Knowledge base

What your agents know about the company before they write a word.

An agent answering a customer or writing to a stranger needs to know what you sell, what it costs, and how you talk. The knowledge base is where that lives. Add your website and it is crawled and indexed; add a single page, or paste a pricing sheet, a policy, or a tone guide. Every agent in the workspace can then search it, and the dashboard page is at /dashboard/knowledge.

The brief#

The brief is a few paragraphs in your own words: what the company does, who it is for, how it speaks. Agents read it before anything crawled, because positioning and tone are the part a crawl cannot recover from a page. Keep it short and keep it current; it is the first thing get_knowledge_summary returns.

Sources#

A site is crawled from its front page and its sitemap, staying on the same domain and honouring robots.txt and noindex. Navigation, headers, and footers are dropped so a search does not rank the menu. A page is fetched on its own. Pasted text is stored as given. Sites and pages are fetched again every week, or on demand with refresh_knowledge_source.

Each plan includes a number of indexed pages across all sources: 50 on Free, 500 on Pro, 5,000 on Startup. A crawl stops at the allowance and says so on the source, and a second site cannot push the first out.

How an agent uses it#

Call get_knowledge_summary once at the start of a task. Before stating a price, a policy, a feature, or a deadline, call search_knowledge and quote what comes back; the passage carries the page it came from, so the agent can link to it. If nothing matches, the right answer is that it does not know. read_knowledge_page opens a whole page when a passage is not enough.

Read the knowledge summary, then answer the latest inbound email at support@. Search the knowledge base before quoting any price or policy, and link the page you took it from.