Recommended first task
Add your website content
Start with the public website saved during signup. Preview what is found before approving anything for answers.
Step 2 of 5
Import knowledge
Add public pages, sitemap, feed, file, or Q&A sources. Preview what was found before anything is approved for answers.
Preview sourceOnly fetched, content-indexed sources are used for grounded AI answers.
Production setup journey
Add website → import knowledge → set instructions → install widget → test chat / go live
Each step now follows the real launch sequence: knowledge and instructions come before answer testing.
- Add websiteConfirm the public domain visitors will use.Pending
- Import knowledgeAdd public pages or a sitemap before testing answers.Pending
- Set instructionsTell the assistant how to answer, escalate, and stay on brand.Pending
- Install widgetSet appearance, copy the public snippet, and check detection.Pending
- Test chat / Go liveRun a safe preview, then confirm launch readiness.Pending
Knowledge health
Start here: what can the assistant actually use right now, what is only a stored URL, and what is blocked/backing off.
- Status
- Loading knowledge health…
Only rows marked as fetched/content-indexed are usable grounded KB. URL-only rows are visible so you can decide whether to crawl, refetch, upload, paste, or archive them.
Add or repair knowledge
Use this after reviewing KB health: choose a source, preview what we found, then approve it before the assistant can use it.
Choose a KB source
What do you want the assistant to learn from?
Pick the closest option first. It pre-fills the same import form below, keeps preview/approval in place, and gives advanced users control over source type and refresh.
Choose a source type above, or fill the import details manually.
Find website pages instead
If you prefer website discovery, paste a home/support page. We fetch that one public page, list same-site links, and let you choose exactly which pages to queue — no broad crawl.
Knowledge updates and advanced behaviourAdd manual updates, inspect procedures, and review safety policies.
Knowledge → Updates
Knowledge Updates
Fill a gap in the assistant’s knowledge quickly. Add the missing information, give one example question, then add it to the knowledge base.
How Knowledge Updates work
- Write and save a draft. Nothing is used in answers yet.
- Preview retrieval. Check the exact questions and page scope that will match.
- Approve and publish. Only users with publish permission can make it available to answers.
Only published updates can answer. Paused, expired, superseded or conflicted items are excluded.
Saved updates
Choose an item to review or edit it. Status and version are shown on each row.
Loading updates…
Add missing knowledgeTell the assistant what it should know and give one example question.
Ready to fill a knowledge gapEnter the missing information and one question a customer might ask.
Retrieval test results
Retrieval results appear here.
Version history and rollback
Knowledge → Procedures
Procedures & workflows
Published procedures are shown here. Authoring is being moved to a dedicated, safely published settings screen.
Loading procedures…
Knowledge → Safety
Compliance & Safety Policies
Published tenant safeguards are shown here. The global high-risk safety baseline remains active.
Loading tenant policies…
Manage existing sourcesReview imported pages, URL-only rows, and blocked sources.
Usable KB items first
Grouped source batches with content-fetched pages ahead of URL-only/blocked work. Expand a source to see the exact pages the assistant can or cannot use.
Loading knowledge sources…