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Knowledge Base overview

Adding a Source

A knowledge base can contain three types of data sources:
Available data source types

URL/Web

Use Web sources when your business information is already available online. You can add an entire domain or specific webpages and configure how often the content should be refreshed.

Adding a Domain

Add a domain when you want WotNot to crawl multiple pages from a website automatically. To add a website source:
  1. Open your AI Agent and navigate to the Knowledge Base section.
  2. Select Website URL as the source type.
  3. Enter the website domain, such as https://wotnot.io, or the sitemap URL you want to add.
  4. Save the source and start training the knowledge base.
  5. Once training is complete, review the pages discovered by the crawler.
Adding a website domain
Only add pages that contain information relevant to your AI Agent. Unnecessary or duplicate content can make it harder for the AI Agent to retrieve the right information.

Advanced Crawling Criteria

If the crawler does not pick up the expected content, try adjusting the following settings:
  • Wait Time: Adds a delay before crawling so the page has time to load.
  • Wait CSS: Waits for a specified CSS selector to appear before crawling.
  • Execute JavaScript: Enables JavaScript execution so dynamically loaded webpage content can be extracted.
Advanced crawling settings

Adding a Webpage

Use individual webpages when you want to control exactly which URLs are added to the knowledge base.
  1. Select the option to add individual webpages.
  2. Enter the exact webpage URLs you want to train.
  3. Save the source and start training.
Adding individual webpages

Preview and Metadata

After a web source has been trained, select the source to view its details. You can:
  • View when the source was added or last updated.
  • Check its configured refresh frequency, where applicable.
  • Open the source to inspect the chunks created from the imported content.
  • Verify that the expected information has been processed correctly.
Chunks break larger pieces of information into smaller sections that the AI Agent can retrieve when answering a question. When a user asks a question, the AI Agent retrieves relevant chunks from the knowledge base and uses them, along with the prompt, to generate a response.
Web source details and chunks

Refresh Frequency

Website content can change over time. Instead of manually retraining the knowledge base every time a website changes, you can configure an automatic refresh frequency for a domain. To configure automatic refresh:
  1. Open the Knowledge Base section of your AI Agent.
  2. Select the website source for which you want to configure automatic refresh.
  3. Open the Refresh Frequency settings.
  4. Choose the required refresh interval from the available options.
  5. Save your selection to enable automatic refresh for the source.
Configuring refresh frequency
You can also select multiple URL data sources and configure their refresh frequency in bulk.
Bulk refresh frequency configuration
  • Automatic refresh is supported for website URL sources. File and Plain Text sources must be retrained manually when their content changes.
  • Frequent refreshes may affect AI credit usage, depending on the processing required.

Refresh Domain

If you have trained your knowledge base using a domain, you can configure or change its refresh frequency by clicking the Domain(s) button. Changing the frequency at the domain level applies to all child URLs fetched from that domain. However, changing the refresh frequency of an individual child URL does not affect the parent domain’s settings.
Domain refresh settings

Retraining a Source

Training creates the version of the source that the AI Agent uses when retrieving information. If the original source changes, the knowledge base will not automatically reflect those changes unless automatic refresh is configured. Retraining ensures that the AI Agent has access to the latest information from your sources. To retrain a source:
  1. Open the Knowledge Base section of your AI Agent.
  2. Select the source that contains the updated information.
  3. Trigger the Retrain process to fetch and process the latest content.
  4. Wait for training to complete and verify that the source has been updated successfully.
Retraining a source
Retraining may be required when your source content changes, a source is added or removed, or your AI Agent starts providing answers based on outdated information.

Deleting a Web Source

To delete a web source:
  1. Open the Knowledge Base section from the left navigation bar.
  2. Open the relevant knowledge base.
  3. Select the checkbox next to the webpages you want to delete.
  4. To delete the entire web source, select the Data Source checkbox, where available.
Deleting a web source

File

Supported File Types

The following file types and limits are supported:
  • File types: TXT, PDF, DOC, DOCX
  • Maximum file size: 25 MB
  • Maximum file count: 100

Uploading Files

To upload files:
  1. Open the Knowledge Base where you want to add the files.
  2. Select File as the data source type.
  3. Select one or more supported files and upload them.
  4. Click Add Files to process the contents of the uploaded files.
Uploading knowledge base files
Ensure that uploaded files contain usable information in a supported format. For example, a PDF should contain selectable text if you want that text to be used when answering questions.

Preview and Metadata

After a file has been trained, select the file source to view its details. You can:
  • View information about the source.
  • Open the source to inspect the chunks generated from the file.
  • Verify that the information you expect the AI Agent to retrieve was processed successfully.
File source details and chunks

Deleting Files

To delete a file:
  1. Open the Knowledge Base section from the left navigation bar.
  2. Open the relevant knowledge base.
  3. Select the checkbox next to the file you want to remove.
Deleting a file source

Text

Use a Plain Text source when you have a small amount of information that you want to add directly to the knowledge base.

Adding Text Snippets

  1. Open the Knowledge Base section.
  2. Select Text as the source type.
  3. Enter or paste the information you want your AI Agent to use.
  4. Click Add Text Snippet to save the source and train the knowledge base.
Adding a text snippet
A maximum of 20,000 characters is allowed per text snippet.
Custom JSON databases are not directly supported as knowledge base sources. You can convert JSON data into a .txt file and upload it for training.After training, connect the knowledge base to your AI Agent and test its responses to verify that the information is retrieved accurately.

Preview and Metadata

After training a text snippet, select the source to view its details.
  • Check the source information.
  • Open the source to inspect the chunks created from the text.
  • Verify that the important information is present in the trained content.

Deleting Text Snippets

To delete a text snippet, open the relevant knowledge base and select the text source you want to remove.
If a text source was automatically created by another WotNot feature, such as Custom Answers, do not delete it unless you intend to remove that information from the knowledge base. Custom Answers are stored as text sources.
Refer to the WotNot pricing page for information about the maximum number of data sources available for your plan.

Viewing Sources

After adding a data source, check its status and details to confirm that it has been trained successfully and that the expected content was processed.
1

Check the source status

Review the list of sources in your Knowledge Base. Each source displays a status indicating its current training state:
  • In Progress: The source is currently being processed.
  • Trained: The source has been processed successfully and is available to the AI Agent.
  • Failed: The source could not be processed successfully and may require further investigation or retraining.
2

View the source details

Select a data source to view its details, including when it was added, who added it, its refresh frequency, tokens used, and chunks.
3

Check the pages or chunks processed

In the source details, open the Chunks section to verify that content was successfully extracted from the source.Chunks are smaller sections of content extracted from the source. They help the AI Agent retrieve relevant information when generating a response.If the source shows Trained and contains the expected chunks, the content has been processed and is available to the AI Agent.
Viewing knowledge base source details

Testing the Knowledge Base

Test the knowledge base before relying on it in a live AI Agent. The goal is to confirm that the information has been trained correctly and can be retrieved when a user asks a relevant question.
1

Prepare test questions

Create a short list of questions based on the information added to the knowledge base. Include questions that resemble how your customers actually ask for information.
2

Ask questions using the connected AI Agent

Use your connected AI Agent to ask the test questions and check whether the expected information is returned.
3

Check the retrieved source

Review which knowledge base content or chunk was used to answer each question. This helps you determine whether the correct source was retrieved.
4

Fix and retrain

If the expected information is missing, incorrect, or outdated, update the source and retrain the knowledge base before testing again.
Knowledge base testing walkthrough
Keep a small list of real customer questions as your knowledge base test set. Run the same questions after every retraining to identify whether an update improved or changed the answers.

Troubleshooting

  • Verify that the source has completed training successfully and that the relevant content was processed into usable chunks.
  • If the source was recently updated, retrain the knowledge base to ensure the latest information is available.
  • Review the AI Agent’s prompt. The knowledge base provides the information, while the prompt controls how the AI Agent uses and presents that information.
  • The knowledge base does not automatically reflect changes to the original source unless automatic refresh is configured.
  • For website sources, check the configured Refresh Frequency or trigger a manual retrain.
  • For file and Plain Text sources, update the source and retrain the knowledge base manually.
  • If you added a specific webpage URL, WotNot may only process that particular page.
  • To include multiple pages, use the appropriate website or domain source and review the pages discovered during crawling.
  • If your website uses dynamically loaded content, check the available crawling settings to ensure the required content can be extracted correctly.
  • Check whether the PDF contains selectable text or consists of scanned images.
  • If the PDF is image-based, OCR may be required to extract the text before uploading it to the knowledge base.
  • Verify that the extracted content is readable and retrain the knowledge base after replacing the file.
Last modified on October 23, 2026