Knowledge Base

Add your business information for smarter AI responses

Manage Knowledge Base

Overview

The knowledge base is where you store all the information your AI uses to answer questions. When a visitor asks something, the AI searches through your knowledge base to find relevant content and uses it to generate accurate, helpful responses.

The quality of your AI's responses directly depends on the quality and completeness of your knowledge base. The more comprehensive your knowledge base, the better your AI will perform.

Content Sources

You can add content to your knowledge base from multiple sources:

PDF Documents

Upload PDF files like product catalogs, manuals, policies, or any documentation. The system extracts all text content automatically.

Web Pages (URLs)

Provide a URL and the system will extract the text content from that page. Great for adding specific pages like FAQs, about pages, or product pages.

Website Crawl

Automatically discover and extract content from multiple pages on your website. The crawler follows links to find all relevant pages.

Videos

Upload video files directly. The system extracts transcripts so your AI can answer questions about video content.

Plain Text

Paste or type text directly. Perfect for FAQs, policies, product descriptions, or any custom information you want the AI to know.

HTML Files

Upload .html files and the system will extract the text content. Useful when you have saved web pages or HTML documents.

Real-Time Data Feed

Connect to a live data source that updates automatically. The AI always has access to the latest information.

Bulk Upload

Upload multiple files at once to quickly populate your knowledge base with lots of content.

Note: Looking to display product cards in chat? That's a separate feature called Product Cards, which lets your AI show visual product cards with images, prices, and buy buttons.

Website Crawling

The website crawler is one of the most powerful ways to populate your knowledge base. You can choose between two crawl modes:

Crawl Modes

Automatic

The crawler starts from your homepage and automatically discovers pages by following links. Best for crawling your entire website or a large section of it.

Manual

You specify exact URLs to crawl (comma-separated). Best when you only want specific pages added to your knowledge base.

Crawl Limits by Plan

Plan Max Crawled Pages
Free 100 pages
Starter 500 pages
Standard 1,000 pages
Pro 5,000 pages

Tip: Start by crawling your most important pages first - product pages, FAQs, and service descriptions. Avoid adding inaccurate or outdated information, as this will affect the quality of your AI's responses.

Crawl may be blocked: Some websites use Cloudflare or similar security services that may block the crawler. If your crawl returns fewer pages than expected or fails, you have alternatives: add content manually using the Text option, save pages as HTML files and use Bulk Upload, or add individual URLs one at a time.

How It Works

When you add content to your knowledge base, the system processes it in several steps:

  1. Content Extraction: Text is extracted from your source (PDF, URL, video transcript, etc.)
  2. Chunking: The content is split into smaller, manageable chunks for efficient searching
  3. Embedding: Each chunk is converted into a numerical representation (embedding) that captures its meaning
  4. Indexing: The embeddings are stored in a searchable index

When a visitor asks a question:

  1. The question is converted into an embedding
  2. The system finds the most relevant chunks from your knowledge base
  3. These chunks are included in the AI's context
  4. The AI generates a response based on the relevant information

Managing Your Knowledge Base

You can manage your knowledge base from the Dashboard:

  • View Items: See all content you've added with source type and date
  • Preview Content: Click on any item to see its extracted text
  • Delete Items: Remove content that's no longer relevant
  • Add New Content: Use the "Add Knowledge" buttons to add more sources

Best Practices

Content Quality

  • Add accurate, up-to-date information
  • Include common questions and their answers
  • Cover all your products and services
  • Add policies (shipping, returns, privacy) that customers ask about
  • Include contact information and business hours

Organization

  • Use descriptive names when adding content
  • Remove outdated information promptly
  • Update content when your business information changes
  • Regularly review what content is being used

Optimization

  • Check Knowledge Gaps to find questions your AI couldn't answer
  • Test your AI with common customer questions
  • Add content for topics where the AI struggles
  • Keep content focused and relevant to your business

Note: Changes to your knowledge base take effect immediately. There's no need to republish or restart anything.