This guide walks through how to create and use the Knowledge Base feature in your AI Workspace for chat assistants only. If you're building a voice assistant, a separate guide will be available soon. This Knowledge Base is perfect for giving your assistant reliable, company-specific information to pull from in chat interactions.
Go to the Knowledge tab on the left-hand menu.
Click New Knowledgebase in the top right corner.
Name your Knowledge Base (e.g., “Support KB” or “Plans and Pricing”).
Click into the Knowledge Base to begin adding data sources.
You can add information through the following methods:
Click Add Data Source > Text.
Manually input something like:
“My favorite color is red.”
Name the entry (e.g., "Favorite Color").
Click Add Data Source > FAQs.
Add a question and a matching answer. Example:
Q: "How much does your AI cost?"
A: "Solopreneur: $74/mo, Agency Starter: $197/mo, Growth Plus: $397/mo, Enterprise: $897/mo."
Continue adding common questions such as:
What’s included in each plan?
What’s in your solopreneur plan?
What is your enterprise plan?
This method offers the most consistent responses and is the best way to scale your Knowledge Base quickly.
Click Add Data Source > File.
Upload documents such as PDFs with service or pricing information.
The system will automatically chunk and vectorize the content.
Click Add Data Source > URL.
Paste in a website link (e.g., weather.com).
This adds extra context but may not be as accurate or detailed as other sources.
FAQs – Highest accuracy, tailored responses.
Text – Flexible, good for custom facts or definitions.
File Upload – Works well for structured documents like service menus.
URL – Least consistent, best used as a supplemental data source.
Click Test Results in the top-right of your Knowledge Base.
Ask test questions like “What is your favorite color?”
If the match score is 100%, it found an exact match.
If the match score is low or doesn’t respond well, click the + Add icon to reinforce that query and improve its match score.
If the assistant can’t answer a question like “What are your plans?”, you can add:
Q: What are your plans?
A: Solopreneur, Agency Starter, Growth Plus, and Enterprise.
Repeat this process for each plan overview if the assistant misses any.
This helps improve retrieval and accuracy for future chats.
Use FAQs first—they perform the best in matching real user queries.
Don’t rely only on URLs—supplement them with text or files.
Keep answers simple and to the point.
Test your Knowledge Base regularly to make sure responses are still accurate.
