For the complete documentation index, see llms.txt. This page is also available as Markdown.

Text

This is where you add text-based information for your AI to use when answering customer questions. It's the most commonly used type of knowledge source.

  • To get there, open the AI Agent menu, choose the AI Agent you want, then click Setting.

  • Choose the Knowledge Source tab and you'll land straight in the Text section.

  • Here you can write and organize the knowledge you want to teach your AI.

  • You can add images by clicking the image icon (🖼️) in the editor. See how

  • You can add files (PDFs, images, videos) by clicking the (🖼️) icon in the editor and choosing get link by URL. See how

  • To add a new tab, click the "+" button.

  • You can rename a text tab by clicking the pencil icon, or delete it by clicking the X icon.

  • You can also reorder your tabs by dragging and dropping them left or right.

  • In the editor, you can use formatting such as bold, italic and alignment to make the information you give the AI clearer and richer.

Splitting replies into bubbles with ###

To have the AI send a reply as several separate bubbles, put ### between the sentences.

Example in Knowledge Source Text:

When the AI replies to the customer, it will look like this:

Bubble 1: Tralalero tralala, are you interested in our product?

Bubble 2: Here's a quick look at our product, along with its details. (with the product image, if you've added one below it)