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Knowledge Base
Stores business facts the AI should answer from: services, hours, policies, pricing notes, and FAQs.
What this page is for
Use when the AI cannot answer common customer questions accurately.
How to set it up
- 1Add text, website content, or PDF sources.
- 2Keep answers short and business-approved.
- 3Re-sync sources after major website changes.
Demo workflow
Knowledge Base workflow demo
A workspace user opens Knowledge Base and needs to understand what action to take.
1
Open the page
Go to Knowledge Base from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.