Train Your AI with the Knowledge Base

The Knowledge Base lets you upload PDFs, images, and long text so your AI Employee can extract information accurately (even from long or messy documents) and answer customer questions with better precision.

What's Improved

Previously, the Knowledge Base could struggle when:

• Documents were long or messy
• You had multiple materials you wanted the AI to learn from

The Knowledge Base ingestion pipeline has been rebuilt so content is processed more intelligently: documents are automatically chunked into smaller, meaningful pieces. This improves:

• Accuracy and relevance: especially for longer or complex content
• Reliability: answers stay consistent as your Knowledge Base grows
• Speed: faster responses

What This Means for You

• You can upload multiple documents into one AI Employee
• You get more accurate and more relevant answers
• The AI can learn from PDFs and even images (screenshots)

How to Add Knowledge Sources

Option A: AI Manager (Recommended)

Upload your document and tell AI Manager to add it to your knowledge base and attach it to the right agents. It handles the rest.

Option B: Manual Setup

1. Go to AI Employees.
2. Open Knowledge Base.
3. Click Add New Sources.
4. Choose one: upload a file (PDF or image) or paste text (for quick notes or FAQ snippets).
5. Wait for processing to finish. It may take a short moment for larger files.

Try It Yourself

Test 1: Upload a PDF

1. Upload a PDF into the Knowledge Base.
2. Go to the System Prompt (this works even if it's blank).
3. Open Test Chat.
4. Ask a question that is answered in the PDF (e.g., "Who is the official business partner with ABC Salesbot?").
5. The AI Employee answers by referencing the PDF content.

Test 2: Upload an Image (Screenshot)

1. Take a screenshot of a page (e.g., a product feature list).
2. Upload the image to the Knowledge Base.
3. (Optional) Remove the PDF to test image-only behavior.
4. Clear the conversation history and test again.
5. Ask: "What are the features of ABC Salesbot?"
6. The AI Employee answers based on the image content.

Keeping Your Knowledge Base Up to Date

If your FAQ, brochure, or document changes:

1. Export the latest version as a PDF (or take a screenshot).
2. Re-upload the new file to the Knowledge Base.