Knowledge Sources
Give your AI agent context with documents, text, and URLs.
Knowledge Sources provide your AI agent with the information it needs to answer customer questions accurately. Without knowledge sources, agents rely solely on their instructions.
Types of Knowledge Sources
You can add three types of knowledge:
- Text — Paste content directly (FAQ answers, product lists, policies)
- File Upload — Upload PDF, DOCX, or CSV files (product catalogs, manuals)
- URL — Provide a website URL for the agent to reference
Best Practices
Tips for effective knowledge sources:
Tip: A well-structured FAQ document is the single most impactful knowledge source you can add. Cover your top 20 customer questions.
- Keep content structured — use clear headings, bullet points, and categories
- Include pricing information if your agent needs to share prices
- Update knowledge sources when your products, policies, or hours change
- Use multiple focused knowledge sources rather than one massive document
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