If your business already has a website, you do not need to retype it by hand. The platform collects the text of its pages into one document. You then decide which details to add to the knowledge base and whether AI employees may answer from the website text.
Where to find it
- In the top menu, open “Knowledge base” and select the “Business data” section.
- If there is no “Website” block on the page, click “Manage sections”.
- In the “Website” card, click “Add section”.
Once you add your first website, the “Website” block is always shown in the “Business data” section. The collected website also appears in the “Documents” section.
How to get information from your website
- In the “Website URL” field, enter the address of the home page.
- Click “Import website information”.
- Wait until it finishes. While the information is being collected, you can work in other sections: the result will appear in the “Website” block.
When the document is ready, the website card shows the number of collected pages and the date.
How to review and confirm the website
Until you review the information, the website has the status “Website needs confirmation” in the “Documents” section.
- Click “Open document and details” in the “Website” block. In the “Documents” section, the same page opens from the “Check and confirm information” link.
- In the “What's downloaded from the site” block, check the address, the number of pages and the snapshot date. The “Open site text” button shows all the collected text.
- Look through the details found. Each one shows “Before” and “Will become”. Clear the checkbox next to anything you do not want to add.
- Decide whether to keep the checkbox that looks like “Use website text (12 pages) in replies” (Use website text (12 pages) for answers). With it, AI employees can answer from the content of the pages. Without it, only the selected details go into the knowledge base.
- Click “Apply selection and confirm site”.
How to fill in the knowledge base with the assistant
- In the website card, click “Add to knowledge base with the assistant”.
- The assistant reads the collected text, compares it with the information already saved and suggests changes.
- Review the suggestions and click “Apply” or “Skip”.
For details, see Setup assistant.
How to update the information
If something has changed on your website, click “Refresh website information”. The pages are collected again, and after that you need to review and confirm the new snapshot again. If collection fails, the card shows a “Retry import” button.
How to download the website text
The “Download Markdown” button saves all the collected website text as a single text file. It is handy for looking through it yourself or sending it to a colleague to check.
Good to know
- The business Owner and Administrator can get, update and confirm website information. For other roles, the “Website” block is view-only.
- Business information does not change without your confirmation.
- If you cleared the website text checkbox during review, AI employees do not answer from it. To turn on answers from the website, click “Refresh website information” and confirm the new snapshot with this checkbox selected.
- If the business information changed after the website was collected, the review page will suggest updating the information from the website.
- You can delete a website in the “Documents” section: click “•••” in its row and select “Delete”.