"Please Note: Older accounts may require an upgrade to our AI Agent Suite. Please email team@zipleads.com.au for more information"
1. Open the Knowledge Base area
Click AI Agents in the left-hand ZipLeads menu.
Click Knowledge Base in the top menu bar.
The Knowledge base page lists any knowledge bases that already exist in this account.
2. Create a new knowledge base
Click + Create knowledge base in the top right corner.
Name the knowledge base after the agent or business it relates to.
Add a description if you want to (optional).
Click Add.
3. Knowledge source types
Inside the knowledge base you can add several types of knowledge, each shown as a tab along the top:
Web crawler – crawl an exact page link or a whole website domain.
FAQ – question and answer pairs for commonly asked questions.
Rich text – free text about your business, e.g. special offers, location, staffed hours. This is the most commonly used and recommended option.
Tables – import a CSV file.
File upload – upload PDFs or pull documents straight from Google Drive.
Tip: If you don't have a specific question in mind for FAQ's, add the information into Rich text rather than FAQ section.
4. Add in your Knowledge
Select the type of knowledge you want to add and then add your knowledge in
Each saved document appears in the list and shows a Training status while it processes.
To add more knowledge, click + Add again and repeat the previous step. A single knowledge base can hold many documents and source types.
5. Open your AI agent
Click the back arrow to leave the knowledge base, then click Conversation AI in the top menu.
Click Agents List.
Click the agent you want to link the knowledge base to.
6. Add the knowledge base as a trigger
In the right-hand panel of the agent, expand Knowledge Base Triggers.
Click Add Knowledge Base Trigger.
In the Select knowledge base dropdown, choose the knowledge base you created.
Click Save in the dialog.
Adding an instruction is optional — the agent decides when to use the knowledge base.
7. Save the agent
The linked knowledge base now shows under Knowledge Base Triggers. Click Save in the top right corner of the agent to confirm the change, then navigate back out of the agent.
Watch out: If you don't save the agent itself, the new trigger won't be kept.
8. Reopen an existing knowledge base to edit it
Click Knowledge Base in the top menu.
Click the name of the knowledge base you want to change.
Select the tab for the type of knowledge you want to add or edit, for example Rich text.
12. Edit an existing document
In the Actions column of the document, click the edit document (pencil) icon.
Add your extra knowledge to the content box.
Click Save.
13. Or add a separate knowledge item
Click + Add next to the type of knowledge you want to add.
Enter a File name and your new knowledge.
Click Save.
The new document appears in the list and trains automatically. Because the knowledge base is already added as a knowledge base trigger, the update syncs to your AI agent with no further action.
Notes
A single knowledge base can contain multiple knowledge sources, and different knowledge bases can be linked to different AI agents if you run more than one.
Documents show a Training status while they process and change to Trained when they are ready.