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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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Add one page or a whole website

When you add a URL, choose the scope that matches the content:
  • Single page indexes only the entered page.
  • Whole website follows discoverable same-site links and groups the result as one website source. A crawl is bounded to 500 pages.
A website appears as one row in the Knowledge Base. Open it to browse pages by path, search the current snapshot, and include or exclude the whole website, a path, or an individual page. A page rule overrides its path rule, and a more specific path overrides the website default. Use Refresh after the public site changes. Visito builds a replacement snapshot while the current version remains available; if the refresh fails, the current snapshot is preserved. Saved website, path, and page selections also carry forward to later refreshes.
Exclude duplicate language versions, campaign pages, legal boilerplate, or other sections that should not influence customer answers. Refresh after meaningful website changes, then review newly discovered pages.

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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
  • Business: All, Global, or a specific business
Each source row shows its name, last update, status, business scope, and actions.

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Business scope

  • Global sources are available across the workspace.
  • A business-scoped source is used only in that business’s context.
Use business scope for policies, services, product availability, and local information that differ between businesses.

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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. For a website source, the main status switch temporarily removes all of its pages from retrieval without erasing the saved page and path selections.

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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. Visito checks the projected active storage before activating a source. If an initial website crawl would exceed the workspace limit, the crawl can finish with the website inactive so you can review its pages without replacing active knowledge. Deactivate unused content or select Upgrade now when the dashboard offers it, then activate the source.
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 customer, add it in Assets instead.

Knowledge Base best practices

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