Knowledge Sources
Knowledge sources are materials and methodologies that help improve agent quality.
What is a Knowledge Source
A source contains:
Sales and negotiation techniques
Psychological approaches
Industry knowledge
Communication best practices
Source Categories
Sales
Sales techniques, objection handling, closing deals
Negotiations
Conducting negotiations, reaching agreements
Psychology
Understanding customers, empathy, working with emotions
Methodology
Structured work approaches
Custom
Your own materials
Built-in Sources
Constanta includes a library of ready sources:
SPIN selling techniques
Objection handling
Active listening
Building rapport
Built-in sources cannot be edited but can be used as a basis for creating your own.
Creating a Source
Go to Agent Training → Knowledge Sources
Click Create Source
Fill in parameters:
Name
Category
Author (optional)
Description
Content
Click Save
Source Parameters
Name
Source name
Category
Material type (sales, negotiations, etc.)
Author
Methodology author (optional)
Description
Brief description
Content
Full material text
Source Example
Name: Handling "Too Expensive" Objection
Category: Sales
Content:
Using Sources
Knowledge sources are applied:
Automatically — agent considers methodologies when communicating
In roles — as part of role instructions
In system instruction — references to specific techniques
Search and Filtering
Search — by name and content
Category filter — selecting source type
Type filter — built-in or custom
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