How to Set Up Your AI Knowledge Base

How to Set Up Your AI Knowledge Base

Setting up your Knowledge Base is a vital step that powers your Conversation AI, including your chatbots, Meta messaging, and even your Voice AI. By providing the right data, you ensure your AI agents have the quality information they need to represent your business accurately.

Step-by-Step Guide

1. Access the AI Agents Launchpad: From your main dashboard, navigate to the AI Agents section. This is where the core AI functionality lives. To begin training your agent, select New Knowledge Base (or select an existing one if it has already been created) 00:25.

2. Utilize the Web Crawler: The easiest way to feed data to your AI is by crawling your existing website:

• Enter URL: Paste your business website address into the source field 00:45.

• Define the Path: Instead of just an "Exact URL," choose "All URLs in this domain" to ensure the crawler finds every sub-page and gathers all available data about your business 00:55.

• Auto-Refresh: To keep your AI up to date, toggle on Auto Refresh. You can set this to daily, weekly, or monthly depending on how often your website content changes 01:18.

3. Manually Add FAQs: If you have specific questions that customers ask frequently, you can add them directly:

• Go to the FAQs tab and select "Add Source."

• Input the specific Question and its corresponding Answer. This gives the AI a direct reference for common customer inquiries 01:05.

4. Upload Documents and Tables: For more technical or internal data, you can use the file upload features:

• Tables: If you have an Excel sheet or CSV of data, use the "Tables" source to import it 01:10.

• Rich Text & PDFs: You can paste raw text from standard operating procedures or upload PDF and Word documents. The AI will pull the information from these files to further refine its responses 01:15.

5. Verify and Activate: Once the crawler has finished (for example, finding all 10+ pages of your site), review the list of discovered pages. Check the ones you want to use and confirm them for your knowledge base 01:12.

What Your AI Gains

It is important to understand how this data is utilized:

• The AI uses this "raw data" to understand the nuances of your services and pricing.

• By providing high-quality sources, you reduce the chance of the AI "hallucinating" or giving incorrect information to leads.

• This foundation will be used by both your chat-based bots and your automated voice systems in the future 01:30.