How do I add something to my knowledge base by hand?

There are two ways to add knowledge yourself without a website to crawl or a file to upload: type an entry directly, or paste a block of text and let AI structure it into entries for you. Both need your organization's admin, if you only have view access, you can still flag a gap, see below.

Write an entry directly

1. Go to Knowledge Base and click Add Entry.
2. Give it a Title, a Category (services, pricing, FAQ, policies or about), and the Content itself, whatever you want your AI to know.
3. Click Create. It is active immediately, the AI can use it on the very next conversation.

Paste text and let AI format it

Useful when you have a page of text, an old FAQ document or a services list, but no website to crawl.

1. Go to Knowledge Base and click Format With AI.
2. Paste your content, up to about 24,000 characters. Anything longer is cut off and flagged so you know to split it into more than one import.
3. Click Format with AI. It reads what you pasted and proposes a set of entries with titles and categories.
4. Review each proposed entry. Edit the title, category or content of any of them, or remove ones you do not want.
5. Click Save. Your reviewed entries are added to your knowledge base.

The AI preserves your prices, names and numbers exactly as you wrote them, it structures your content, it does not invent or change facts.

Turn an entry on or off, or delete it

Every entry has a power icon to disable it without deleting it, useful for something seasonal, a pencil to edit it, and a trash icon to remove it for good. A disabled entry is greyed out in your list and the AI stops using it until you turn it back on.

If you can only view the knowledge base

Advisors and platform support see a read-only knowledge base. If something is missing or wrong, click Flag a gap to tell your admin, they will see it in the audit log.