Q&A

Teach the agent exact answers to specific questions.

Where to find it

Sources › Q&A

Open this screen
Q&A page: Add Q&A form, Data sources with Check a question, Auto-improve and the Q&A list

Steps

  1. In the sidebar, open Sources › Q&A.
  2. If you have several AI agents, pick the agent in the list at the top right; sources belong to one agent.
  3. Fill in Add Q&A with a Question and its exact answer, then press Add Q&A.
  4. Use Check a question in Data sources to see what the knowledge base finds for a question.
  5. Press Auto-improve to tidy every answer; Undo puts them back.

Settings on this screen

SettingWhat it doesDefault
QuestionThe question callers ask.—
AnswerThe exact answer the agent should give.—
Auto-improveMerges duplicates, fixes wording, shortens answers for the phone and checks each against your sources.—
Check a questionShows what this agent's knowledge base finds. No call is made.—
Search these questions and answersFilters the list.—
Data sourcesThis agent's sources by type (Files, Website, Text snippets, Q&A, Notion import), the organisation's storage meter, and Re-index agent.—

Troubleshooting

"Enter both a question and an answer."

Fill in both boxes.

Tips

  • Each row notes where it came from: imported from the chat app, learned from a call, saved by a person or suggested from your sources.
  • When a banner says live calls do not use this knowledge base yet, what you add is stored and searchable but not read on a call until AI answering is configured for the service.

Good to know

  • Storage is shared by every agent in the organisation: up to 3,000,000 characters in all, and up to 200,000 characters per source (a longer one is cut, and the cut is shown).
  • Members can read sources; only workspace managers can add, change or delete them.

Related how-tos

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