Knowledge

The Knowledge Base lets you connect external data sources to your AI persona so it can give more accurate and informed answers.

Note: Webpages, Google Sheets, and Google Docs sync automatically. Other file types must be deleted and re-added if their content changes.

Accessing the Knowledge Base

1. Go to the My Persona section in your dashboard.
2. Click on the Knowledge tab.
3. You’ll see a list of all connected sources, including:
   • Type – The format (e.g., Webpage, Google Sheet).
   • Source – The specific file or link.
   • Created At – When it was added.
   • Last Sync At – Last time it was updated.
   • Status – Indicates if the sync was successful.
   • Actions – Allows you to see knoweldge details, “sync data” (only for webpages, YouTube channels, Google Docs and Google Sheets) and delete knowledge.

Adding a Knowledge Source

1. Click the Add Document button.
2. Select a document type, such as:
   • YouTube videos or channels
   • Webpages
   • Files (.PDF, .XLSX, .DOCX, .CSV – up to 5MB)
3. Complete the requested fields to complete knowledge upload
   • Source or File Upload: provide URL link or upload document you want to crawl.
   • Monitor Change - Web based knowledge (i.e. websites, YouTube channels, Google Docs and Google Sheets) can be set to automatically recrawl daily or weekly.
   • Max Depth - For webistes you will be able to select how many pages to crawl (single page, 150 pages or 500 pages).
4. Click Add Document to finish.

Updating and Managing Knowledge

Click the Actions (⋮) button next to any knowledge for options:

• Details – See more info about your knowledge source.
• Update Data – Re-sync to get the latest content (only for webpages, YouTube channels, Google Docs and Google Sheets).
• Delete – Permanently remove the knowledge.

Best Practices

• Keep your sources up to date for the most accurate responses.
• Structured information tends to give the best results. For exmample, for common FAQs, we recommend using a Google Sheet with clear question-and-answer pairs. This kind of structured format helps your persona find and deliver the right answers faster and with more accuracy.
• Remove outdated sources to avoid confusion or errors.