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A knowledge base holds the information your agent draws on during conversations — FAQs, policies, product details, and support articles. Well-structured content here directly improves answer quality.

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Upload a document

Use this when you have files ready on disk.
  1. Go to Knowledge Base → Add Knowledge Base.
  2. In Knowledge Base Files, select or drag in PDF, DOC, DOCX, XLS, XLSX, CSV, or TXT files.
  3. Click Next, name the knowledge base, then Start Training.
  4. When training finishes, the content is available to any agent you link.
Tips
  • Use clear headings and sections in source documents.
  • To refresh content later, open the knowledge base and upload new files or remove outdated ones.

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Import from a URL

Use this for public help centers, product pages, or documentation sites.
  1. Go to Knowledge Base → Add Knowledge Base.
  2. Click Add a URL, paste the page URL, and click Next.
  3. The platform extracts text and follows links one level deep.
  4. Select the sub-pages to include, name the knowledge base, and click Start Training.
Tips
  • The URL must be publicly reachable (no login wall).
  • If a page mixes marketing copy with support content, a focused PDF upload is often more accurate.

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Verify your content

After training, click Test Knowledge to preview answers against the uploaded material. Adjust documents or URLs until responses match what you expect. Next: Creating Your First Agent