Building a Knowledge Base
Give your agents the material they answer from.
Give your agents the material they answer from.
Steps
Knowledge bases
An agent with no knowledge base can only work from its instructions. Give it one and it can answer from your actual pricing, policies, and FAQs.
Three ways in
There are three ways to add material: paste it in as text, upload a file, or point us at a website.
Pasting it in
Text is the quickest. Name it something the agent will recognise — FAQ, or Pricing — and paste the content straight in.
Uploading a document
File Upload takes a PDF, a Word document, a spreadsheet, even audio. Useful when the material already exists as a document.
Reading your website
Web Scrape reads your site. Give it a starting address and it finds the pages underneath, so your public content becomes something the agent can quote.
Managing them
Everything you've added is listed below, searchable once you have a few.
Attaching one
Knowledge bases are reusable. Build one and attach it to as many agents as you like from the Knowledge Base panel on the agent form.