Knowledge Base

Teach your agent everything it needs to know

Upload documents, write custom content, or add URLs to your agent's knowledge base. The agent references this information when responding to inquiries — ensuring accurate, on-brand answers every time.

What to add

• Product catalogs — descriptions, specs, pricing, availability
• FAQs — common questions and approved answers
• Policies — return policies, shipping information, terms of service
• SOPs — standard operating procedures for common tasks
• Training docs — the same materials you'd give a new hire

Encoding processes in instructions

You can encode how the agent handles specific tasks directly in its instructions, written in plain language:

• Return processing — step-by-step process for handling returns
• Lead qualification — questions to ask and routing logic
• Escalation protocol — when and how to involve a human

Instructions are per-agent. You can update them any time — from the dashboard, or just by emailing, texting, or Slacking the agent ("from now on, always confirm the order number before starting a return"). Changes take effect immediately for that agent's next message; no retraining.

For the fixed capabilities every agent has out of the box — web search, PDF and image generation, bulk email, tasks, and contacts — see Skills.