How Do I Train Bebop to Understand My Business? | Add Your 'Products' and Upload Sales Documents

With comprehensive sales playbooks and built-in coaching, Bebop eliminates prep overload. By adding Products and uploading Documents, you give Bebop the context it needs generate tailored, on-brand research and messaging in real time.

A Product in Bebop is like a 'Sales Kit' for the specific services, features, or business offerings you are selling. When you upload content documents to a product folder, Bebop uses it to learn, and deliver more accurate responses in chats, playbooks, and prospect research.

How to create  a Product

1. Go to your “My Bebop” tab.

2. Scroll Down to the “My Products” section.

3. Select “Create New.”

4. Name your product based on your sales offering (e.g., “Payroll Software,” “Capital Loans"). You can also put a description.

5. Choose which team needs access to the information about this product that you will be uploading by assigning a team

6. Click “Create.”

Your new product will now appear under your Products list.

Upload Your Product Documents (Content and information to train Bebop about this product)

Once a product is created, it’s time to upload your Product Documents. This is how you train Bebop to speak your language. When you provide  the right content, your sales team gets smarter, more relevant AI support.

There are two ways to upload Product Documents to your Bebop account.

Upload documents when creating your product

1. After creating your product, you will be directed to add a product document inside the product folder itself

2. Click 'New Document' to begin uploading your sales documentation into your Bebop
3. If you have already created documents, you can also simply assign these documents to be related to the specific Product you have created
   
   

Upload documents later in the Product Documents section

1. Click “Create New”

2. Choose which product this document is related too
3. You can either paste in your document content or Select a file to upload (.PDF, .DOCX, or .TXT).

4. Click "Create."

What Information Should I Upload to Bebop?

Upload content that shapes how your team communicates and sell. Examples include:

• Sales pitch decks

• Common email templates

• Tone of voice guidelines

• Product or service breakdowns

• Objection handling frameworks

• Mission statements or values

• Sales process documentation

• FAQ sheets

• Competitive positioning

Assigning Products to Teams (Bebop Teams Plans Only)

In the Teams plan, you can create different Teams inside your account to group users who work on specific offerings. Once a team is created, you can assign Products to them, so members of that team will have access to the most relevant materials.

To assign Products to a Team:

1. Navigate to the My Teams section.

2. Click into the desired Team.

3. Navigate to the Product section.

4. Select which Products this team should have access to.

Each team member will now automatically see those assigned Products within their Bebop workspace. This ensures everyone is aligned with the correct messaging, research, and collateral.