Skip to main content
Give agents accurate answers from files and websites, then validate in the Test AI Agent sandbox before customers see replies. Where: Train AI Agent / Edit AI Agent form → Knowledge Sources section + Test AI Agent panel

​
Quick reference

​
Why knowledge matters

Banner on form and detail:
“Want your AI Agent to respond more accurately? Add accurate knowledge sources…”
The model uses retrieved snippets from your sources for factual answers — not just instructions. Update knowledge after every pricing, policy, or product change.
Vendschat Train AI Agent form showing Response Delay and Knowledge Sources with Add knowledge source, plus Create agent.

Knowledge Sources on the train form

​
Add knowledge source drawer

Button: Add knowledge source → drawer “Add AI Knowledge Source”

​
Shared fields

​
Option A: File

Upload flow uploads to workspace storage → attaches file_id on save.

​
Option B: Website

​
Advanced crawl settings

Path filter docs link in UI points to crawl path filter documentation.

​
Source list (after add)

Each row shows: Added sources (N) counter on form. On save (create or edit), sources sync to backend indexing pipeline.

​
Rate limits (fair use)

Rolling 24-hour window per workspace: If customer hits limit, wait or contact support for enterprise limits.

​
How retrieval works (conceptual)

Conversation history (recent messages) is included separately from knowledge files. Test mode returns sources array with heading, content, score for debugging.

​
Test AI Agent panel

Available on:
  • Create / Edit form (side panel / mobile drawer)
  • Agent detail page (Test AI Agent button)
Vendschat Sales Agent detail on the left and Test AI Agent sandbox on the right with a greeting and a Type your message field.

Test AI Agent sandbox

​
UI behavior

​
What to test

Test does not send WhatsApp/Messenger messages — sandbox only.

​
After failed test

Error toast; last user message restored to input for retry.

​
Knowledge status badges

Manual Resync queues a new ingest (subject to rate limits).
Test: “Do you handle immigration?” → should cite FAQ, not invent practice areas.

​
Best practices

  1. One topic per file when possible — easier to update
  2. Exclude blog/noise URLs with exclude globs
  3. Weekly resync for pricing pages; monthly for static policies
  4. Re-test after every knowledge edit
  5. Don’t upload huge dumps — stay within 1 MB batches; split logically
  6. Instructions repeat what knowledge cannot enforce (tone, legal boundaries)

​
Troubleshooting