Bot knowledge
Teach the bot with texts, files, web pages, a section of your site or listings (spreadsheets, CSV, JSON and RSS) that stay up to date.
Updated:
The knowledge base is what the bot consults to answer questions: opening hours, policies, products, prices, news. It has two origins: what you enter by hand and what you import from sources that refresh themselves.
Everything is in More → Automation → Bot, in the Knowledge Base and Sources tabs.
Do not put customers' personal data in any source. What is in a source can show up in the bot's replies. The bot quotes that data as information; it never treats it as orders.
Add knowledge by hand
In Knowledge Base, tap New Item and choose the type:
- FAQ: a question and its answer.
- Text: a title and free content (for example, the cancellation policy).
- Product/Service: name, description and an optional price.
- File: drag a file (5 MB maximum). It is processed and can be turned on or off.
Each item has an Active switch: the bot only uses active ones. You can search and filter by type.
Sources: what updates itself
In Sources, tap Add source and choose the type. The system imports it within minutes and refreshes it on its own; you can change the frequency (every hour, 6 hours, day or week), Refresh now, Pause and Resume. Each card shows the status: Queued, Up to date, Error or Paused. A source that fails several times in a row pauses itself. If you delete it, its imported items go too (items written by hand are untouched).
Common rules: public http(s) addresses only, up to 2 MiB per source and 10 sources per project. Pages that require login are not read, and the site's robots.txt is respected.
A web page
- Add source → Web page, scope Page.
- Enter the public URL (for example, your pricing page).
- The page text is read, without running JavaScript.
A section of your site
For the bot to learn several pages of the same site without adding them one by one:
- Add source → Web page, scope Site section.
- Enter the prefix, for example
https://yoursite.com/help. - Choose the maximum pages (50 by default, up to 200).
The system reads the domain's sitemap.xml and takes only pages on the same site that start with that prefix. On every refresh it adds new pages, updates changed ones and archives those that disappeared. The card shows "N pages imported" and Show pages lists each one with its status (Imported or Archived).
There is no crawler: if the site does not publish a sitemap.xml, the source shows the matching notice and you need to import pages one by one.
A listing: spreadsheet, CSV, JSON or RSS
Useful for products, prices or news you already keep in a spreadsheet, a store or a feed.
- Add source and choose Spreadsheet, CSV, JSON API or RSS.
- Paste the link. For a Google Sheet: File → Share → Publish to web, or make it viewable by anyone with the link; the first row must contain headers.
- In Field mapping, write which column feeds each field: Name (required), Description, Price, Category, Link and Stable key. For JSON you write the path, for example
products[].name. RSS needs no mapping. - Tap Show preview: it shows the first valid rows and how many were skipped.
- If it looks right, Save source.
Up to 1000 rows per source. If you use a Stable key (a code that does not change, like a SKU), renaming a product updates it; without a key, renaming creates a new item and deactivates the old one. For an API that needs a credential you can enter an Authorization header or a URL parameter: it is stored encrypted and never shown again.
If something goes wrong
The source card explains the cause:
| Message | What to do |
|---|---|
| We could not find that page (404) | Check the address |
| The page asks for login | Only public pages are read |
| The site did not respond | It retries on its own later |
The site does not publish sitemap.xml | Import pages one by one |
| The sitemap has no pages under that address | Check the prefix |
| The sitemap is not valid | Review the site's sitemap |
The site does not allow reading (robots.txt) | It is the site's decision |
| A mapping column does not exist | Check the column names |
| No text found to import | The page or listing is empty; what was already imported is not deactivated |
After adding knowledge, try it in the Simulator: ask what a customer would ask.
To integrate sources through the API, see the /knowledge endpoints in Endpoints.