Knowledge: help docs, files and websites
What the AI agent knows, and how to add help docs, pages, files and whole websites to it.
AI guidance in your app and the sales agent on your website read the same knowledge. Whatever you add here, both use.
What the agent knows
The agent only knows:
- your Sales agent playbook (pitch, value props, workflows)
- your workspace's help docs
- answers you wrote in Demos → Improve
- your coaching notes
- the buttons and labels on the page it's looking at
With no help docs, it can only describe what's on screen. Add help docs first.
How it uses your help docs
On every visitor message, the agent searches your help docs with that message and uses the best matches (up to 6).
It only says where a feature lives if your help docs or the screen show it. Otherwise it says it doesn't know, and the question shows up in Demos → Improve so you can answer it.
Add knowledge
Go to Knowledge → Add document. There are four tabs:
| Tab | What it adds |
|---|---|
| Write | A doc you type yourself: a title and the content. |
| Import page | One public web page, by URL. HTML or text, up to 2 MB. Importing the same URL again replaces the earlier copy. |
| Upload file | A PDF, Markdown or plain text file, up to 10 MB. Cueston extracts the text, so a scanned PDF that's only images has no text to use. |
| Import website | A whole site, from its URL or a sitemap URL. |
Import a website
Paste your site's URL or its sitemap URL. Cueston imports up to 100 pages on the same site, in batches, and shows progress as it goes.
The site is synced again automatically every week. It's listed under Sources on the Help docs page, with:
- Last synced: when it was last updated
- Sync now: update it right away, for example after you change your docs
- Remove: take the site and its pages out of the knowledge
Check what the sales agent has
Demos → Sales agent has a Knowledge card. It shows how many help docs, website sources and answered questions the agent has, warns you when it has none, and links to Help docs.