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My PersonaKnowledge

Knowledge

The Knowledge Base feature allows you to add and manage external data sources that your AI persona can reference to provide more informed responses.

knowledge

Accessing the Knowledge Base

  1. Navigate to My Persona in your account.
  2. Click on the Knowledge tab.
  3. View all added knowledge sources, including:
  • Type: The format of the source (Webpage, Google Sheet, etc.).
  • Source: The specific webpage or document linked.
  • Created At: When the source was added.
  • Last Sync At: The most recent update.
  • Status: Shows if the source is successfully synced.

Adding a Knowledge Source

  1. Click the Add Document button.
  2. Choose one of the supported source type: youtube videos/ youtube channels, PDF, webpage or files (.PDF, .XLSX, DOCX, .CSV files, and .DOCX Word files (currently not .DOC) that are up to 5 megabytes)
  3. Fill in the required fields:
  • Source: Enter the URL or document link.
  • Max Depth: Choose how many levels of a webpage the AI should scan (e.g., Single Page or Full Website).
  • Monitor Change: Define the frequency at which the AI automatically updates its knowledge source
  1. Click Add Document to finalize the process.

Updating and Managing Sources

Click the Actions (⋮) button next to a source for the following options:

  • Details: View additional information about the source.
  • Update Data: Sync the latest information from the source.
  • Delete: Remove the source permanently.

Best Practices

  • Regularly update sources to ensure your AI persona provides accurate responses.
  • Use structured data (Google Sheets) for FAQs or large information sets.
  • Remove outdated sources to prevent incorrect responses.

Updating and Managing Sources

Click the Actions (⋮) button next to a source for the following options:

  • Details: View additional information about the source.
  • Update Data: Sync the latest information from the source.
  • Delete: Remove the source permanently.
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