Documents & Knowledge Base
Documents & Knowledge Base
This is how the AI learns your business, without anyone typing out every answer by hand. Upload your price lists, policies, catalogues, and manuals, and the AI answers from them.
See the AI Knowledge Base at work
Watch the AI answer questions straight from uploaded documents, citing its source.
Launch demo
Set up your knowledge base
Start by uploading your files, then check what your plan allows. Each has its own guide:
Test your knowledge base
Once your documents are processed, confirm the AI is reading them correctly:
- Click New Chat in the left menu.
- Ask a sample question you'd expect a customer to ask, for example, "What are your prices?"
- Check that the answer matches your uploaded documents. If it doesn't, review that the right file is processed and try re-uploading.
Check document status
On the Documents page, each document card shows a status:
- Processing, still being prepared.
- Processed, ready for the AI to use.
- Failed, an error occurred, so re-upload or check the file.
Use the Refresh button to update statuses, and the filters (type, status, date) to narrow the list.
Delete a document
- Go to Documents and find the document.
- Click the trash icon on its card.
- Confirm. The document is no longer used for AI answers.