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Introduction & Context

A robust knowledge base is the foundation of your AI agent, it contains the information your agent uses to generate accurate responses. Think of it as the agent’s brain, filled with knowledge that enables it to answer questions effectively. Your agent’s brain needs fuel. Let’s feed it!

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Lesson 1: Uploading a Document (PDF/DOC)

  • What It Is: Upload documents that contain essential information such as FAQs, manuals, company policies, and SOPs to train your AI agent.
  • How It Works:
    1. Navigate to Knowledge Base → Add Knowledge Base.
    2. Click in the Knowledge Base Files section and select your PDF, DOC or DOCX file(s).
    3. You can also drag and drop your files.
    4. Click on Next and give you Knowledge Base a name.
    5. Click on Start Training to process the document.
    6. The platform analyzes the content and makes it accessible for the genAI agent to use.
  • Use Cases: Customer FAQs, internal policy documents, product manuals.
  • 💡 Pro Tips:
    • Use clear headings and structured formatting. Your genAI agent learns best from well-organized documents.
    • Need to update your knowledge base? Go to the Knowledge Base section and click on the delete or upload button

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Lesson 2: Importing a Knowledge Base from a URL

  • What It Is: Extract content from a webpage to train your AI agent.
  • How It Works:
    1. Navigate to Agent Related → Knowledge Base → Add Knowledge Base.
    2. Click on Add a URL.
    3. Paste a valid website URL and click on Next.
    4. The platform will scrape text content from the page and follow links (up to Level 1).
    5. Select specific sub-URLs to include, then click Next and enter a name for your Knowledge Base.
    6. Click Start Training.
  • Why Use This? Perfect for leveraging online help centers, publicly available documents, or product pages without manually copying content.
  • Use Cases: Company blogs, support portals, product pages, pricing pages.
  • 💡 Pro Tips:
    • Ensure the webpage is publicly accessible—password-protected sites won’t work.
    • If the page contains excessive unrelated content, consider uploading a document instead for better accuracy.
🎉 Great job! Your genAI agent’s brain is now loaded with knowledge! ✅ Next Steps:
  • Click Test Knowledge to see how your AI responds using the uploaded content.
  • Continue refining your knowledge base by adding, updating, or removing documents and URLs as needed