Knowledge Bases: Teach Your Assistant Your Business
Add website pages, Q&A and documents, check learning status and connect the right knowledge base to your assistant.
Knowledge bases hold the business information your conversational agents can use. Add approved website pages, question-and-answer entries or documents, then connect the base to the appropriate assistant.
Create and organize a knowledge base
- Open AI → Knowledge Bases and choose the option to create a knowledge base.
- Enter a clear name and create it. Open the base to review its name and description.
- Organize related information together, such as services, business policies or support instructions. Keep sources current and remove contradictory or outdated material.
Add website pages
- In Website pages, choose Add pages. Paste the website link and, optionally, a note, then click Continue.
- Choose Just this page for the exact link, or This page and every page under it to discover related pages. Continue to the page selection step.
- Review the discovered pages, select the ones the assistant should learn and choose Teach my assistant. Check the status as it moves from Learning to Learned.
The number of website pages may differ from the number of sources because one source can contain multiple pages. Check the actual page list when confirming coverage.
Add Q&A and documents
Use Q&A for a focused question and its confirmed answer. Keep each entry clear and self-contained; the form shows a limit of 1,000 characters per field. These answers guide the assistant, but do not guarantee that every future reply repeats the exact wording.
In Documents, use the upload option to choose PDF, Word or text files, up to 20 MB each. Check the selected files before adding them, then wait for processing. Use readable documents that contain the information the assistant actually needs.
Connect the base and test
Edit the conversational agent, open What it knows, select the intended knowledge base and save the configuration. Ask a few questions whose answers appear in the sources. If an answer is wrong, check whether the source finished learning, whether it is current and whether the correct base is connected.
Knowledge Discovery is a separate starting point that helps gather business answers from calls and messages. Any generated answer still needs review before it becomes approved business information.
Related guide: Conversational Agent Settings.