Knowledge Bases
Knowledge Bases hold the content your agent uses to answer questions — website pages, PDFs, help articles, policies, FAQs. The AI searches this content using semantic search (RAG) to find relevant answers.
Creating a knowledge base
Go to Knowledge & Data in the left nav → New Knowledge Base. Give it a name.
Adding sources
Click Add Source inside any knowledge base. Choose a type:
Website — enter a URL and choose crawl depth: this page only, this page + subpages, or full site.
PDF Document — upload one or more PDFs. Text is extracted and indexed automatically.
CSV / Excel — upload a spreadsheet. Good for reference data like pricing sheets. For product inventory, use a Product Catalog instead.
Text / Markdown — paste or type content directly. Good for policies, FAQs, or any content that doesn't exist as a file.
Q&A Pairs — add structured question-and-answer pairs. The most reliable format for FAQ content — the AI matches user questions directly to your answers.
Training
After adding or updating sources, click Update Training. Status shows:
- Trained — ready
- Training — indexing in progress (usually under a minute)
- Error — check the source URL or file
Linking to agents
Agent → Knowledge tab → select the KBs this agent should use. An agent can use multiple knowledge bases.
Tips
- Keep each KB focused on one topic — easier to update and more accurate retrieval
- Q&A pairs work best where exact question wording matters
- Re-train after any significant content update