How to add, update, or remove your assistant's knowledge

Ensuring your agent is up to date with the latest facts is crucial. And if you do not have a knowledge bases integration or website sitemap the information can get outdated. Updating facts, or knowledge, is fairly and easy to do.

In case you want to add, update or review the knowledge of your assistant you can navigate to the Settings -> Assistants -> Choose the right Assistant and click on middle icon to access the knowledge of assistant.

On the next page you will see 4 different tabs: Settings, Knowledge, Instructions and Procedures. You can select Knowledge.

In this overview you will find all the facts and knowledge bases that are currently being used by your assistant. Each assistant has 2 ways of leveraging knowledge. You have facts and knowledge bases.

Facts are short, easy and to the point descriptions about your business. For example the number of venues you have, where you are active, what you mission and vision are,... or simply "that you have no private parking"

If your assistant already has facts, you can review and adjust them when reading. When you make a change, this change is instant. We auto-save your corrections so there no need to click save or update.

Knowledge bases are larger datasets of facts. Technically you could type everything in a fact, but why do so if you can make it easier. Knowledge bases are created out of documents such as PDFs, Word document, Excel,... but also images or sitemaps.

For example if you have a helpcenter sitemap, or a website sitemap, this could be automatically updated by us for the agent whenever your team is making a change. We have a dedicated article about creating a knowledge base here.

Rule of thumb: If you want to make quick and small changes = Facts are perfect. If you have a complete library of files, or want to automatically update the assistent based on changes in your help center or website = knowledge bases are the way to go.

Adding & Updating Facts

After clicking knowledge you can scroll down to the Facts section. Each fact has a character limit that is displayed in the bottom right corner.

You can review and adjust any of the existing facts. If you make a change, this will be active immediately. We also auto-save everything so there is no need to click save.

If you scroll all the way to the bottom of the page you have a button available to add New Facts. After clicking the button a new text-block will appear allowing you to add a new fact.

Deleting Facts

If you made a mistake, or want to completely delete a fact, you can use the x icon in the upper right corner of each fact to delete it. Deleting a fact is permantely and cannot be retrieved so thread carefully.