Mastering Knowledge Bases

A Knowledge Base is your AI's brain. It's where you store all the information your agent needs to answer customer questions accurately. Without a Knowledge Base, your agent is just a friendly chatterbox; with one, it becomes an expert on your business.

Step 1: Navigate to Knowledge Base

1. Log in to Watsy.
2. Click on Knowledge Base in the left sidebar menu.
3. Here you can manage all your data sources.

Step 2: Create a New Base

1. Click the New Knowledge Base button.
2. Give it a name (e.g., "Product Manuals" or "General FAQs").
3. This creates a container for your documents.

Step 3: Add Data Sources

There are three ways to teach your AI:

1. Upload Files

• Perfect for user manuals, price lists, and PDF catalogs.
• Click Upload File and select a PDF, CSV, or TXT file from your computer.
• Watsy will automatically scan and index the text.

2. Add Text

• Great for quick notes or specific policies not in a file.
• Click Add Text, give it a title, and paste the content directly.

3. Website Scraping

• The easiest way to import your existing website content.
• Click Add URL, paste your website link (e.g., https://example.com/faq), and click Train.
• Watsy will visit the page and learn everything written there.

Step 4: Check Status

After adding a source, look at the Status column.

• Pending: Watsy is reading the content.
• Ready: The AI has learned the information and is ready to use it.

Step 5: Link to an Agent

Don't forget this final step!

1. Go to AI Agents.
2. Edit your agent.
3. Select your new Knowledge Base from the dropdown menu.
4. Save.

Conclusion

Your agent is now smarter! It will use the information you provided to give accurate, fact-based answers to your customers.