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Knowledge Base

Train your AI agents on your own content so they answer accurately and in context. ChatterMate crawls websites and sitemaps, ingests PDFs and pasted text, and lets you review, edit, and re-embed every page it learned from.
Knowledge explorer — sources on the left, extracted page content on the right

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Where to manage knowledge

There are two places to work with knowledge, both backed by the same content:

Agent → Knowledge tab

The sources a single agent learns from. Add, review, and edit the content that grounds that agent’s answers.

Knowledge base page

A dedicated page (in the main menu) to manage every source across your whole organization, with plan-usage meters.
The layout is a master–detail explorer: sources (and their crawled sub-pages) on the left, the selected page’s extracted content on the right.

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Adding a source

Click Add source to open the source picker, choose a type, and configure it. Crawling happens in the background — you’ll be notified when indexing finishes.
Add knowledge source dialog with Website, Sitemap, Document and Plain text options

Website

A single page or a whole site. Choose the crawl scope: This page only, or Follow links on this domain to discover and queue linked pages.

Sitemap

Point at a sitemap.xml and ChatterMate indexes every page it lists (including sitemap-index files) as one source.

Document

Upload a PDF (up to 25 MB). Text is extracted, split into sections, and indexed; scanned PDFs are run through OCR.

Plain text

Paste a title and content directly. Indexed immediately — no crawling needed.
Each website, sitemap, PDF, or text entry counts as one knowledge source. The number of pages a crawl stores per source is capped by your plan’s sub-pages limit.

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Reviewing and editing pages

Expand a source to see its crawled sub-pages, then select one to read exactly what the AI learned from it.

Edit & re-embed

Fix or refine a page’s extracted text. Saving re-embeds it immediately, so answers stay current.

Add a sub-page

Manually add a page to a source with a title, content, and an optional source URL — useful for content a crawler can’t reach.

Delete

Remove an individual page or an entire source from the knowledge base.

Open the source

Jump to the original page URL to compare against the live content.

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Source status

Each source shows its live status while it is being indexed:
Queued for crawling. It appears in the list immediately and updates as work starts.
Pages are being fetched, extracted, and embedded. Progress updates as each page completes.
Successfully indexed and available to the agent.
Something prevented indexing. The source shows the reason so you can act on it.
Bot-protected sites. If a site’s bot protection (e.g. a Cloudflare / WordPress.com “Checking your browser” page) blocks automated crawling, the source fails with a clear message asking you to add the content manually — upload a PDF or paste the text instead.

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Sharing knowledge between agents

A source can ground more than one agent. From the dedicated Knowledge base page you manage every source in one place, and the same source can be linked to multiple agents.

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Benefits

  • Maintain consistency across different agent types
  • Avoid duplicate content and processing
  • Central management — updates propagate to every linked agent

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Use cases

  • Company policies shared across all agents
  • Product docs shared by sales and support
  • Technical specs for multiple specialist agents
When you edit a page, it is re-embedded and every agent that uses that source immediately benefits — no manual reprocessing needed.

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Notifications

When Firebase Cloud Messaging is enabled, ChatterMate notifies you when a source finishes processing: 
{
  "title": "Knowledge Processing Complete",
  "body": "Your knowledge source '[name]' has been successfully processed",
  "type": "knowledge_processed"
}

{
  "title": "Knowledge Processing Failed",
  "body": "Failed to process '[name]'. Click for details",
  "type": "knowledge_failed"
}

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Best practices

  1. Prefer a sitemap when a site has one — it indexes exactly the pages you want, without following stray links.
  2. Use crawl scope — pick This page only for a single article, Follow links to capture a whole docs section.
  3. Review after indexing — open a few pages to confirm the extracted text is clean; edit anything that isn’t.
  4. Fill gaps manually — paste content or add a sub-page for anything a crawler can’t reach (paywalled, gated, or bot-protected pages).
  5. Keep it current — edit pages when your product changes; re-embedding is instant.

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Limitations

  • PDF size limit: 25 MB per file
  • Pages crawled per source are capped by your plan’s sub-pages limit
  • URLs must be publicly reachable and return extractable text (no scanned-only content without OCR)
  • Sites behind strict bot protection may not be crawlable — add that content manually

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What’s Next?

After adding knowledge sources:
  1. Test AI responses with the new knowledge
  2. Review and edit extracted pages for accuracy
  3. Keep content up to date as your product evolves

Testing

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