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Overview

The Knowledge Base provides company-specific information to your AI assistant. While the AI comes pre-trained with general knowledge, the Knowledge Base adds details specific to your business.

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Setting Up a Knowledge Base

1

Access Knowledge Base

Navigate to the Knowledge tab in the left-hand menu (stack icon).
2

Create New Knowledge Base

Click the button in the top-right to create a new knowledge base. Name it appropriately.
3

Add Data Sources

You can add data in several ways:Manual Text Input: Click “Add New Data Source” → “Text” and enter your content:
Apex Concrete serves Tucson, Arizona, offering:
- Concrete Foundations
- Driveways
- Masonry Services
Contact us at support@concrete.com
FAQ Pairs: Create precise Q&A pairs for maximum accuracy. This is ideal for common questions with specific answers.File Upload: Upload documents containing your business information.Website Scrape: Point to a URL and let the system extract relevant content.
4

Assign to Assistant

Link the knowledge base to your assistant in the assistant builder settings.

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Best Practices

  • Use FAQ format for questions that need precise, consistent answers
  • Keep entries focused and organized by topic
  • Update regularly as your business information changes
  • Test by asking the AI questions that require knowledge base data
  • See Knowledge Base Optimization for advanced tips