Quick start
- Open your sub-account and navigate to AI Agents.
- Click on the Knowledge Base tab.
- Edit an existing Knowledge Base, or click Create New and give it a clear name and description.
Follow the detailed steps below to complete the setup.
Imagine you just closed a massive commercial roofing client. They hand over a 50-page PDF outlining all their standard operating procedures, warranty details, and pricing structures.
Your team spends three days manually copying and pasting every single paragraph from that massive PDF into your AI training data. Then the client updates their warranty policy. You have to go back in, find the exact text chunk, and update it manually. It is a slow, painful, and error-prone nightmare.
You should not have to manually format documents to train your AI. HighLevel just completely eliminated this friction with Document and Rich-Text Support in the Knowledge Base. You can now upload your existing PDFs or Word docs directly, and the system automatically parses the text into searchable chunks for your AI agents. Let us get your documents uploaded instantly.
Part 1: Access Your Knowledge Base
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Open your sub-account and navigate to AI Agents.
- Click on the Knowledge Base tab.
- Edit an existing Knowledge Base, or click Create New and give it a clear name and description.
Part 2: Upload Your Documents
Stop copying and pasting your text manually. Let the system do the heavy lifting.
- Click Add Source and select File Upload.
- Browse your computer or use the drag-and-drop feature to pull in your DOC, DOCX, or PDF files. Make sure your headings are clear so the AI knows exactly how to structure the data.
- Click Upload Files. The system will extract the text, ignore any heavy images to keep things fast, and use your document headings to create logical data chunks.
- Wait for the parsing to complete. Once the status turns to Processed, your bot is instantly ready to use the data. You can click the arrow icon to open the file in a new tab or hit the bin icon to delete it.
Part 3: Add Custom Rich-Text Notes
Sometimes you just need to drop a quick update or add a new rule without creating an entirely new document.
- Click to add a Rich-Text source from your menu.
- Write your new content or edit your existing notes directly inside the built-in editor.
- Click Save to instantly add this new context to your active knowledge base.
This simple update saves you hours of manual formatting and ensures your bots always give accurate answers based on your actual business documents.
Frequently Asked Questions
How do I access my Knowledge Base?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Open your sub-account and navigate to AI Agents. Click on the Knowledge Base tab. Edit an existing Knowledge Base, or click Create New and give it a clear name and description.
How do I upload my Documents?
Stop copying and pasting your text manually. Let the system do the heavy lifting. Click Add Source and select File Upload. Browse your computer or use the drag-and-drop feature to pull in your DOC, DOCX, or PDF files. Make sure your headings are clear so the AI knows exactly how to structure the data. Click Upload Files. The system will extract the text, ignore any heavy images to keep things fast, and use your document headings to create logical data chunks. Wait for the parsing to complete. Once the status turns to Processed, your bot is instantly ready to use the data. You can click the arrow icon to open the file in a new tab or hit the bin icon to delete it.
How do I add Custom Rich-Text Notes?
Sometimes you just need to drop a quick update or add a new rule without creating an entirely new document. Click to add a Rich-Text source from your menu. Write your new content or edit your existing notes directly inside the built-in editor. Click Save to instantly add this new context to your active knowledge base. This simple update saves you hours of manual formatting and ensures your bots always give accurate answers based on your actual business documents.
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