Configuring Knowledge Base Integration

Connect your documentation or FAQ site to help AI Companion generate more accurate, context-aware reply suggestions based on your actual content.

What is Knowledge Base Integration?

Knowledge base integration allows AI Companion to:

  • Search your documentation when generating suggestions
  • Reference specific articles from your knowledge base
  • Provide accurate information based on your actual content
  • Stay up-to-date with your latest documentation

Instead of relying solely on general knowledge, AI Companion uses your knowledge base as the primary source of information.

How It Works

When you provide a knowledge base URL:

  1. Domain extraction - AI Companion extracts the domain from your URL
  2. Web search configuration - Configures provider-specific web search tools
  3. Domain filtering - Restricts searches to your knowledge base domain
  4. Content prioritization - AI prioritizes information from your knowledge base

For example, if you provide https://docs.example.com, AI Companion will:

  • Search only within docs.example.com
  • Reference articles from your documentation
  • Base suggestions on your actual content

Setting Up Knowledge Base

During Initial Setup

  1. In the AI Companion setup wizard, proceed to Step 3: "Add Knowledge Base"
  2. Enter your knowledge base URL (e.g., https://docs.example.com)
  3. Click Continue to proceed to review

After Setup

  1. Go to AI Companion settings
  2. Click edit on the "Knowledge Base URL" field
  3. Enter or update your URL
  4. Save changes

Best Practices

Use Documentation Sites

Ideal knowledge base URLs:

  • Documentation sites (e.g., docs.example.com)
  • FAQ pages (e.g., support.example.com/faq)
  • Help centers (e.g., help.example.com)
  • Public knowledge bases (e.g., kb.example.com)

Ensure Public Access

Your knowledge base must be:

  • Publicly accessible - No authentication required
  • Indexed by search engines - So AI can find content
  • Well-structured - Clear navigation and organization

Keep Content Up-to-Date

  • Regular updates - Keep documentation current
  • Accurate information - Ensure content matches your products/services
  • Clear structure - Organize content logically

Examples of Good Knowledge Base URLs

https://docs.example.com
https://support.example.com/help
https://help.example.com
https://kb.example.com
https://www.example.com/documentation

How AI Uses Your Knowledge Base

When generating suggestions, AI Companion:

  1. Receives customer question - Analyzes what the customer is asking
  2. Searches knowledge base - Uses web search tools to find relevant articles
  3. Reads relevant content - Accesses specific pages from your documentation
  4. Generates response - Creates a suggestion based on your actual content
  5. References sources - May include links to your documentation

Example Flow

Customer asks: "How do I reset my password?"

AI Companion:

  1. Searches your knowledge base for "password reset"
  2. Finds your password reset documentation page
  3. Reads the step-by-step instructions
  4. Generates a suggestion that matches your documentation
  5. May include a link to your help article

Knowledge Base Requirements

Content Quality

Your knowledge base should have:

  • Clear, well-written articles - Easy for AI to understand
  • Organized structure - Logical categories and navigation
  • Up-to-date information - Reflects current products/services
  • Searchable content - Indexed by search engines

Technical Requirements

  • Publicly accessible - No login required
  • HTTPS enabled - Secure connection
  • Search engine indexed - Content discoverable via search
  • Stable URLs - Links don't change frequently

Updating Knowledge Base URL

You can update your knowledge base URL at any time:

  1. Go to AI Companion settings
  2. Click edit on "Knowledge Base URL"
  3. Enter the new URL
  4. Save changes

New suggestions will immediately use the updated knowledge base.

Troubleshooting

Knowledge Base Not Being Used

Check:

  • URL is correct and accessible
  • Domain is publicly accessible
  • Content is indexed by search engines
  • URL format is correct (include https://)

Solution:

  • Verify URL in a browser (should load without login)
  • Check if content appears in Google search
  • Ensure URL includes protocol (https://)

Inaccurate Suggestions

Possible causes:

  • Knowledge base content is outdated
  • Content doesn't match your actual products/services
  • Knowledge base structure is unclear

Solution:

  • Update your documentation
  • Ensure content accuracy
  • Improve content organization

Knowledge Base Not Found

Check:

  • URL is accessible from the internet
  • Domain is correct (no typos)
  • Site is not behind authentication

Solution:

  • Test URL in incognito/private browser window
  • Verify domain spelling
  • Ensure public access

Provider-Specific Behavior

OpenAI & Grok

  • Uses web_search tool with domain filtering
  • Searches within your specified domain
  • Accesses multiple pages as needed

Anthropic

  • Uses web_search_20250305 tool
  • Domain-restricted searches
  • Efficient content retrieval

Gemini

  • Uses url_context tool
  • Accesses your knowledge base directly
  • May have different search behavior

All providers effectively use your knowledge base, but you may notice slight differences in how content is accessed and referenced.

Benefits of Knowledge Base Integration

More Accurate Responses

AI Companion provides answers based on your actual documentation, not general knowledge.

Consistent Information

All suggestions reference your official documentation, ensuring consistency.

Up-to-Date Content

When you update your knowledge base, AI Companion automatically uses the latest information.

Better Customer Experience

Customers receive accurate, helpful responses that match your documentation.

When to Skip Knowledge Base

You can skip knowledge base setup if:

  • You don't have documentation yet
  • Your content isn't publicly accessible
  • You prefer general AI knowledge
  • You'll add it later

You can always add a knowledge base URL later in settings.

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