Knowledge Base
Your agent's knowledge base is the foundation of every accurate answer. Learn how to add sources, keep them fresh, and structure content for the best retrieval results.
How retrieval works
When a customer sends a message, SolveoAI searches your knowledge base using semantic vector search (RAG — Retrieval-Augmented Generation). It finds the most relevant chunks from your documents and injects them into the model context before generating a response. The agent then cites its sources so users can verify the answer.
Customer asks a question
Semantic search finds relevant chunks
Model generates answer from context
Knowledge source types
Document Upload
PDF, DOCX, and TXT files are chunked and indexed automatically.
- Supported formats: PDF, DOCX, DOC, TXT, MD
- Maximum file size: 50 MB per file
- Files are split into overlapping chunks for better retrieval accuracy
- Processing typically takes 30–120 seconds depending on file size
Website Crawl
Point the agent at your docs site or help center and it crawls the pages automatically.
- Paste a root URL and choose the maximum number of pages to crawl
- Stealth crawling mode to handle modern JavaScript-rendered sites
- Re-crawl anytime to pick up new or updated content
- Progress is shown in real time during the crawl
Q&A Entries
Manually add question-answer pairs for precise, high-confidence answers.
- Ideal for FAQs, pricing questions, and policy statements
- Q&A entries take priority over document-derived answers
- Add as many entries as you need — no limit on any paid plan
- Edit and delete entries at any time without re-processing
Text Paste
Paste raw text directly into the knowledge base for quick additions.
- Good for short policies, disclaimers, or announcements
- No file upload required — just paste and save
- Supports Markdown formatting
Notion Sync
Connect your Notion workspace and sync pages and databases.
- OAuth connection — no API key needed
- Select individual pages or entire databases to sync
- Re-sync with one click to pull in edits from Notion
- Notion tables are converted to structured text for retrieval
Adding sources to your agent
Go to your agent's Knowledge Base
In the dashboard, select your agent and click Knowledge Base in the left sidebar.
Click Add Source
Choose a source type: file upload, website, Q&A, text paste, or Notion.
Upload or connect your content
For files, drag-and-drop or browse. For websites, enter the root URL. For Notion, complete the OAuth flow.
Wait for processing
The platform chunks and indexes your content. A status indicator shows processing, ready, or error states.
Test in the playground
Open the test panel and ask questions related to the new content. Verify the agent retrieves and cites it correctly.
Keeping your knowledge base up to date
Re-sync sources at any time
For website sources, click the re-crawl button to refresh all pages. For documents, re-upload the file. For Notion, click Sync. Re-syncing replaces the old content without requiring any other changes to your agent.
Note: Deleting a source removes it and all its chunks from the knowledge base immediately. If the agent was using it to answer questions, it will no longer have that information. Re-upload or re-connect the source if you need to restore it.
Best practices for accurate answers
Write for the questions, not the answers
Structure docs with clear headings that match what customers actually ask. The agent retrieves by semantic similarity, so docs that mirror common questions return better results.
Keep chunks focused
Avoid documents that mix unrelated topics in a single wall of text. Shorter, focused pages — each covering one topic — result in more accurate retrieval.
Use Q&A entries for critical facts
For pricing, refund policies, or SLA commitments, use Q&A entries. They take precedence over document chunks and ensure the agent never paraphrases a critical policy incorrectly.
Re-sync regularly
If your product or policies change, re-crawl your website or re-upload documents. Stale knowledge bases are the most common cause of incorrect agent answers.
Test after adding sources
After each knowledge base update, open the test panel and ask questions that should be answered by the new content. Verify citations link to the correct source.
Ready to build your knowledge base?
Go to your agent and add your first source.