Answer from approved website content
Use owned content to answer visitor questions with less friction.
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What this feature covers
Why it matters
The practical reason to use it.
The knowledge base is the source layer that makes the assistant trustworthy.
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.
Core job
The main job this feature handles.
Document sources
Upload PDFs, docs, spreadsheets, guides, policies, and resource files that visitors ask about.
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.
Daily use
How teams use it after launch.
Start with one bounded workflow
Use Knowledge base on the narrowest workflow where the team can measure whether the feature reduces friction, improves clarity, and creates more.
Keep edge cases visible
Review the conversations, prompts, and system actions tied to knowledge base so operators can see where the rollout still depends on manual.
Connect the surrounding systems
Knowledge base is stronger when the feature sits beside the knowledge, integrations, and routing rules that already determine what happens after the.
Expand after the first proof
Once the first deployment is stable, teams can extend knowledge base into more surfaces and assistants without rebuilding the same control model.
Control points
What to keep controlled.
Review real visitor conversations
Use real conversation data to inspect whether knowledge base is actually improving answer quality, reducing back-and-forth, and creating better visitor discovery across.
Check ownership and controls
Look at which team owns the feature, where approvals still matter, and how the capability interacts with surrounding systems.
Track downstream changes
A strong rollout shows up after the first response too: cleaner handoff, clearer escalation, less manual cleanup, and faster next-step execution.
Expand with evidence
Only widen the rollout after the first bounded workflow is clearly stable.
What you get
The changes teams should notice first.
- 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
The facts do the selling
Plan facts, platform capabilities, and worked examples — every claim here is checkable, not a pitch.
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.
The white-label wedge
Platform fact
Training runs on your sitemap, PDFs, docs, and YouTube transcripts. Answers cite the source pages they came from.
Trained on your content
Platform fact
Five clients at $300/mo on a $198/mo Agency plan is $1,300+ of monthly margin before usage.
A 5-client agency on one flat plan
Worked example
Your questions, answered.
Tap any question about the product, pricing, security, or setup to see a straight answer.
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Knowledge base questions
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. The operational question is whether knowledge base makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
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. The operational question is whether knowledge base makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
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. The operational question is whether knowledge base makes the workflow clearer once real conversations, real ownership, and real edge cases show up. That is the bar teams should use before they expand the rollout across more assistants, more channels, or more teams.
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7-day free trial · No charge during trial