Knowledge & sources
Upload, organise, refresh and improve what your agent knows.
6 step-by-step guidesAdd documents to your agent’s knowledge
Upload approved documents and check that they can be retrieved before relying on them in answers.
Add website pages and keep them current
Use approved website content as a source and understand when a website needs a refresh.
Create or edit a text knowledge source
Maintain concise answers and internal support guidance without uploading a new document each time.
Prioritise sources and add retrieval guidance
Help retrieval prefer the intended material when several sources cover similar topics.
Use shared knowledge across agents
Understand workspace-shared sources and avoid accidentally changing information several agents depend on.
Remove an outdated knowledge source
Retire old content and check that remaining sources still cover the questions your customers ask.