Knowledge and instructions are different things
This is the distinction that matters most, and mixing them up is the most common early mistake.
Put facts in knowledge. If your prices are written into your instructions, every price change means
editing and re testing your agent, and old prices tend to survive in the parts you did not read.
What you can teach it
- Documents. Price lists, brochures, menus, policy documents, as PDF, Markdown, or plain text.
- Pages from your website. Imported as content at the time you add them.
- Short notes. Pasted straight in, best for facts that live nowhere else, like holiday closing dates.
- Your existing FAQs. Already written in customer language, which is exactly what helps.
- Names and terms. How to say your business name, your staff names, and your industry’s words.
- A Zendesk help centre, imported if that is where your material already lives.
How your agent uses it on a call
When a caller asks something, your agent looks through the material attached to it and answers from what it finds. If nothing matches, it does what your instructions tell it to do when it does not know, which is why writing that down matters. See Write what your agent says. Material is attached to an agent by folder. Anything not attached to the agent taking the call is not used, which is the most common reason an upload seems to be ignored.What not to put in knowledge
- Anything you would not want said out loud to a caller. Treat it as public.
- Card numbers, patient records, or personal data about your customers. Your agent does not need them and they should not be there.
- Internal notes and staff instructions. Your agent may repeat them. Behaviour belongs in instructions.
- Out of date documents kept “just in case”. Your agent cannot tell which of two price lists is current.
What else you can do here
- Add a document or website to upload your first material.
- Use your existing FAQs, the cheapest quality win available.
- Organise material with folders so agents can use different sets.
- Teach it names and terms it keeps mispronouncing.
- Work out why an answer was wrong.
FAQ
What is the difference between knowledge and the prompt?
What is the difference between knowledge and the prompt?
Instructions are how your agent behaves, knowledge is what it knows. “Never promise a same day
appointment” is an instruction. “We open at 8am” is knowledge. Facts in knowledge can be updated
by replacing a file, with no rewriting or re testing.
What file types can I upload?
What file types can I upload?
PDF, Markdown, and plain text, up to 25 MB per file. Word documents are not supported, so save
them as PDF first. See Add a document or website.
Does my agent read my whole website?
Does my agent read my whole website?
No. Adding a URL imports that page’s content, and the agent builder reads up to 10 or 20 pages
depending on the depth you chose. Anything deeper, including a price list several clicks in, needs
uploading directly.
Should I put prices in knowledge or in instructions?
Should I put prices in knowledge or in instructions?
Knowledge, always. Prices change, and a price written into your instructions has to be found and
edited by hand every time, with old figures surviving in the parts you skim. In knowledge you
replace one file.
Is my uploaded material used to train AI models?
Is my uploaded material used to train AI models?
Your material is used to answer your callers’ questions. Anything beyond that is a data processing
question rather than a knowledge one, and the honest answer should come from our data page rather
than this one. Ask support@brilo.ai if you need it in writing today.
How much can I upload?
How much can I upload?
Each file must be 25 MB or smaller. Practical quality matters more than the ceiling: a focused
price list your agent can find an answer in beats a 40 page brochure where the answer is buried on
page 31.
Can two agents use the same material?
Can two agents use the same material?
Yes. Attach the same folder to both and they answer from the same source, which is how you keep a
daytime and an after hours agent consistent. Update the folder once and both agents change.
Related
- Add a document or website to get started
- Write what your agent says for behaviour rather than facts
- Why it answered wrong when material is not used
- Use your existing FAQs for the fastest improvement
- How Brilo works for how knowledge fits with everything else
