Knowledge base
This is where you add the content the bot answers from. The better the content, the more accurate the answers.
Four ways to add knowledge:
- Upload files — PDF, Word, Excel, text, images. Max 20 MB per file, 10 files at a time.
- Website — index your site’s pages and the bot answers from them.
- Google Drive — connect a folder and it syncs automatically.
- OneDrive — same, for the Microsoft ecosystem.
- 1Go to the agent page → “Add to knowledge base”.
- 2Pick a source (files / website / Drive / OneDrive) and add the content.
- 3Wait for indexing (a few minutes) — documents get an “Indexed” label.
- 4Documents are auto-classified into categories and tags (you can edit them anytime).
FAQs (quick replies): besides documents, you can add frequent questions and answers. Click “Generate from knowledge base” and the AI proposes the questions + answers for you to review and tweak.
The bot answers ONLY from what you add here. Add only customer-relevant content — pricing, policies, product and service info.
Document generation & export
You can ask the AI to generate documents and download them as Word, Excel or PDF.
Ask in chat for a report, procedure, policy or table — the AI writes the full content, then you download it with the ⬇ button below the response.
- Word (.docx) — documents, reports, procedures.
- Excel (.xlsx) — tables, budgets, lists.
- PDF — ready-to-send/print versions.
You can also export a whole conversation from the chat’s export menu.