Adding knowledge
The knowledge base is the content your chatbot draws on to answer questions. Everything you add here is split into chunks, embedded, and made searchable so the bot can ground its answers in your own material. Open it from Dashboard → Knowledge.
🖼️ [Image] — The Knowledge Base page: stat cards across the top, the filter bar, the Recent Crawl Jobs panel, and the items table.
Source types
Click Add Item to open the Add Knowledge Base Item modal. It has three top-level tabs:
| Tab | What it does |
|---|---|
| Text | Paste content directly (FAQs, policies, notes). |
| URL | Pull content from the web — Single URL, Crawl from URL, or Import from Sitemap. |
| File | Upload a PDF, DOCX, or TXT (max 20 MB). |
Web crawling and sitemaps have their own deep-dive — see Web crawling & sitemaps. For structured docs you publish to a help site, use Documentation pages.
Add a Text entry
- On the Text tab, enter a Title (required).
- Pick a Category — General, FAQ, Products, Shipping, Returns, Billing, Technical, or Account. Categories are optional but help you filter later.
- Paste your Content (required).
- Click Add & Index. The item is chunked and embedded immediately.
🖼️ [Image] — The Add Knowledge Base Item modal on the Text tab.
Upload a file
On the File tab, choose a
.pdf.docx.txtManaging existing items
Each row shows its source, category, status, chunk count, and enrichment state. The ⋯ menu on every row gives you:
- Edit — change the title, content, or category.
- Reindex — re-chunk and re-embed (use after the source changed).
- Re-enrich — regenerate AI metadata only. Not available for product items.
- Delete — remove the item.
Select multiple rows with the checkboxes for a bulk delete. The table paginates 20 items per page. For what Reindex and Re-enrich actually do, see Enrichment & re-indexing.
Filtering
The six stat cards at the top — All Items, Manual, Web Scrape, Files, Products, Docs — double as filters: click one to show only that source. The filter bar adds search, category, enrichment status, and a created-date range.
Tip: fix a content gap fast
When the bot can't answer something, the quickest fix is a manual Text entry covering that exact question. The Analytics deep-dive surfaces Content Gaps — real questions that returned no knowledge match — so you know precisely what to add.