Feed the knowledge base

Support agent

What you'll achieve

The support agent answers policies, warranties, shipping and frequently asked questions with the client's information.

Before you start

• The AI key connected.
• The client's documents: PDF, Word, PowerPoint, text or CSV; audio or videos (they are transcribed); or the URLs of their site.

Step by step

1. Open Settings → Knowledge base.
2. If useful, create folders (New folder) to organize by topic.
3. Click Add.
4. In PDF, upload the files (up to 50 per upload). In Web page, paste the URLs and check Include internal pages of the same site if you want to bring in the whole site (up to 25 pages).
5. Choose the Destination folder and click Upload or Add.
6. Wait for each document to reach READY.
7. In Settings → Context → Knowledge base, write the Message when it's not in the knowledge base and decide whether to Allow web search.

How to verify

• All documents in READY (none in ERROR).
• In the assistant, Knowledge base shows as ready.
• A test question about a policy answers with that information.

Details in Settings → Knowledge base.