Teach the agent with knowledge

Knowledge is what the AI agent knows about your business: your policies, products and prices. When a customer asks, the agent looks it up and answers from it.

Inboxes → your inbox → AI agent → Knowledge

1. Pick a tab for the kind of source you want to add:
   • Text for anything written in sentences, like your returns policy. Click New text, type a title over "Untitled text", and write the facts in the box. Plain facts work best.
   • Tables for products, prices and promos. Click New table and pick a start: Products & prices, Promotions, Store locations or Blank table. Use Add column and Add row, paste cells from Excel or Google Sheets, or click Import CSV. A column's menu sets its Type, such as Number or Date.
   • Files for PDFs, like a catalog. Drop them on the upload box, or click it to browse. What the AI reads shows the text taken from the PDF.
2. Fill in When should the AI use this?, for example "When a customer asks about returns or refunds".
3. Leave AI can use on.
4. Click Save changes at the top.

Good to knowCopy Anchor Link

• Turn AI can use off to keep a source without the agent using it. The list then shows it as Off.
• A table holds up to 30 columns and 5,000 rows.
• A PDF can be up to 20 MB. It needs real text: a scan can't be read. From a very long PDF, only the first 200,000 characters are used.
• To change a PDF's text, upload a new version of the file.