The knowledge base is everything your AI employees know about your company: what it does, where it works, its services, rules and answers to common questions. Edit a page and the assistant follows it from the next conversation.
The knowledge base is in Settings → Knowledge base.
The "About" page
When the workspace is set up, a page with the company profile is created: what the company does, where it works, its hours and how it operates. If a website was given at sign-up, details from it are added here too.
Check this page first and correct anything that is not exact: it is what AI employees read when they answer your customers and you.
Adding pages
- Click + in the list on the left, or New page.
- Give the page a title — for example, "Services and prices" or "Cancellation rules".
- Write the text.
Pages can be nested. Pages placed under the About page are part of what the assistant knows, together with it.
What is worth writing down
- services and what they include;
- service area and working hours;
- booking, cancellation and refund rules;
- warranties;
- answers to the questions customers ask most.
Write the way you would explain it to a new employee: short and to the point.
Editor
- The page is saved automatically.
- Typing
/on an empty line opens the block menu: heading, list, table, image. - Text pasted from Word, Google Docs and web pages keeps its formatting.
- Files and images are added by drag and drop.
Internal team documents
The knowledge base also works for people: procedures, instructions, training material. Pages outside the About section are not read by the assistant until they are attached to a digital employee in its settings.