March 5, 2026Product Updates

A Knowledge Base Your Agent Can Draw On

Upload your company's knowledge once, and your agent uses it in every conversation — forever.

Steve KurtzVP of Product

So every conversation starts from zero

It's 8 a.m. and you open a task with your agent. Before it can write a single useful line, you're typing out the same background you typed last Tuesday. Your pricing tiers. Your refund policy. The way your brand says hello. The three exceptions to your standard process that everyone on your team just knows.

So every conversation starts from zero. You're not handing off work. You're re-onboarding a brand-new hire, again.

What if your agent already had all of it? Not because you pasted it one more time, but because you taught it once and it never let go.

Key Takeaways

Upload your SOPs, pricing, policies, and brand guidelines once. Your agent draws on them in every task.
Your agent draws on the documents you've added, so answers reflect your actual company information.
You stop re-explaining context at the top of every conversation.
Every task and every teammate works from the same facts.

Your agent works from your real information

A knowledge base gives your agent your company's real information to draw on. It can answer from your pricing, your policies, and your way of doing things instead of working from scratch. A customer asks about your return window, and your agent can pull the 14 days you actually offer straight from the policy you uploaded — because you added it once and it stayed.

The more of your real information your agent has on hand, the closer its answers stay to how your business actually works.

You stop being the bottleneck

The knowledge lives with the agent, not in your head. So the context your business runs on is ready the second it's needed, with no detour through you. Onboarding details. Your brand's tone. The steps in your fulfillment process. All of it is on hand in every conversation, at 9 a.m. or midnight.

You can close the laptop and the work keeps moving, because nothing stalls waiting for you to explain it a fifth time.

Every task speaks with one voice

Consistency is the quiet win here. When the agent pulls from a single source of truth, every reply and every action lines up. A draft email this morning and a customer request tonight both reflect the same SOPs, the same pricing, the same voice.

No more one answer on Monday and a different one on Thursday.

Getting started

1
Open a conversation with your agent and say you want to add reference material.
2
Upload your documents: SOPs, product details, pricing sheets, brand guidelines, policies, whatever it should know.
3
The agent files that knowledge away as part of what it permanently understands about your business.
4
From then on, every task draws on it automatically. No re-uploading, no re-pasting, no re-explaining.
5
Add or swap documents whenever things change. The agent keeps its knowledge current.

Frequently asked questions

What kinds of documents can I upload?

The ones your business actually runs on: SOPs, product details, pricing, brand guidelines, policies, and reference docs. If your team relies on it, your agent can too.

Do I have to re-upload my files for each new task?

No. You upload once, and the knowledge stays with your agent. Every future conversation draws on it for you.

What happens when my information changes?

Upload the updated document. Your agent works from the latest version, so its answers and actions stay in step with the business.

Will the agent use my real information?

With a knowledge base in place, your agent has your real documents to draw on, so its answers can reflect your pricing, policies, and process rather than generic defaults. Keep the documents current and its responses stay closer to how your business actually works.

Related Updates

Your business already has institutional knowledge. Now your agent has it too: always on, always consistent, always yours. Build it once and stop repeating yourself. Learn more in the Help Center