Help centre
How to train your agent with a knowledge base
Open Knowledge Base in the app, create a collection, and add sources: a file (PDF, TXT or DOCX up to 10 MB), a link, a website to crawl, or a text article. Then attach the collection to a persona with Attach Knowledge Base. The agent uses it when it answers.
Published by Sellinger AI. Numbers and settings checked on 19 October 2026 against the fact register. Report an error.
Before you start
- Gather the documents your agent needs: price list, product pages, policies, frequently asked questions.
- Know that the knowledge base is attached to a persona, not directly to a campaign.
Steps
- 1
Step 1
Create a collection
Open Knowledge Base and add a new collection. Give it a Knowledge base name and an optional Description.
- 2
Step 2
Add sources
Open the collection and add a Static link, a File Upload, a Website to crawl (you can set a refresh interval), or a Text article with a title and content.
- 3
Step 3
Let it build
After each change the knowledge summary updates automatically. Click Refresh if it says not built yet.
- 4
Step 4
Attach it
Open the campaign, choose the Personas tab, open the persona and click Attach Knowledge Base.
- 5
Step 5
Test it
Ask the agent a question that only your documents answer, for example in a live chat widget preview, and read the answer.
What happens next
The agent can search the collection when it writes or answers, so it can quote prices, policies and product details from your own material.
Good to know
- Files are limited to 10 MB each, in PDF, TXT or DOCX. Larger files give an error.
- A website source can be refreshed on an interval, so changes to your site reach the agent.
- The agent should not guess prices. Put them in a source, or leave them out and set a rule that hands pricing to a person.
- A channel such as Instagram also has a Knowledge tab where you assign a collection to the account's campaign.
Common questions
Can I build one from my website?
Does the agent read the whole collection every time?
Is my content shared with other customers?
Sources and method
Written from the Sellinger app as of 19 October 2026.
Related: Personas and tone of voice, Glossary: knowledge base for sales agents, Write rules your agent follows, All help articles.
