole lesson narrated step by step, recorded in Stepthrough’s simulated practice environment.

[Watch it with chapters and the full transcript](https://learn.ynteractive.com/content/support-agent-answers-from-your-docs-n8n#watch)

From the free lesson [A Support Agent That Answers from Your Own Docs](https://learn.ynteractive.com/content/support-agent-answers-from-your-docs-n8n)

## Related terms

Plain-English definitions, each with an example from a free lesson.

[Service area](https://learn.ynteractive.com/content/glossary/service-area) · [Guardrails](https://learn.ynteractive.com/content/glossary/guardrails) · [Chatbot fallback response](https://learn.ynteractive.com/content/glossary/chatbot-fallback-response) · [Edge case](https://learn.ynteractive.com/content/glossary/edge-case) · [Human handoff](https://learn.ynteractive.com/content/glossary/human-handoff) · [Ticket deflection (deflection rate)](https://learn.ynteractive.com/content/glossary/ticket-deflection) · [Chatbot](https://learn.ynteractive.com/content/glossary/chatbot) · [Embed code](https://learn.ynteractive.com/content/glossary/embed-code)

[The full AI glossary](https://learn.ynteractive.com/content/glossary)

## Keep reading

- [Chatbase Questions Answered: How the FAQ Agent Works](https://learn.ynteractive.com/content/blog/chatbase-questions-answered): How does Chatbase work? Plain answers on sources, file types, Guardrails, the Playground, the chat bubble, message credits, pricing and fixing answers.
- [Chatbase Use Cases for Office and Client-Facing Roles](https://learn.ynteractive.com/content/blog/chatbase-use-cases-by-role): Chatbase use cases by role: how office managers, accountants, customer success, HR, agency owners and consultants can run the same FAQ agent build.
- [Chatbase FAQ Agent: 9 Mistakes and How to Fix Them](https://learn.ynteractive.com/content/blog/chatbase-faq-agent-mistakes): Chatbase FAQ agent mistakes from a real build: no fallback rule, a scanned PDF, the bubble left disabled, Specific domains off, unread chat logs and more.

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