Learn how to train your agent with your company data and deploy it on your website or applications.
Your AI agent learns from the documents you upload. The more relevant information you provide, the better it will answer your customers' questions. Claude AI automatically reads and understands your documents.
When you upload a document, Claude AI reads and analyses it, creating a structured knowledge summary. When a customer asks a question, your agent searches this knowledge base first, then uses its general AI capabilities to provide a complete answer.
From your dashboard, click Knowledge Base in the top navigation. This is where you manage all documents your agent learns from.
Click the upload area or drag and drop your files. You can upload PDFs, Excel files, Word documents, CSV files and plain text files up to 10MB each.
Claude AI will read your document and create a knowledge summary. This usually takes 10–30 seconds. The status will change from Processing to Ready.
Go to your chat and ask questions about the content you uploaded. Your agent should now answer using your specific company information.
Delete outdated documents and upload new versions whenever your information changes. Your agent always uses the latest uploaded content.
Your agent supports all common business document formats. Choose the format that best fits your content type.
Maximum file size: 10MB per file. For very large documents, split them into smaller topic-focused files for better results. Scanned PDFs (images) may have reduced accuracy — use text-based PDFs when possible.
Follow these guidelines to maximise your agent's accuracy and usefulness.
Create a plain text file (.txt) with your 20 most common customer questions and their answers. This single document will dramatically improve your agent's accuracy.
A short text document describing your company, services, values and contact information helps your agent introduce your business correctly.
Delete old price lists before uploading new ones. Customers asking about prices will get accurate answers if your documents are up to date.
There are three ways to add your AI agent to any website. Choose the one that best fits your needs.
Your agent works on any device with a browser. Here are the best ways to give your team or customers quick access.
The easiest way — open your agent link in Chrome or Edge, then add it as a desktop shortcut.
After creating a browser shortcut, right-click the app icon on your desktop and select "Pin to taskbar" for one-click access.
Press Ctrl+D (Windows) or Cmd+D (Mac) when viewing your agent to save it as a bookmark for quick access.
Open your agent link in Safari (iOS) or Chrome (Android), then use "Add to Home Screen" to create a mobile app icon.
Send your direct agent link to all team members. They can access it from any browser without any installation needed.
Connect your agent to any application, CRM or custom software using our REST API. Available on Pro and Enterprise plans.
Go to Widget & Embed → API Access tab to find your personal API token. Keep it secret — do not share it publicly.
Use the same session_id for messages from the same user. The agent will remember the conversation context.
Quick answers to the most common questions.
Our team is here to help you get the most out of your AI agent.