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AI Knowledge

The AI Knowledge module allows your AI Agent to generate smart, helpful responses by using your own data such as documents, websites, or spreadsheets.

It's built on a powerful retrieval-augmented generation (RAG) architecture, which means the bot doesn't just "guess" answers but searches your content for relevant information first and then uses that to reply.

This allows you to:

  • Answer open-ended user questions based on your sources
  • Avoid manually adding every response into your dialog flows
  • Keep your answers up to date just by updating your content β€” update a document, not 50 flows
  • Use more data sources that would fit into LLM token limits

Tip

AI Knowledge is perfect for answering large amounts of FAQs (when there are too many to create a dialog flow manually or to include them all in a prompt in the Free Prompt Module).

Note

Use cases with strict business logic (canceling orders, uploading documents, etc.) could still benefit from a manual dialog flow approach. See Static vs. Generative Responses

How it Works (in Simple Terms)

  1. You upload documents or connect data sources This can be PDFs, website links, Google Sheets, or even manually entered question/answer pairs.
  2. The system reads and organizes the content It breaks the content into smaller pieces ("chunks") and indexes them for fast searching.
  3. A user asks a question The system searches for the most relevant chunks based on meaning (not just keywords). Data clarity is critical to returning the correct data "chunks". See How to improve accuracy
  4. AI combines those chunks with your prompt The prompt helps guide the AI on how it should answer (formal, casual, short, etc.).
  5. AI generates a response Only based on the content you've provided β€” no guessing or making things up.

Key Benefits

βœ… Faster setup - no need to define every question and answer βœ… Smarter responses - AI uses your content as the source and reacts to the previous conversation βœ… Works in any language - questions are translated automatically, if needed βœ… Control over behavior - you guide how the AI responds via prompts and settings

What's Next?

  1. Set up your content (documents, sheets, websites, …) Add/Edit knowledge
  2. Use the module in dialog flows Use AI Knowledge