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AI agents & answers

Configure live website lookup

Use supported public-site lookup as a fallback while keeping approved Knowledge current.

Where to find itAI agents → agent → Features

Before you begin

Open AI agents and select the agent you want to edit. Check its name and workspace before saving: other agents have their own settings.

Example workspace · Demo data. Agent capabilities and workspace connection authorisation are separate controls. Select the image to enlarge it.
Agent capabilities for commerce, staff handoff, live site lookup and live typing

Example workspace · Demo data. Agent capabilities and workspace connection authorisation are separate controls. Select the image to enlarge it.

Step by step

  1. 1

    Check the supported control

    Open the agent’s Features page and inspect live site lookup. This controls a capability, not a replacement knowledge upload.

  2. 2

    Enable deliberately

    Allow the capability if public website information is an appropriate fallback for this agent. Save the setting and review other tool restrictions.

  3. 3

    Test a public fact

    Ask about a current accessible page and inspect the answer’s evidence. Also test a missing page and content behind a login wall.

  4. 4

    Keep important facts curated

    Maintain approved policies in Knowledge. If a business-critical answer relies on a website change, verify the source and result directly.

Good to know

Public lookup cannot reliably read private accounts, blocked pages or every JavaScript-only site. It should not invent an answer when access fails.

Check the result

Save, start a fresh test conversation and compare the answer with your approved business facts. Settings do not rewrite messages already sent.

Questions & troubleshooting

The website is reachable but the answer fails

Check the exact page, public accessibility, enabled tool and any workflow restriction. Use an approved text/document source when needed.

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