Keep repeatable answers in one place
Create question-and-answer records for products, locations, policies, and other business facts. Test what the knowledge search returns before relying on it in customer conversations.
Share knowledge across flows
Use a central Q&A source where several assistants need the same information. Add useful exchanges from the inbox and attach files that the AI can share through reference links.
Capture information naturally
Define fields such as email, budget, or preferred location, with a description of what the AI should ask. Collected values appear in the contact panel and can be used by workflows.
How it comes together.
- 1Curate the knowledge
- 2Test retrieval
- 3Collect context in conversation
Setup & availability
AI-generated answers should be tested against your business requirements. A shared knowledge source must be detached before it can be removed.
Detailed setup instructions