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Knowledge Base

Train your AI agents with domain-specific knowledge to provide more accurate and contextual responses.

Knowledge Sources Dashboard

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Adding Knowledge Sources

ChatterMate supports multiple ways to add knowledge to your AI agents:

PDF Upload

Upload PDF documentation, guides, and manuals

URL Import

Import knowledge from web pages and documentation sites

Link Existing

Share knowledge sources between multiple agents

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Knowledge Sharing

ChatterMate allows multiple agents to share common knowledge sources through the “Link Existing” feature:

Link Existing

Connect agents to existing knowledge sources

Shared Access

Multiple agents can reference the same knowledge

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Benefits of Knowledge Sharing

  • Maintain consistency across different agent types
  • Reduce duplicate content processing
  • Centralized knowledge management
  • Easy updates propagate to all linked agents

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Use Cases

  • Share company policies across all agents
  • Common product documentation for sales and support
  • Technical specifications for multiple specialist agents
  • FAQ content for general and specialized support

When you update a shared knowledge source, all agents linked to it will automatically have access to the updated information without requiring reprocessing.

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Knowledge Processing

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Batch Processing

ChatterMate processes knowledge sources in batches to ensure system stability:

  • Maximum 20 subpages per batch
  • Processing occurs every 5 minutes
  • Queued items are processed in FIFO order
  • Status tracking for each knowledge source

Knowledge processing includes text extraction, chunking, embedding generation, and vector database indexing. This ensures optimal retrieval during customer interactions.

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Processing States

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Notifications

When Firebase Cloud Messaging is enabled:

{
  "title": "Knowledge Processing Complete",
  "body": "Your knowledge source '[filename]' has been successfully processed",
  "type": "knowledge_processed"
}
  • Notifications are sent only when processing completes
  • Success and failure states are reported
  • Click notification to view details
  • Configurable notification preferences

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Knowledge Source Management

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Source Types

  • PDF Documents
  • Web Pages
  • HTML Content
  • Markdown Files
  • Plain Text

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Source Details

Each knowledge source shows:

  • Source name/URL
  • Number of subpages
  • Creation date
  • Processing status
  • Last updated timestamp

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Best Practices

  1. Document Preparation

    • Use clear, well-structured documents
    • Break large documents into smaller sections
    • Ensure text is extractable from PDFs
    • Keep URLs accessible and stable

  2. Processing Management

    • Monitor queue status
    • Process during off-peak hours
    • Keep documents under 100MB
    • Use consistent formatting

  3. Content Organization

    • Group related documents
    • Use descriptive filenames
    • Update outdated content
    • Remove obsolete sources

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Limitations

  • Maximum 20 subpages per batch
  • Processing occurs every 5 minutes
  • PDF size limit: 100MB
  • URL must be publicly accessible
  • Text must be extractable (no scanned PDFs)

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Monitoring Progress

Track knowledge processing through:

  1. Dashboard status indicators
  2. Firebase notifications (if enabled)
  3. Processing history logs
  4. Error reports and retry options

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What’s Next?

After adding knowledge sources:

  1. Test AI responses with new knowledge
  2. Monitor response accuracy
  3. Update content as needed
  4. Configure notification preferences

Testing

Next: Learn how to test your AI agent’s knowledge