Infinity3 Help Centre

Give your assistant approved business information so it can answer customer questions using relevant sources.

Before you start

You’ll need access to AI Agents → Knowledge Base and permission to edit the intended Conversation AI agent.

Prepare current service information, FAQs, prices and policies.

Add your information

1. Open AI Agents → Knowledge Base.
2. Create a knowledge base or open the one used by your assistant.
3. Select the option to add a source.
4. Choose a supported source type, such as website pages, FAQs, text or documents.
5. Enter or upload the information.
6. Wait for processing to finish and check its status.

Connect it to the assistant

1. Open AI Agents → **Conversation AI.
2. Edit the intended agent and open Bot Training.
3. Select or attach the relevant knowledge base.
4. Save and test realistic customer questions.

Keep sources current

Refresh changed web pages and replace revised documents. Remove conflicting or obsolete information.

If available, configure web-source Auto Refresh to suit how often the information changes.

Things to know

• Your public Help Centre and the agent’s knowledge base are separate. Attach or import the relevant sources for the agent to use them.
• Sources must finish processing before testing retrieval.
• Don’t include information the assistant shouldn’t use in customer conversations.

If answers remain incorrect, check the retrieved source and contact Infinity3 with the question and expected answer.