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Your assistants answer using the knowledge you give them: the pages from your website and the documents you upload. The more good content you provide, the more accurate and helpful their answers are.

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Adding knowledge during setup

The quickest place to add knowledge is the Your Content step when you set up your Sales Assistant. There you add website pages and upload documents like brochures, FAQs, and price lists.

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Managing knowledge later

You can add to or tidy up your knowledge at any time from the Builder.
  1. Open the Builder from the left menu.
  2. Go to Knowledge Sources.
  3. You’ll see your existing sources, such as your website. Click Add Source to add more.
The Knowledge Sources area in the Builder

Your knowledge sources live in the Builder. Add your website pages and documents here.

Adding good knowledge is the single biggest thing you can do to improve your assistants’ answers. Start with your most important pages and documents, then add more over time.

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What makes good knowledge

  • Your key pages: the ones that explain what you do, who you help, and your pricing.
  • Helpful documents: FAQs, brochures, and guides your customers ask about.
  • Keep it current: if something changes on your website or in a document, update the source so your assistants stay accurate.