Skip to main content
Knowledge gives your agent the business facts it may use in customer replies. Open Agents, choose an agent, select Training, and use the Knowledge tabs.

​
Choose a source type

Paste a focused policy, product description, service explanation, or instruction. Give each entry one clear topic so it is easy to maintain.

​
Write knowledge that retrieves well

  • Put one policy or subject in each entry.
  • Use the same names customers use for products and services.
  • Include conditions, exceptions, dates, and regions when they change the answer.
  • Remove navigation, legal boilerplate, and unrelated text from pasted content.
  • Never upload credentials, private keys, payment details, or data that customers should not receive.

​
Optional availability dates

Use the schedule controls when content should only apply during a campaign or season. The entry can have a start time, an end time, or both.

​
After adding content

New sources appear as processing before they are ready. Open Trained and wait until processing finishes, then test representative questions in Preview.
A successful upload only means Jaaxis accepted the source. Verify the resulting answers before using the agent with customers.