The Knowledge tab is where you upload the source material your agent draws from. When a visitor asks a question, the agent searches this knowledge first and cites it in its answer.
What you can add
- Files — PDFs, text, markdown, Office docs.
- URLs — webpages or whole sites the agent should crawl and remember.
- Plain text snippets — facts, FAQs, policies pasted directly.
Tips
- More isn't always better — focused, high-quality sources outperform a giant pile.
- Re-crawl URLs when the source changes; the agent doesn't fetch live pages.
- Remove outdated docs to prevent the agent from quoting stale info.
What sources are best?
- Your homepage + key product pages — what you actually sell.
- FAQ / help center — the answers customers already ask.
- Shipping & returns policy — high-frequency questions, easy wins.
- About / story page — gives the agent voice and context.
What to avoid
- Internal docs that contradict your public site.
- Outdated PDFs (old prices, expired promos).
- Massive PDFs of everything you've ever written — quality beats volume.
Re-crawling URLs
URLs are crawled once, when added. If your site changes, hit Re-crawl to refresh. The agent does not fetch live pages mid-conversation.
Previous: ← Personality · Next: Tools →