Document sources
Upload PDFs, docs, spreadsheets, guides, policies, and resource files that visitors ask about.
Feature
Answer from your business information
Answer customer questions from your own business information.
- Ready in five minutes
- Built for small businesses
- Human handoff
What this feature covers
- Document Upload
- Website Crawling
- Auto-Sync
Context
Why it matters
The practical reason to use it.
The knowledge base is the source layer that makes the assistant trustworthy. When visitors ask about products, policies, guides, services, support, or resources, the answer should come from material your team has already approved.
Source quality matters more than volume. A small set of current, approved, high-value pages will usually perform better than a large content dump with outdated policies, duplicate guides, or unclear ownership.
The knowledge base also feeds insight. Unanswered questions show which sources are missing, which pages need clearer language, and where visitors expected an answer your website did not provide.
How it works
How it works
A step-by-step look at the workflow.
- Step 1
Add the website pages, sitemaps, documents, videos, FAQs, policies, product data, or support articles that should be approved answer sources.
- Step 2
Index and organize the sources so the assistant can retrieve relevant material during a visitor conversation.
- Step 3
Refresh or re-index sources when content changes, especially pricing, policy, product, service, event, or support information.
- Step 4
Review unanswered questions and weak source usage, then add or improve content where visitors are asking for help.
Coverage
Core job
Use the materials your visitors already need, then improve coverage from the questions they ask.
Website crawling
Connect URLs and sitemaps so public website content can answer natural-language questions.
Source refresh
Keep important content current as pages, policies, products, and support resources change.
Source citations
Show visitors which approved source informed the answer when citation clarity matters.
Outcomes
What you get
The first improvements you should notice.
- More trustworthy answers because responses use approved sources
- Better visitor discovery across pages, documents, videos, and support content
- Clearer citations when visitors or reviewers need source confidence
- Stronger content planning from questions the knowledge base cannot answer
Product details
See what is included
Review current plan details, product capabilities, and verified customer reviews.
White-label included — never a paid add-on. Copyright removal from $98/mo. Full white-label — custom domain, branded portal, your-domain emails — from $198/mo.
Training runs on your sitemap, PDFs, docs, and YouTube transcripts. Answers cite the source pages they came from.
Five clients at $300/mo on a $198/mo Agency plan is $1,300+ of monthly margin before usage.
Questions and answers
Common questions
Practical answers about answer from your business information.
Can I combine websites and uploaded files?
Yes. The knowledge base is designed to work across website pages, PDFs, documents, videos, FAQs, policies, and structured content when those sources are approved for visitor answers.
How do I keep answers current?
Re-index or refresh sources whenever important content changes so the assistant keeps using current material. This is especially important for policies, product details, pricing, events, and support guidance.
When is a knowledge base not enough?
A knowledge base is not enough when the approved answer does not exist yet or when ownership is unclear. In those cases, create or approve the source content before expecting the assistant to answer confidently.
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Ready to get started?
Paste your website, test the answers, and launch in five minutes. Start with the website assistant or set up a receptionist for your calls.