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Empower your AI agents with up-to-date, company-specific knowledge by building a Knowledge Group. Each Knowledge Group lets you:
  • Scrape and index content from web pages
  • Upload and process documents
  • Add and manage FAQs
  • Check Knowledge usage in AI agents

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What is a Knowledge Group?

A Knowledge Group is a collection of information sources—web content, documents, FAQs—organized for your AI agents to reference. This ensures your agents always have access to the latest, most relevant information.

Why Use Knowledge Groups?

  • Centralize company knowledge
  • Keep information current and consistent
  • Reduce manual training and updates
  • Enable smarter, more accurate AI responses

How It Works

  1. Add web pages, documents, and FAQs
  2. Organize and review your content
  3. Connect to AI agents
  4. Monitor and update as needed

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1. Webscrapes & Crawls

Scrape content from a single page or crawl multiple pages to keep your knowledge base fresh and comprehensive. How to Add a Webscrape or Crawl:
  1. Enter the website URL.
  2. Select Scrape (single page) or Crawl (multi-page).
  3. If Crawl is selected:
    • Set Limit (max pages to crawl, e.g., 10).
    • Set Depth (how many links deep to follow).
  4. Click Add.
Supported formats: Text content from public web pages. Limits: Scrapes process a single page. Crawls can process multiple pages (max 10) based on your depth and limit settings. Processing time varies by complexity.
You can view the status, creation date, and completion date. Managing Webscrapes: Click the three dots menu on any item to:
  • View: Review the actual text content that was scraped or crawled.
  • Re-scrape / Re-crawl: Refresh the content by running the process again with the same settings.
  • Delete: Remove the entry if it’s no longer needed.

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2. Documents

Upload files to enrich your knowledge base with manuals, guides, policies, and more. Supported Formats: PDF, TXT, DOC, DOCX (max 512MB per file) How to Upload:
  1. Drag and drop files or click to select
  2. Wait for upload and processing to complete
  3. Review and manage your document list
You can remove documents at any time. Processing may take a few minutes for large files.

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3. FAQs

Manually add frequently asked questions to help your AI agents answer common customer queries quickly and accurately. How to Add FAQs:
  1. Click Add FAQ
  2. Enter the question and answer
  3. Save and manage your FAQ list
You can edit or delete FAQs at any time. Use the search bar to quickly find specific questions.

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4. Linked Agents

See which AI agents are currently linked to this Knowledge Group. Manage connections to ensure your agents always have access to the right information. How to Manage Agents:
  • View all linked agents
  • Unlink agents as needed
Only linked agents can access the knowledge in this group. Make sure to keep your agent list up to date.

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Best Practices

  • Consolidate Knowledge Groups: It is recommended to add all knowledge documents to a single Knowledge Group. This streamlines the AI Agent’s search process and improves response times by avoiding the need to look up multiple groups.
  • Use FAQs for Common Questions: Add frequent questions directly to the FAQ section. These are processed immediately without searching through documents or web pages, resulting in faster responses for common queries.
  • Regular Updates: Keep your webscrapes and documents up to date to ensure the AI has the latest information.
  • Review Connections: Periodically check which agents are linked to ensure they have the correct access.
  • Avoid Conflicting Information: Ensure your documents do not contain contradictory facts, which can confuse the AI Agent.
  • Keep it Relevant: Only add information relevant to the specific use case. Avoid overloading the Knowledge Group with excessive or irrelevant data to maintain optimal performance.
  • Use Structured Formatting: Format documents with clear headings and bullet points. This helps the AI understand the structure and relationship of information.
  • Describe Visuals: If your documents contain charts or images, ensure the key takeaways are also written in text so the AI can read them.
  • Test After Updates: After modifying the Knowledge Group, ask your AI Agent specific questions to verify it correctly understands and uses the new material.

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Troubleshooting

  • Check the URL is correct and publicly accessible
  • Some sites may block scraping or require login
  • Try again or contact support if issues persist
  • Check file format and size
  • Ensure files are not password-protected
  • Try re-uploading or use a different format
  • Ensure questions and answers are clear and concise
  • Edit or delete outdated FAQs