Knowledge base overview
The Knowledge Base is a centralized source of truth that helps your AI agent deliver accurate, consistent, and context-aware responses. It allows you to import, organize, and manage content from various sources such as documents, websites, and third-party systems.
Use the Knowledge Base to ensure your AI agent has access to the latest and most relevant information, reducing manual effort and improving response quality across support, service, and informational use cases.
What you can do
- Import content from multiple sources, including file uploads, URLs, and third-party platforms like ServiceNow.
- Schedule automatic syncs to keep your content up to date.
- Tag content with metadata to improve search relevance.
- Organize documents using folders and subfolders by team, topic, or category.
- Monitor content status and sync activity in real time.
Supported content sources
You can add content from:
- Files: Upload PDFs, Word documents, Excel sheets, and more.
- Web sources: Use URLs or sitemaps to pull content from your website.
- Third-party systems: Connect to external platforms like ServiceNow.
Each source is automatically processed and made searchable by the AI agent. You can view the sync status of each document in the dashboard.
Key features of Knowledge base
Feature | Description |
---|---|
Flexible content ingestion | Add content from documents, URLs, and external platforms. |
Metadata tagging | Apply filters and tags to help the AI agent interpret context accurately. |
Automatic content sync | Keep your content fresh with scheduled syncs. No manual updates needed. |
Organized file structure | Use folders and subfolders to categorize documents for easy access and scalability. |
Example use cases
- Internal support: Use internal knowledge to assist employees with HR, IT, or policy queries.
- Customer service: Provide product FAQs, manuals, and how-to guides to end users.
- Technical support: Power your AI agent with detailed product documentation and troubleshooting steps.