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Open Agent → Knowledge Base to manage the information available to your AI. Knowledge Base

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Add a source

Choose one of three source types:
  • Add URL - add a single page or start a website crawl.
  • Add Files - upload supported documents or images for extraction.
  • Add text - enter a title and precise manual content such as policies, FAQs, or temporary instructions.

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Example: a policy the team must confirm

Use your real times, price, and approval process. This structure gives the agent a direct answer while preventing it from presenting a request as confirmed. Configure any escalation and required information separately in Handoff Rules.

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Organize sources

Use search and filters to narrow by:
  • Type: Text, Files, or URLs
  • Status: Active or Inactive
  • Creator: All or Mine
  • Property: All, Global, or a specific property
Each source row shows its name, last update, status, property scope, and actions.

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Property scope

  • Global sources are available across the workspace.
  • A property-scoped source is used only in that property’s context.
Use property scope for policies, amenities, room details, and local recommendations that differ between properties.

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Activate or deactivate

Turn a source off when it should stop influencing responses without deleting it. You can reactivate it later.

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Edit or delete

Open row actions to inspect source details. Manual text can be edited. Delete a source only when it should be removed from the workspace.

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Storage usage

The RAG storage counter shows how many indexed tokens the workspace currently uses against its limit.
Keep time-sensitive policies in short manual text sources so they are easy to find and update.
Knowledge files teach the AI. If you want the AI to send an image or document directly to a guest, add it in Assets instead.

Knowledge Base best practices

Plan topic coverage, write precise sources, handle multiple properties, and test retrieval.