Knowledge Base
The Knowledge Base page is where you train your AI agent. By adding data sources like websites, files, and third-party tools, you provide your bot with the memory and context it needs to accurately answer customer questions.
Key Features
- Website Crawling: Easily ingest a single webpage or an entire site using a
sitemap.xmlURL. - Direct File Uploads: Train your bot on raw data files (supports
.txt,.csv, and.json). - Third-Party Integrations: Seamlessly connect and sync documentation from Notion, GitBook, and Zendesk.
- Active Sources Management: Monitor the sync status of your data and easily remove outdated sources.
How to Use
Navigate to the Knowledge Base tab in your dashboard. You will see several options for adding data sources:
Website
- Select the Website tab.
- Enter a valid URL. You can provide a link to your website's
sitemap.xmlto crawl multiple pages automatically, or a direct link to a single page. - Click Sync URL. Note: Ensure the content on the provided URLs is publicly accessible.
File Upload
- Select the File Upload tab.
- Click the upload area or drag and drop your document into the dashed box.
- The system will automatically read the file and ingest its text into your bot's memory.
Notion
- Select the Notion tab.
- Click the Connect Notion Workspace button to authenticate via OAuth.
- You will be prompted to select the specific Notion pages you want your bot to read. All sub-pages nested under your selections are automatically included.
GitBook
- Select the GitBook tab.
- Enter your Space ID (this can be found directly in the URL of your GitBook space).
- Enter your API Token (this can be generated from your GitBook Developer Settings).
- Click Connect GitBook.
Zendesk
- Select the Zendesk tab.
- Enter your Help Center Subdomain (e.g.,
mycompany). - Optional: If your Help Center requires a login (private content), you must also provide an Agent Email and an API Token. If your Help Center is public, you can leave these fields blank.
- Click Connect Zendesk.
Managing Active Sources
At the bottom of the page, the Active Sources section displays all connected data.
- When a new source is added, it will display a Syncing... status indicator.
- Once processing is complete, the status will disappear, and the bot is ready to use that information.
- To delete a data source and remove its knowledge from the AI's memory, simply click the Remove button next to the corresponding entry.
Important Notes
- Supported File Types: Manual file uploads strictly support
.txt,.csv, and.jsonformats. - Notion Content: Ensure your selected Notion pages actually contain text. Blank pages or pages containing exclusively database blocks may be skipped during ingestion.
- Background Syncing: Large websites or Notion workspaces may take a few moments to process. Syncing continues safely in the background even if you navigate away from the page.
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