User Guide · AI Agents

Knowledge base

Give your agents the facts they answer from: files, websites, FAQs, example conversations and live store data.

An agent is only as good as what it knows. Inboxi has two places for knowledge: the agent's own knowledge, edited in the agent editor and used when the agent talks to customers, and the workspace Knowledge Base under Settings, a library of articles the Copilot uses to help your team.

Agent knowledgeSettings › Knowledge Base
WhereAI Agents › agent › Knowledge Base tabSettings › Knowledge Base
Used byThat AI agent (chat and voice)The Copilot
ContentFiles, websites, FAQs, example conversations, linked storeArticles (title, content, tags)

Agent knowledge sources

inboxi.app/ai-agents/editor
Knowledge Sources and the FAQ Builder inside the agent editor.
  1. 1Each source shows its name and type (file or scanned website text).
  2. 2Analyze content with AI to review what the agent learned from it.
  3. 3Add knowledge source.
  4. 4FAQ Builder.
  1. 1
    Open the Knowledge Base tab
    In the agent editor, click Knowledge Base.
  2. 2
    Click Add knowledge source
    Give the source a Name and choose a Type: Upload file or Add website.
  3. 3
    Upload or enter the URL
    For a website, Inboxi fetches the page and summarizes it. For a file, the text is extracted.
  4. 4
    Done
    The source is saved straight away. Remove a source with the × button.
Adding a source saves a draft
Adding or removing a knowledge source saves the agent immediately as a draft (inactive). Click Publish afterwards to put the agent back live.

Supported files

Text files work best: .txt, .md and .csv. Keep one topic per file (shipping, returns, sizing…) so the agent finds the right passage.

FAQ Builder

Add common questions and their ideal answers with Add Q&A Pair. The AI uses these as a primary reference, so put your most important facts here: prices, delivery times, opening hours, return rules.

Conversation examples

Under Conversation Examples, add a Customer message and the ideal AI Reply. Examples teach style and format (length, emojis, how to ask for an order number) better than instructions alone.

Products and live store data

Product facts should not be copied into files: they change. In the Actions tab, switch on Link to Store and pick your store. The agent then reads your product catalog and pricing, identifies customers by phone or email, and checks order history and status live. Works with the Inboxi store, Salla and Shopify.

Data your own platform pushes through the External Data API (for example a registered partner's orders or bookings) is also added to the agent's context.

Settings › Knowledge Base (Copilot articles)

inboxi.app/settings/knowledge
The workspace Knowledge Base teaches the Copilot about your business.
  1. 1The Copilot searches these articles first when your team asks it something.
  2. 2Start with your return policy, shipping windows or FAQs.
  • Add Article with a Title (up to 200 characters), Content (up to 10,000 characters) and optional comma-separated Tags that help the AI find it faster.
  • Search, edit and delete articles from the list.
  • Viewing needs the knowledge view permission; adding and editing needs the knowledge manage permission.

Keeping knowledge fresh

  • When a policy changes, remove the old source and add the new one, then Publish.
  • Approve good insights from Self-Learning: they become knowledge automatically.
  • Use Build with AI and send your website again to refresh the agent in one step.