Within the Knowledge & training section, you can add data sources and adjust your AI Agent's knowledge base configuration.
Navigating to Knowledge & Training
- Click AI Agents from the left navigation menu.
- Select the AI Agent you want to train.
- Select the Knowledge & training section.
Configure the General Settings of The AI Agent’s Knowledge Base
The following settings allow you to control how your AI Agent utilizes its knowledge base to interact with visitors:
- Complement answers with public knowledge available on the internet: Enabling this allows the AI Agent to use online sources along with your specified data sources to generate responses.
- Use thorough search to improve accuracy: This setting prioritizes accuracy over speed. While it may take the agent longer to respond, the answers provided will generally be more precise.
- Optimize for Q&A: Enable this to force the AI Agent to search your knowledge base for every response to ensure maximum accuracy. Note that this will increase the AI's response time for all interactions, including greetings.
How to Add Data Sources to The AI Agent
You can supply your AI Agent with information using several different data source types. To add a new data source:
- Click Add source.
- Select the type of data source you want to add:
- Add website via sitemap: Automatically syncs on a daily basis.
- Add webpages via URL: Captures a static, one-time snapshot of the site.
- Add text: Provide data as text directly as a data source. Useful for FAQs, notes, and specific snippets.
- Upload PDF: Add PDFs for data sources such handbooks, guides, and manuals.
- Follow the onscreen prompts to add the data source.
- Click the confirmation button in the bottom right of the pop-up to finish.
How to Locate Your Website’s Sitemap
If you are unsure of your sitemap’s location, utilize the following methods to identify the correct URL:
Verify Common URL Paths
Most platforms adhere to standard naming conventions. Attempt to append these paths to your root domain (yourwebsite.com):
- /sitemap.xml (Most common convention).
- /sitemap_index.xml (Frequently used by WordPress).
- /sitemap/
- /sitemap1.xml
- /wp-sitemap.xml (Standard for recent WordPress versions).
Consult the robots.txt File
This file provides directives for web crawlers and typically explicitly defines the sitemap location.
- Navigate to yourwebsite.com/robots.txt.
- Search for a line beginning with Sitemap:.
The URL within this line is the direct path to your XML sitemap.
Apply Google Search Operators
Utilize Google to filter for indexed XML files associated with your domain.
- Input site:website.com filetype:xml into Google’s search field.
How to Select Which Webpages the AI Agent Uses
After adding a website as a data source using either the Website via sitemap or Webpages via URL options, you can manage which pages the AI Agent may use by following the steps below:
Website via Sitemap
- Click Manage next to the data source.
- Optional: Enable Include newly added web pages in daily sync to automatically include new web pages added to the sitemap.
- Select which pages should be included in the data source.
- Click Index to finish.
Webpages via URL
- Click Manage next to the data source.
- Select which pages should be included in the data source.
- Click Index to finish.
How to Publish the Changes to Your AI Agent
Changes are automatically saved. To make the changes you have made public, click Publish changes in the top right.
For more information, please take a look at our How to Test and Publish the AI Agent section.
