Give your assistant a knowledge base

The knowledge base is what your assistant knows. Everything it tells a customer comes from here, so this is where the quality of its answers is decided.

Steps

  1. Open your assistant from AI Assistants.
  2. Find the knowledge base section and upload a document.
  3. Wap2b reads the text out of it and shows you what it extracted.
  4. Check that extract. If it came back garbled or nearly empty, the assistant will see the same mess. Fix the source and upload again.
  5. Repeat for each document.

Accepted formats

FormatNotes
PDF (.pdf)Must be real text. A scanned page is a picture and reads as nothing.
Word (.docx)Reliable.
Excel (.xlsx, .xls)Good for price lists and specification tables.
Plain text (.txt)The most reliable of all.

Scanned PDFs contain no text

If your price list is a photo of a printed page saved as a PDF, there is nothing to read. Retype it into a plain text file — ten minutes that decides whether the assistant works at all.

What to upload

Start with the things customers actually ask about:

  • Price list — the single most valuable document.
  • Products or services, with the details people ask before buying.
  • Delivery — areas, times, charges.
  • Returns, refunds and warranty, in the wording you want quoted back.
  • Opening hours, address and directions.
  • Your existing FAQ, if you have one.

Writing documents an assistant can use

The best knowledge base is not your glossy brochure. It is a plain document written as questions and answers.

This works well:

Do you deliver outside the city? Yes, anywhere in the state. Delivery inside the city is free and takes 1–2 days. Outside the city costs ₹150 and takes 3–5 days.

Can I return an item? Within 7 days of delivery, unused and in its original packaging. Refunds reach your account in 5–7 working days.

This works badly:

Our company has always been committed to the highest standards of customer satisfaction, and our nationwide logistics network ensures timely fulfilment.

The first answers a question. The second says nothing an assistant can use.

More rules of thumb:

  • Be specific. "3–5 days" beats "quickly". "₹150" beats "a nominal charge".
  • State the exceptions, because that is what customers ask about.
  • One topic per section, with a heading that reads like the question.
  • No internal jargon or product codes the customer would not recognise.

Keeping it current

An assistant quoting last season's prices is worse than no assistant. When something changes — prices, hours, delivery charges — replace the document that says so.

Remove documents you no longer want quoted. If two documents disagree, the assistant has no way of knowing which one is right.

If something goes wrong

  • The extract is empty or garbled. A scanned PDF, or a heavily designed one where the text is images. Convert to plain text.
  • The assistant does not know something you uploaded. Check the extract for that document — the section is probably not in it, or is worded so differently from the customer's question that it does not connect. Add a plain question-and-answer version.
  • It gives an out-of-date answer. An old document is still attached. Remove it.
  • It contradicts itself. Two documents disagree. Delete the older one.

Next

Read your analytics, or set up how pricing works if you want to understand the charges first.

Still stuck?

If this page did not solve it, tell us what you were trying to do and we will pick it up from there.

Open a support ticket