Knowledge Base

Agents rely on a knowledge base to provide accurate and relevant responses to your business. To maximize the effectiveness of your Aimdoc agent, it's essential to train your agent.

The Knowledge tab is divided into two sections: Websites and Documents.

1. Websites

Aimdoc can extract information directly from your website to incorporate into its knowledge base.

Website Crawling

You can index an entire site inside the Agent builder experience, under the Knowledge > Websites tab.

Aimdoc will first crawl the sitemap of the URL and provide you with a list of pages it found. You can then select the pages you want to index and apply to your agent.

Features:

Train Pages: Retrain specific existing pages to update content.
Crawl Site: Perform an ad hoc comprehensive crawl of your website.
Autotrain: Automatically check for and train on new content. You can configure this to run daily (Business plan) or weekly (Pro plan). You can also exclude specific routes.

Autotrain requires your website to have a sitemap configured.
Deleting pages will archive them, preventing them from being picked up during scheduled retraining.

2. Documents

In addition to website content, you can enhance your agent's knowledge by uploading various documents.

Supported File Types:

PDFs
Word Documents
Text Files

How to Upload:

Navigate to the Knowledge > Documents tab.
Click Upload Files and select your documents.
Click Train to process the documents and add them to the knowledge base.

Ensure uploaded documents are well-organized and clearly written to facilitate accurate information extraction.

3. Dynamic Q&A

Aimdoc's dynamic Q&A feature allows you to provide specific question-and-answer pairs for precise responses.

Setting Up Dynamic Q&A:

Create Q&A Pairs: Compile a list of common questions and answers.
Input into Aimdoc: In the dashboard's 'Dynamic Q&A' section, manually enter pairs.
Save and Train: Aimdoc will incorporate these into its knowledge base.

Generated Q&A: When your agent encounters a question it hasn't been trained on, it will dynamically insert a new unanswered question into the Q&A list for you to review.

Extracted Knowledge (Business Plan): Aimdoc automatically creates prefilled Q&A pairs from live chat sessions where reps have intervened, capturing high-signal human answers.

4. Understanding Knowledge Management

When managing your agent's knowledge, it's helpful to understand how Aimdoc stores and shares information across your organization.

Organization-Level Knowledge

Websites and documents are stored at the Organization level. This means once you crawl a website or upload a document for one agent, it becomes available in your organization's library. You can then easily associate these existing resources with other agents without needing to re-upload or re-crawl them.

This "write once, use everywhere" approach ensures consistency across your agents and saves time when managing multiple agents.

Global Q&A

Dynamic Q&A pairs are Global for your entire organization. Any question and answer pair you create is automatically available to all of your agents. You do not need to associate Q&A pairs with specific agents manually.

Best Practices

Consistent Updates: Regularly add new content to keep your agent up to date.
Monitor Interactions: Review conversations to identify knowledge gaps.
User Feedback: Use feedback to improve answers.
Prompt Engineering: Use the Prompting tab to steer the agent towards using its knowledge base effectively.