Custom Knowledge Base
Adding a Custom Knowledge Base to your AI Agent
Last updated
Adding a Custom Knowledge Base to your AI Agent
Last updated
After you’ve configured your AI Agent’s opening statement, the next step is to set up a custom knowledge base. This feature is crucial as it defines how your AI Agent manages two key aspects: the data attached to it and its handling capabilities.
The data attached to your AI Agent primarily consists of the information from your synced website. In this section, you can specify exactly how the agent should use this data by providing custom instructions, such as:
Pricing Questions:
For example, you can add an instruction like:
You can instruct the agent to display the support number or explain how users can report an issue if the Agent is not working as expected.
For instance, if there’s a new offer (e.g., offer “50% Discount deal”), include a note such as:
“Please make sure to tell the user about our new offer: 50% Discount deal.”
Specify that questions related to payments should direct users to a specific page (e.g., /payment) or that support-related inquiries should link to a designated support page.
The capabilities section is where you instruct your AI Agent on how to perform specific functions or requests. Here, you should explain in plain language what you expect the agent to do, much like providing instructions to a human:
Describe the functionality of various commands. For example:
“If a user asks for their account details, fetch the profile information getAccountDetails Capability”
Outline how the agent should handle certain requests, such as:
“When a user inquires about shipping status, execute the shipping lookup capability and return the current status.”
Clearly specify any additional actions or responses. This can include guidance on handling complex queries or referring users to specific resources based on the context of their questions.
“If someone asks about prices, please refer them to.”
