Building Knowledge

Your assistant can only answer questions about things it knows. Every piece of content you add is indexed into a knowledge base. When a visitor asks a question, the AI searches that knowledge base, finds the most relevant content, and generates an answer. The more you feed it, the better it gets.

Ways to Add Content

Go to your assistant's Contents page and click Add Content to choose a type.

TypeWhat happensGood for
TextYou type or paste it in (up to 500 KB)FAQs, pricing info, policies, "about us" content
URLWe scrape and index the web page automaticallyBlog posts, service pages, landing pages
YouTubeWe extract the video transcript with timestampsProduct walkthroughs, webinars, explainer videos
PDFWe read the text from your file (up to 10 MB, unlimited on VIP)Manuals, brochures, reports, whitepapers
CSVBatch-import many items at once (Pro and VIP plans)Migrating content from other tools, bulk uploads

Adding Text Content

  1. Click Add Content and select Text.
  2. Enter a title (up to 500 characters).
  3. Write or paste the body.
  4. Click Save.

The content is indexed immediately and available in the next conversation. You can edit text content later anytime.

Adding a URL

  1. Click Add Content and select URL.
  2. Paste the full web page URL.
  3. A preview appears showing the page title, description, and thumbnail.
  4. Click Add.

We fetch the page, extract the main content using AI, and index it. If the source page changes later, you can refresh it from the actions menu. Duplicate URLs on the same assistant are detected and blocked.

Adding a YouTube Video

  1. Click Add Content and select YouTube.
  2. Paste the YouTube video URL.
  3. Click Add.

Works with any public video that has captions or subtitles. The transcript is formatted into time-stamped paragraphs for easy reference.

Uploading PDFs

  1. Click Add Content and select PDF.
  2. Select a PDF file (up to 10 MB, or unlimited on VIP plans).
  3. The file uploads immediately. A spinner shows while text is being extracted.
  4. Once processing completes, the content appears in your library.
Drag and drop
You can drag and drop PDF files directly onto the content page. On the unified content library page, you'll be asked which assistant should receive the uploaded files.

CSV Batch Upload

Import many content items at once from a CSV file. Available on Pro and VIP plans.

  1. Click Add Content and select CSV.
  2. Upload a CSV file with the required columns:
    • title (required) -- The content title.
    • content (required) -- The content body.
    • publishedAt (optional) -- Publication date.
    • link (optional) -- Source URL.
    • image (optional) -- Thumbnail URL.
  3. A preview shows the first 5 rows so you can verify everything looks right.
  4. Click Process to import.

Progress is tracked in real time. You can cancel the import at any point. A CSV template with sample data is available for download inside the upload dialog.

Your Content Library

Each assistant has its own content page showing all indexed content in a sortable, paginated table. You can:

  • Search across content titles using keyword and semantic search.
  • Filter by source to show only items from WordPress, Framer, manual entry, or other types.
  • Click any content item to view or edit it.

The top-level Content page in the main navigation shows all content across all your assistants in one place. Filter by content type, filter by assistant, and search everything at once.

Content Controls

Each content item has a few controls you should know about.

Enable / Disable

Toggle the Enabled switch on any content item:

  • Enabled -- The AI uses this content to answer questions.
  • Disabled -- Removed from the AI's knowledge base, but kept in your library. Re-enable it anytime.

This is great for temporarily hiding outdated content without deleting it.

Citation Toggle

Toggle the Citation switch to control whether a content item appears as a source in AI responses:

  • Citations on -- Visitors see this content listed in the "Sources" section below answers.
  • Citations off -- The AI still uses this content, but visitors won't see its title, link, or image.

Useful for internal reference content that should inform answers but shouldn't be linked to visitors.

Refreshing

URL and integration content can be refreshed to re-fetch the latest version from the original source. Click the refresh option in the actions menu.

Deleting

Only manually added content can be deleted. Integration-synced content is managed through the integration itself. Deleting content removes it from both the library and the AI's knowledge base.

Editing
Only manually created text content can be edited. URL, YouTube, PDF, and integration content is read-only -- use refresh to update it from the source.

Auto-Sync with Integrations

Don't want to copy-paste? Connect an integration and your content stays up to date automatically.

WordPress

  1. Go to the Integrations page (accessible from the Synced Sources section on the dashboard).
  2. Click Add Source and select WordPress.
  3. Enter your WordPress site URL.
  4. Install and activate the Echo WordPress plugin on your site for verification.
  5. Select which assistant should receive the synced content.
  6. Submit. Content import begins in the background.

Content updates sync in real time via webhooks. When you publish or update a post, it's automatically reflected in your assistant's knowledge base.

Framer

  1. Click Add Source and select Framer.
  2. Enter your Framer site URL.
  3. Complete the domain verification process.
  4. Select the target assistant.
  5. Submit.

Custom Website

  1. Click Add Source and select Website.
  2. Enter the website URL.
  3. The platform crawls and imports the site content.
  4. Select the target assistant.

Each integration shows as a card with the source name, domain, content count, and status. A notification bar appears when integrations are actively importing. You can delete an integration to remove it and all its synced content.

Content Limits

Your subscription plan sets a limit on how many content items you can have across all your assistants. Check your current usage on the Plan page (Organization switcher > Plan).

At the limit?
When you hit your content limit, new content can't be added and integration syncs pause. Upgrade your plan to increase the limit.

Tips for a Great Knowledge Base

  • Start with your top questions. What do customers ask you most? Add that first.
  • One topic per item. A focused FAQ entry works better than one giant document covering everything.
  • Use descriptive titles. Titles help the AI match questions to the right content.
  • Keep it fresh. Changed your pricing? Updated a policy? Refresh the content too.
  • Test after adding. Go to Chat, ask a question about the new content. See if the answer makes sense.