Navigating to knowledge bases
Go to AI Agents > Knowledge Base. All existing knowledge bases are listed with their creation date and time.Creating a knowledge base
Name it
Enter a unique name for the knowledge base. Choose something descriptive — for example, “Sales FAQ” or “Product Catalog.” Click Create.
You can add up to 15 knowledge bases per account.
Content source types
Web crawler
Web crawler
Crawl publicly available pages from your website to automatically extract and index content.URL types:
- Exact URL — a single specific page
- URL with path — all pages under a specific path
- Entire domain — all publicly accessible pages on the domain
- Google Doc — a publicly shared Google Doc (share settings must be “Anyone with the link”)
- Select the URL type
- Enter the URL
- Click Get Data to begin crawling
- Once complete, select individual URLs or Select all
- Save
FAQs
FAQs
Add specific question-and-answer pairs to handle common inquiries with precision.Click + Add Q&A, enter the question and its answer, then click Save. Add as many pairs as needed.FAQs are ideal for:
- Pricing and package details
- Business hours
- Cancellation and refund policies
- Service-specific instructions
Tables (CSV upload)
Tables (CSV upload)
Upload structured data from a spreadsheet as a CSV file (max 10MB, up to 20 columns).
- Upload the CSV file
- Enter a name for the table
- Review the automatically detected column schema
- Click Next to process
- Once processing completes, query the data using natural language in your bot
Rich text
Rich text
Write and format content directly in a rich text editor — no file upload needed. Ideal for:
- Company descriptions
- Service summaries
- Policy documents
- Quick knowledge updates
File upload
File upload
Drag and drop or select
.doc, .docx, or PDF files from your computer. The content is automatically extracted and indexed.Use for existing documentation, brochures, onboarding guides, or any structured document your bots should know.Managing knowledge bases
From the three-dot menu next to any knowledge base:- Edit — update the name, content sources, or FAQs
- Delete — permanently remove the knowledge base
Assigning a knowledge base to a bot
- Conversation AI: In bot settings under Bot Training, select up to 7 knowledge bases from the dropdown
- Voice AI: In agent goals, select a knowledge base during the Basic or Advanced mode setup
Best practices
Assign strategically
Assign strategically
Create separate knowledge bases for different teams or purposes — for example, one for sales (pricing, packages), one for support (troubleshooting, policies). This keeps each bot focused and accurate.
Keep content current
Keep content current
Update knowledge base content whenever your services, pricing, or policies change. Updates are reflected in bot responses immediately.
Monitor and refine
Monitor and refine
Review conversations where the bot gave incorrect answers. Add those corrections as FAQ entries in the relevant knowledge base.
Combine sources
Combine sources
Use the web crawler for general business information and FAQs for specific, critical answers. The combination produces the most accurate bot behavior.
.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=878008bf159fcc4964d0c0d508b6e400)
.png?fit=max&auto=format&n=EQK5eX9kTD8NzWwA&q=85&s=e7fddd192d86dd299bb26a190e6a7e96)