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Knowledge base

Helpful answers start
with your documents

Example reply with its sources

CustomerWhat time do you open on Saturday?

Assistant

On Saturdays we open from 10:00 to 14:00.1 To collect an order, bring its order number.2

  1. 1Opening hours· Weekends
  2. 2In-store collection· What to bring

Add the information your team already uses: service hours, product details, and common questions. The assistant searches that content before preparing an answer.

Create accountChannels

01 · Sources

A simple way to use company knowledge

  1. 01

    Add documents

    Upload text, Markdown, or Word documents, or connect an accessible document link. Choose which assistants can use each source.

  2. 02

    Find relevant passages

    The assistant searches company documents for the passages related to a question.

  3. 03

    Keep a person available

    When the answer is not supported well enough, the request can stay pending for an agent.

02 · Step by step

Keep the content useful

  1. Step 1 of 3

    Write clearly

    Use current, specific information about your services and processes.

  2. Step 2 of 3

    Test a question

    Preview the assistant answer and review the source passages shown.

  3. Step 3 of 3

    Update when things change

    Choose how often a linked source is checked, for example daily. When its content changes, the information is updated for your assistants.

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